Alvarium

👪 When was the last time you talked about money with your family? As the holidays bring us together, it’s often a time for celebration, but it can also serve as an opportunity to discuss important financial matters. While it may seem uncomfortable, having these conversations can set your family up for success. As Will Roberts, Director of Private Wealth at Alvarium, wisely shares, “One of the most crucial conversations parents can have with their children is about finances, especially how they plan to distribute their assets after their passing. Although this conversation can be difficult, it’s essential to ensure that everyone knows what is happening in advance and has the chance to talk about it.” In his insightful article, Will offers strategies for broaching important topics, from aligning expectations to ensuring that loved ones are prepared. It’s not just about money—it’s about protecting your legacy and fostering clear communication for generations to come. At Alvarium, we believe that planning for the future—together—is essential for legacies that span generations. Read Will's article here https://lnkd.in/grivB3mq #FinancialPlanning #Legacy #WealthManagement #FamilyConversations #PrivateWealth #FinancialAdvice

Great to have Peter Burling in the office yesterday thanking Alvarium for our support of the Black Foils New Zealand SailGP Team. We are looking forward to SailGP’s long awaited debut in the City of Sails for the second race of the 2025 season. The event promises high-octane racing action in front of some of the world’s most passionate fans. Over 20,000 racing enthusiasts are expected to witness twelve F50 catamarans reaching speeds of over 100 km/h on the inner Waitematā Harbour, across the race weekend of 18-19 January 2025.   To get tickets to this unique Sail Grand Prix event visit https://lnkd.in/gMtg4v7d #blackfoils #poweredbynature #thefastestsportonwater

In the wake of Donald Trump’s return to the US presidency we share some insights from Portfolio Manager Jeremy Ward on why equity markets have responded positively and what investors are anticipating going forward. Jeremy talks about emerging risks, trade policy, fiscal sustainability and the broader macroeconomic environment in the wake of a shifting political landscape. Find out more in this article https://lnkd.in/djPszqRV #USelection #investmentanalysis #wealthopportunities

It is with deep sadness and heavy hearts that we inform you of the death of our colleague and friend, Hamesh Sharma who passed away on 17 October. Hamesh was a valuable member of both the Pathfinder and Alvarium team. His passion for investing and his aptitude for research and thinking outside the box brought a unique and passionate approach to portfolio building and growth. Our thoughts are with his family and many friends during this difficult time. The office is not the same without you Hamesh.

Earthworks have begun at Mangawhai Central - a development that has been reinvigorated by our Real Estate Team and a number of Alvarium investors. The Real Estate Team, which includes our in-house partners Strategic Property Ltd are committed to delivering a high-quality master-planned community that will include 770 new homes in prime location, surrounded by some of New Zealand’s finest beaches, top golf courses and local amenity. Key features of the development include: 🏠 Delivering a diverse range of homes within a carefully considered masterplan. 🚲A network of green spaces and amenities promoting a walkable, bike-friendly lifestyle. 🌊Enhancement of the natural environment, through connectivity to the estuary and the restoration of the Gum Diggers walking track. 🌳Planting thousands of trees which will include amenity planting, restorative native planting, and streetscape. 💧 Infrastructure assurance for lot owners, ensuring reliable connections for wastewater, stormwater, power, and essential water tanks. Discover more about this exciting project in our latest article https://lnkd.in/gcz9KeAP. #mangawhaicentral #realestateinvestment #mangawhairealestate Jo McDonald Kennedy Taylor Shane Scott Daniel Henderson Andrew Williams William Little Jordyn Blake Nish (Nishith) Vyas

We’re excited to announce the opening of Trivet, a stunning new restaurant at the JW Marriott Hotel in Auckland. Thanks, in part, to a number of our clients, the hotel’s refurbishment and this innovative dining experience, inspired by Aotearoa's multicultural essence, are now a reality.   Trivet opened this month for fine dining with internationally acclaimed Chef Uelese Wallace Mua. Mua started his career at The Hilton then was head chef in France before coming home to cook for award winning Kingi, at The Hotel Britomart and cooking on-tour with The All Blacks. “Trivet is more than just a restaurant; it’s a reflection of my personal journey and the influences that have shaped my culinary philosophy,” Chef Wallace explains. “Each dish tells a story, blending flavours and techniques from around the world to create something truly unique.” Alvarium is proud to be able to offer unique investment opportunities like this for our wholesale investors in New Zealand and Australia. Projects that enhance our cities and, in this case, also provide a new venue for one of NZ’s finest produce producers. Staff enjoyed a 5-course dinner at Trivet last night to celebrate its opening. Read more on this project here https://lnkd.in/gHrynrJK #awealthofopportunity #trivetauckland #finedining #investing

Congratulations Danielle Aitchison, Paralympic sprinter, and Nicole Murray, Paralympic cyclist who claimed a silver and bronze medal respectively over the weekend at the Paralympic Games. We are immensely proud of you and so proud to support you.   Don't miss the following days of competition on TVNZ as our Paralympics New Zealand team give the world 'something to talk about' at the #Paris2024 Paralympic Games.   Greg Warnecke, Paralympics New Zealand CEO says "Full venues are now educating, creating awareness and inspiring the wider population of France (and spectators visiting from further abroad) about the power of the Paralympic Movement. And it’s only Day 3! We’ve still got hundreds of thousands, maybe more than a million more people to come and witness the performance of the world's Paralympians."   Find out more about these incredible athletes and how to watch the competition https://lnkd.in/gm5vtgMJ   #talkaboutthis #paralympicsNZ #Paris2024 Thanks to Getty Images for the amazing photos

Kua riro a Kiingi Tuheitia Pootatau Te Wherowhero VII ki te maakohakoha o te poo, ki te maarirerire o te poo. It is with a heavy heart that we acknowledge the passing of the great Kiingi Tūheitia Pootatau Te Wherowhero VII. Alvarium is immensely grateful for the wisdom, generosity and whanaungatanga (warm familial friendship) with te Kiingitanga and Te Whare Kāhui Ariki (the Royal Family). Kiingi Tūheitia and te Kiingitanga has been a wonderful supporter of The King's Trust Aotearoa New Zealand and the attached photos were taken late last year during an event with young entrepreneurs supported by the Trust held in our Boardroom. Alvarium provides support for the Trust, and its Enterprise Programme through mentoring, connections and networking opportunities, and hosting alumni events. The Trust’s team is a key part of the Alvarium whānau on the 37th floor. We extend our sincere condolences to all the whānau affected during this very sad time. #TheKingsTrust #TheKingsTrustAotearoa

The Paralympics New Zealand team are all set to give Kiwis ‘Something to Talk About’ at the Paris 2024 Paralympic Games with the flame set to ignite at the glittering Opening Ceremony tomorrow morning - Thursday 29 August from 6am NZT on TVNZ. Alvarium are proud to be a team supporter of the New Zealand Paralympics team. Paralympics New Zealand is part of a worldwide social change movement that uses the power of sport to positively influence community perceptions of disabled people and to promote a more diverse and inclusive society.   If you are interested in seeing exclusive insight into the lives of elite athletes with disabilities, watch Grit and Glory - a documentary on TVNZ that tracks the endeavours of six elite Paralympians (Devon Briggs, Anna Grimaldi, Nicole Murray, Tupou Neiufi, Cameron Leslie and Mitch Joynt) across two years as they strive to secure selection for the Paris 2024 - Comité d'organisation des Jeux Olympiques et Paralympiques de 2024. https://lnkd.in/dPy9wTJE   Be inspired by these champions of resilience, determination, and excellence – day one coverage begins tomorrow on TVNZ. #talkabouthis #Paris2024 #paralympics #NZParalympicTeam

We’re delighted to announce the appointment of two highly respected finance and wealth management professionals to the growing team at Alvarium: Alana Barron and Jeremy Ward.   https://lnkd.in/gjKTnS5v