Craigs Investment Partners

What Craigs Investment Partners does

Craigs Investment Partners Limited is a privately-held New Zealand wealth management firm founded in 1984 and headquartered in Tauranga. The firm operates across 24 physical locations with more than 210 investment advisers, serving over 70,000 clients with combined funds under management exceeding NZ$35 billion. Its business spans three integrated pillars: personal wealth management (advisory, KiwiSaver, superannuation, broking, and discretionary/managed portfolio services), community and philanthropic wealth management via its Specialised Wealth Advisory Team (SWAT), and corporate services including investment banking, institutional equities, and equity research. The firm holds a 30%+ share of NZX secondary market activity, ranking it the top NZ broker by this measure.

Service delivery is built on a high-touch, adviser-led model augmented by digital tools including a client portal, a mobile application, and the mySTART self-directed investment service (minimum NZ$100/month). Revenue is generated through percentage-based advisory and management fees on funds under management, transaction and brokerage fees, superannuation and KiwiSaver scheme management fees, and investment banking advisory and underwriting commissions. The firm maintains a strategic alliance with J.P. Morgan for global distribution in institutional equities and investment banking, and operates a unique 50% employee-owned ownership structure via CIP Holdings Limited.

Customer segments span individuals and family trusts (the largest), charities, foundations, iwi groups and family offices, corporate clients (M&A advisory, ECM/DCM), and a dedicated women's wealth programme established in 2007. The firm has executed an aggressive acquisition programme in 2025-2026, absorbing Somerset Smith Partners (September 2025), Polson Higgs Wealth Management (April 2026), and Hamilton Hindin Greene (May 2026), expanding both adviser count and South Island / regional footprint. Awards include INFINZ Analyst of the Year recognitions, FinanceAsia Best Deal NZ, and Sharebroking Firm of the Year (2019).

Name

Craigs Investment Partners

Legal name

Craigs Investment Partners Limited

Website

https://craigsip.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

251–500 employees

Short description

Craigs Investment Partners is a New Zealand wealth management firm founded in 1984, serving 70,000+ clients with NZ$35b+ in FUM across 24 locations, offering investment advisory, KiwiSaver, superannuation, broking, and investment banking services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Open-End Investment Funds (52591)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industries

Independent Broker-Dealers (Retail Network) (FSAAAAAC), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management services
• Investment advisory
• KiwiSaver scheme
• Investment banking
• Sharebroking services

Headquarters

HQ city

Tauranga

HQ country

New Zealand

HQ region

Oceania

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory and Management Fees: Fees charged for investment advisory services and portfolio management, typically based on a percentage of funds under management
2. Transaction/Brokerage Fees: Fees earned from executing buy and sell transactions for clients through broking services
3. Superannuation and KiwiSaver Management: Revenue from managing superannuation and KiwiSaver schemes for clients
4. Investment Banking Fees: Advisory fees and underwriting commissions from M&A advisory, equity capital markets, and debt capital markets transactions

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Craigs Investment Partners is a New Zealand-based wealth management and investment advisory firm providing personalised portfolio management, KiwiSaver and superannuation schemes, broking, discretionary investment management, and institutional investment banking services. The firm serves over 70,000 clients with $35b+ in funds under management through 210+ advisers across 24 nationwide locations, supported by an award-winning research team and a strategic alliance with J.P. Morgan.

Product overview

Craigs Investment Partners is a New Zealand-based wealth management firm operating since 1984, offering a comprehensive suite of investment advisory and management services. The firm operates a platform-plus-services model comprising personal wealth management (advisory, KiwiSaver, superannuation, sustainable investing), investment administration (broking, mySTART, DIMS, MPS, IAS), and institutional services (investment banking, institutional equities, research). The portfolio includes over 250 investment options across global and Australasian equities, managed funds, and ETFs. Recent acquisitions of Hamilton Hindin Greene (2026) and Polson Higgs Wealth Management (2026) have expanded the firm to over 210 advisers across 24 locations managing over $35 billion in client funds. The Specialised Wealth Advisory Team (SWAT) provides dedicated services for philanthropic clients, community foundations, and intergenerational wealth planning.

Differentiator

Problem solved

Functional benefit

Brands

• Craigs KiwiSaver Scheme: KiwiSaver managed fund scheme providing retirement savings options
• Craigs Superannuation Scheme
• Craigs Women's Wealth
• mySTART
• Specialised Wealth Advisory Team (SWAT)
• Golf for Good
• Workplace Giving

Quantifiable outcome

• Over $35 billion in client funds under management
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

13 partnerships are on record, tiered core and minor.

• J.P. MorgancoreStrategic or Co-development PartnerStrategic alliance providing global reach for investment banking services. The partnership enables distribution across leading institutional equities and global markets, supporting M&A advisory, equity capital markets, and debt capital markets transactions with access to European, Asian, and American markets.
• Community Foundations of Aotearoa New Zealand (CFANZ)coreStrategic or Co-development PartnerFounding principal sponsor of CFANZ, the umbrella organisation for 18 community foundations throughout New Zealand. Supports community philanthropy at local level and has established the Acorn Foundation as fund manager since its inception in early 2000s.
• Acorn FoundationcoreStrategic or Co-development PartnerLong-term supporter since 2004. Serves as fund manager for Acorn Foundation which enables generous people to make bigger impact in Tauranga communities through invested donations.
• Enterprise AngelsminorGTM or Marketing PartnerOngoing supporter of Enterprise Angels who connect early stage companies with investors. Supports innovation and entrepreneurship in New Zealand.
• Hospice New ZealandminorGTM or Marketing PartnerNational partner since 2008 providing financial support for patients and families across the country at national and local level.
• Golf New Zealand / New Zealand OpencoreGTM or Marketing PartnerLongstanding major sponsor of New Zealand Open presented by Millbrook Resort. Supports 'Golf for Good' initiatives including Birdies for Charity and Long Putt Challenge fundraising for local charities.
• Global WomencoreGTM or Marketing PartnerPartnership with non-profit organisation encouraging and facilitating development of women in business. Supports women in traditionally male-dominated financial services industry.
• University of WaikatominorStrategic or Co-development PartnerCo-designed and sponsors the Craigs Women in Business Scholarship supporting and encouraging women to pursue careers in business and financial services. Provides tuition support and mentoring for final-year female undergraduates.
• Dunedin Public Art GalleryminorGTM or Marketing PartnerProud supporter of New Zealand's first art gallery established in 1884, known for historic collection and working relationship with major NZ artists.
• Michael Hill Violin CompetitionminorGTM or Marketing PartnerSupporter of New Zealand's globally regarded international violin competition, considered 'Olympics of the violin world' held in Queenstown and Auckland.
• Aspiring Art PrizeminorGTM or Marketing PartnerOne of the largest acquisition Art Prizes in New Zealand, key fundraiser for Holy Family Catholic School in Wanaka and nationally recognised award for emerging artists.
• Cure KidscoreGTM or Marketing PartnerLongstanding supporter of New Zealand's largest non-government funder of child health research. Partnership built on shared values and commitment to long-term impact for child health in Aotearoa.
• Lakes District Air Rescue Trust (LDART)minorGTM or Marketing PartnerCharitable recipient of funds raised through Craigs Long Putt Challenge at New Zealand Open, supporting helicopter air ambulance and search and rescue services in Southern Otago, Southern Lakes and Southland regions.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Booster: New Zealand KiwiSaver, investment and superannuation scheme provider with both direct and adviser channels — competes for the same KiwiSaver/wealth retail customer base as Craigs.
• Forsyth Barr: New Zealand-headquartered investment advisory, broking and wealth management firm with nationwide branches, KiwiSaver, and research capabilities — directly comparable across products, customer segments, and operating geography.
• Jarden: NZ-focused investment bank and broker-dealer offering wealth management, equities, research, and corporate advisory — competes head-on with Craigs in retail brokerage, equities research, and NZ ECM/DCM mandates.
• Fisher Funds: One of New Zealand's largest active KiwiSaver and investment managers with multi-asset funds and a direct-to-consumer brand — a close peer in the KiwiSaver/wealth management segments Craigs serves.
• Milford Asset Management: NZ-based fund manager offering KiwiSaver, managed funds, and private wealth portfolios — overlaps with Craigs' discretionary and managed-portfolio offerings for retail and HNW clients.
• Devon Funds Management: New Zealand investment manager with KiwiSaver and wealth products — competes directly for KiwiSaver scheme members and managed-portfolio mandates in Craigs' core market.
• Generate Investment Management: NZ KiwiSaver and wealth manager with multi-asset strategies and adviser distribution — directly comparable to Craigs KiwiSaver Scheme and discretionary wealth offerings.

Emerging players

• Kernel: NZ digital-first KiwiSaver and managed-funds platform — competes with Craigs' mySTART for the entry-level investor segment and applies fee pressure on traditional adviser-led onboarding.
• Sharesies: NZ retail investment and KiwiSaver platform attracting younger first-time investors — overlapping with Craigs on the mass-affluent entry-tier and on Australian/NZX share investing.

Broad incumbents

• Macquarie Asset Management (NZ): Australian-headquartered wealth, banking and asset-management group with NZ operations — competes with Craigs across broking, wealth, and institutional equities with the backing of global scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/CraigsInvestmentPartners
• LinkedInlinkedin.com/company/craigs-investment-partners
• Instagraminstagram.com/craigsinvestmentpartners
• Xx.com/craigsip

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Craigs Investment Partners