Harbour Asset Management
Harbour Asset Management is a privately held Wellington-based New Zealand investment manager offering 17 funds across fixed interest, equity, and multi-asset categories to institutional, advised retail, and self-directed investors, distributed via InvestNow, direct, and financial adviser channels.
- Company typePrivate
- Founded2009
- HeadquartersWellington, New Zealand
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Harbour Asset Management does
Harbour Asset Management Limited is a privately held New Zealand investment manager founded in 2009, headquartered in Wellington with a regional office in Auckland. The firm manages 17 investment funds spanning fixed interest (Enhanced Cash, NZ Core Fixed Interest, NZ Corporate Bond), equity (NZ Index Shares, Long Short, Australasian Equity, Australasian Equity Focus, Australasian Equity Income, Real Estate Investment, Sustainable NZ Shares), global equity (T. Rowe Price Global Equity, Epoch Global Quality Select), and multi-asset categories (Income, Balanced, Balanced Growth, Growth, Active Multi-Manager Global Equity launching July 2026). Portfolio management is supported by Bloomberg Asset Investment Manager infrastructure, an in-house research team, a proprietary Corporate Behaviour Score ESG methodology built over more than a decade, and external manager partnerships with T. Rowe Price, TD Epoch, Acadian Asset Management, and Antipodes Partners.
The firm serves a diversified client base across four primary segments: institutional investors (KiwiSaver scheme providers, iwi, charitable trusts, government institutions, corporate superannuation funds), retail investors advised through Harbour's in-house and external financial advisers, self-directed retail via the InvestNow platform with a $250 minimum, and high-net-worth clients with bespoke multi-asset mandates over $5 million. Distribution is exclusively domestic to New Zealand, with fund investment reach extending into Australasian and global listed markets.
Revenue is generated through annual management fees ranging from 0.20% to 1.19% depending on fund, plus performance fees on selected funds (Income, Long Short, Australasian Equity Focus, Balanced Growth) as disclosed in Product Disclosure Statements. The firm is governed by a board including three independent directors, is co-led by founders Andrew Bascand (CIO) and Chris Wilson, and is regulated by the FMA under a Managed Investment Scheme license. UNPRI signatory status since 2010 and a 2024 Morningstar "Highly Rated Investment Manager" recognition anchor its responsible-investing positioning.
Harbour Asset Management firmographics
Firmographics- Name
- Harbour Asset Management
- Legal name
- Harbour Asset Management Limited
- Website
- https://harbourasset.co.nz
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Harbour Asset Management is a privately held Wellington-based New Zealand investment manager offering 17 funds across fixed interest, equity, and multi-asset categories to institutional, advised retail, and self-directed investors, distributed via InvestNow, direct, and financial adviser channels.
- Ownership category
- akta.pro rank
Harbour Asset Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Public Asset & Investment Management (BPAIAEAG), Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)
Keywords
Where Harbour Asset Management is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices2 records
Markets served
Harbour Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
Revenue model
- Management fees from managed funds: Harbour charges annual management fees across its range of investment funds, ranging from 0.20% p.a. (Harbour NZ Index Shares Fund) to 1.19% p.a. (Harbour T. Rowe Price Global Equity Fund Hedged). Some funds also carry performance fees as disclosed in their Product Disclosure Statements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Harbour Enhanced Cash Fund: 0.25% p.a. |
| Subscription | Annual | Harbour NZ Core Fixed Interest Fund: 0.63% p.a. |
| Subscription | Annual | Harbour NZ Corporate Bond Fund: 0.45% p.a. |
| Subscription | Annual | Harbour Income Fund: 0.63% p.a. (may pay performance fee) |
| Subscription | Annual | Harbour Long Short Fund: 0.99% p.a. (may pay performance fee) |
| Subscription | Annual | Harbour NZ Index Shares Fund: 0.20% p.a. |
| Subscription | Annual | Harbour Real Estate Investment Fund: 0.72% p.a. |
| Subscription | Annual | Harbour Australasian Equity Income Fund: 1.03% p.a. |
| Subscription | Annual | Harbour Australasian Equity Fund: 1.07% p.a. |
| Subscription | Annual | Harbour Australasian Equity Focus Fund: 1.10% p.a. (may pay performance fee) |
| Subscription | Annual | Harbour T. Rowe Price Global Equity Fund: 1.17% p.a. (unhedged); 1.19% p.a. (hedged) |
| Subscription | Annual | Harbour Sustainable NZ Shares Fund: 0.25% p.a. |
| Subscription | Annual | Epoch Global Quality Select Equity Fund: 0.98% p.a. (unhedged); 1.01% p.a. (hedged) |
| Subscription | Annual | Harbour Balanced Fund: 0.93% p.a. |
| Subscription | Annual | Harbour Balanced Growth Fund: 0.98% p.a. (may pay performance fee) |
| Subscription | Annual | Harbour Growth Fund: 1.00% p.a. |
| Subscription | Annual | Harbour Active Multi-Manager Global Equity Fund: 0.95% p.a. |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
Harbour Asset Management product offering
Product offeringCore offering
Harbour Asset Management is a New Zealand-based investment management company that manages a diversified range of investment funds spanning fixed interest, Australasian and global equities, and multi-asset portfolios. The firm offers its funds through self-directed retail platforms, financial adviser networks, direct relationships, and bespoke institutional mandates, supported by in-house fundamental research and ESG integration.
Product overview
Harbour Asset Management is a New Zealand-based investment management company offering a comprehensive suite of 17 distinct investment funds. The product portfolio spans three core categories: Fixed Interest Funds (Enhanced Cash, NZ Core Fixed Interest, NZ Corporate Bond), Equity Funds (NZ Index Shares, Long Short, Australasian Equity, Australasian Equity Focus, Australasian Equity Income, Real Estate Investment, Sustainable NZ Shares, T. Rowe Price Global Equity, Epoch Global Quality Select), and Multi-Asset/Diversified Funds (Income, Balanced, Balanced Growth, Growth, Active Multi-Manager Global Equity). The funds range from passive index-tracking to actively managed strategies, with both domestic (NZ/Australasian) and global exposure, including specialized sustainable and responsible investment options.
Differentiator
Problem solved
Functional benefit
Products and services
- Harbour Enhanced Cash Fund An actively managed fund designed for investors seeking liquidity and higher returns than short-term bank interest rates, holding money market securities, NZ Government stock, corporate bonds and term deposits.
- Harbour NZ Core Fixed Interest Fund An actively managed fixed interest fund predominantly holding a mix of NZ Government and corporate bonds, designed as a risk-diversifier for those holding riskier assets.
- Harbour NZ Corporate Bond Fund
Quantifiable outcome
- Harbour Enhanced Cash Fund: 3-year return after fees of 5.11% vs benchmark 4.52%, outperforming by ~59bps p.a.
- +3 more outcomes
Companies that use Harbour Asset Management
Customer profileNamed customers6 records
Segments4 records
Harbour Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Harbour Asset Management partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- T. Rowe PricecoreHarbour partners with T. Rowe Price as the external manager for the Harbour T. Rowe Price Global Equity Fund (unhedged and hedged versions). T. Rowe Price employs ESG integration and company engagement in their investment process, and Harbour undertakes regular due diligence including independent carbon footprint analysis with them.
- TD Epoch (New York)coreHarbour has partnered with New York-based manager TD Epoch to offer the Epoch Global Quality Select Equity Fund (unhedged and hedged) in New Zealand. TD Epoch focuses on companies that reinvest in their business using capital effectively, and must demonstrate meaningful ESG integration.
- InvestNowcoreInvestNow is a New Zealand-based online platform (provided by Implemented Investment Solutions) that provides access to all Harbour Investment Funds for DIY investors. Harbour has no transaction or admin fees through this channel.
- Acadian Asset ManagementcoreAcadian Asset Management is one of the underlying investment managers in the Harbour Active Multi-Manager Global Equity Fund, providing a quantitative, factor-based systematic investment approach.
- Antipodes PartnerscoreAntipodes Partners is one of the underlying investment managers in the Harbour Active Multi-Manager Global Equity Fund, providing a fundamental, pragmatic value investing approach across global markets.
- Hunter Investment ManagementminorHarbour Asset Management is also the issuer of Hunter Investment Funds. Tony Hildyard oversees the Hunter Global Fixed Interest Fund as Senior Portfolio Specialist. The Hunter Investment Funds have their own Product Disclosure Statement available on the Hunter Investments website.
- Roots of EmpathyminorHarbour is proud to sponsor Roots of Empathy in New Zealand schools, an international evidence-based classroom programme that reduces aggression among schoolchildren by raising social/emotional competence.
Scale indicators2 records
Recent moves9 records
Expansion highlights5 records
Harbour Asset Management competitors and assessment
Company assessmentDirect peers
- Milford Asset Management: One of NZ's largest independent asset managers offering KiwiSaver, managed funds and multi-asset portfolios. Direct peer to Harbour with overlapping investor base, similar product structure, and competing for the same NZ institutional and retail mandates.
- Fisher Funds Management: NZ boutique investment manager with KiwiSaver and managed fund products across NZ and Australasian equities. Directly comparable to Harbour in product mix, retail/institutional split, and active fundamental approach to NZ equities.
- Generate Investment Management: NZ-based KiwiSaver and investment fund manager focused on active management and income-oriented portfolios. Direct peer with overlapping KiwiSaver scheme relationships and similar Australasian equity / multi-asset product lineup.
- Salt Funds Management: NZ boutique active equity manager running NZ and Australasian long/short and long-only funds. Direct competitor to Harbour's Australasian Equity and Long Short funds for retail and institutional KiwiSaver allocations.
- Nikko Asset Management New Zealand: NZ arm of Nikko AM offering KiwiSaver, managed funds and multi-asset solutions. Competitor across the same KiwiSaver/institutional segments Harbour serves, including similar diversified fund architecture.
- Booster Investment Management: NZ KiwiSaver and managed fund provider with multi-asset and Australasian equity options. Peer in KiwiSaver scheme selection and similar mid-sized NZ active manager profile, overlapping client segments.
Broad incumbents
- ANZ Investments: The investment arm of ANZ Bank NZ providing KiwiSaver, term deposits and wealth solutions. Functions partly as an incumbent client for Harbour (BNZ KiwiSaver management) but also competes in retail KiwiSaver distribution with a larger balance sheet.
- AMP Capital (now Lantern Partners): Australian/NZ asset manager offering diversified funds and KiwiSaver following the AMP Capital carve-out. Broader incumbent offering competing with Harbour in multi-asset and Australasian mandates for institutional clients.
- BlackRock Investment Management: Global asset management giant with iShares passive products and broad active funds. Competes indirectly with Harbour in NZ institutional allocations and on global equity mandates (where BlackRock is a benchmark).
Regional players
- Jarden Wealth Management: NZ wealth advisory and investment business (former employer of Harbour Co-CEO Chris Wilson). Adjacent player with securities research, advisory and investment products relevant to how Harbour competes for advised retail flows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Harbour Asset Management social profiles
Digital presenceHarbour Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Harbour Asset Management leadership team
Management profileNumber of profiles
Harbour Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Harbour Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Harbour Asset Management
What does Harbour Asset Management do?
Harbour Asset Management is a New Zealand-based investment management company that manages a diversified range of investment funds spanning fixed interest, Australasian and global equities, and multi-asset portfolios. The firm offers its funds through self-directed retail platforms, financial adviser networks, direct relationships, and bespoke institutional mandates, supported by in-house fundamental research and ESG integration.
Is Harbour Asset Management a public or private company?
Harbour Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Harbour Asset Management founded?
Harbour Asset Management was founded in 2009. It employs 11 to 50 people.
Where is Harbour Asset Management based?
Harbour Asset Management is headquartered in Wellington, New Zealand, in the Oceania region.
How does Harbour Asset Management make money?
One revenue line is on record: management fees from managed funds.
Who are Harbour Asset Management's main competitors?
Direct peers on record are Milford Asset Management, Fisher Funds Management, Generate Investment Management, Salt Funds Management, Nikko Asset Management New Zealand and Booster Investment Management. Broad incumbents are ANZ Investments, AMP Capital (now Lantern Partners) and BlackRock Investment Management. Jarden Wealth Management is listed as a regional player.
Does Harbour Asset Management have an API?
No public API is recorded for Harbour Asset Management.
What industry is Harbour Asset Management in?
Harbour Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of BPAIAEAG, Public Asset & Investment Management. Its NAICS code is 523940 and its SIC code is 6282.