In 1991, we saw investors caught between the risks of the typical investment management approach and the lower returns of the bank. So we decided to provide a better way – one that aims to preserve the value of our clients’ hard-earned capital even when markets fall, and achieve returns that consistently outperform the bank. In the video, NZAM’s principals tell the story behind our “Absolute Return” investment approach, and why our clients find it an attractive alternative to the more typical relative return approach.
NZAM is a privately owned firm, originally owned by the founding principals. However, they recently sold a controlling interest in the company to Alvarium Investments (NZ) Limited, a subsidairy of LJ Partnership, to realise synergies and gain access to exclusive private equity deals.
About LJ Partnership
LJ Partnership (soon to rebrand as Alvarium Partners) was established in 2009 and is an investment firm and merchant banking partnership advising institutional and private clients. This includes a select group of global families, their family offices, operating companies and charitable foundations, as well as corporates, sovereign wealth funds and institutional investors.
LJ Partnership supervises over US$15bn of wealth under management and has to date invested over US$3bn of equity, primarily in real estate. The Group employs 200 staff across 8 offices, located in London, New York, Miami, Hong Kong, Auckland, Geneva, Lisbon and the Isle of Man. It is a privately owned company with major shareholders spanning the Middle East, Europe, the Americas and Hong Kong. More information is available on their website https://ljpartnership.com
Our Story: A Better Way
NZAM in the Community
As a passionate team of investment professionals with a commitment to protecting and growing client wealth, this ethos extends to the way we actively contribute back into our local community. We support a range of charities and decisions about which organisations to support is motivated either by individual staff interests, or collectively as a firm. Any investment decision is based on those organisations that we believe deliver a significant social return on our philanthropy.