Scale and Growth Fisher Funds is a large, established New Zealand wealth manager with over 500,000 clients and more than $25 billion in funds under management, indicating strong market presence and potential upsell opportunities to existing KiwiSaver and Managed Funds customers.

Active Management The in-house, actively managed investment team brings deep expertise and a track record of attempting to outperform markets, suggesting potential for premium advisory services, customized portfolios, and higher-value consulting engagements.

Responsible Investing A robust responsible investment policy across all funds aligns with growing demand for ESG/RI solutions, presenting opportunities to offer enhanced RI reporting, impact investing products, and sustainability-focused fund options to current and prospective clients.

Strategic Partnerships Past collaborations and acquisitions (Kiwi Wealth, partnerships with Kiwibank) indicate openness to partnerships and referrals, signaling opportunities for co-marketing, white-label solutions, or referral arrangements to broaden client reach.

Leadership and Talent recent leadership changes and CIO transitions imply a period of strategic realignment, which can be a moment to propose modern technology deployments, analytics platforms, and advisory workflow improvements to support new strategic goals.