Koura Wealth

Key Managers
Rupert Carlyon
Ownership
Website

Our Coverage

my net worth rupert carlyon founder of koura wealth

Rupert Carlyon launched KiwiSaver provider kōura Wealth in 2017. It now has 2,500 members and $85 million under management. After leaving Auckland Grammar School, the born-and-bred Aucklander moved s

Thu, Jan 01 1970

perpetual guardian buys trustees executors private wealth division

Perpetual Guardian Group has bought the private wealth division of Trustees Executors for an undisclosed sum. The deal will give the group a new set of high-wealth clients. The acquisition doesn’t i

Thu, Jan 01 1970

singapores 316000 toyotas fuel angst over wealth gap

By Low De Wei, Yoojung Lee and Jinshan Hong, with assistance from Kevin Varley and Stephanie Phang For most of her life, Sabrina Vu had a car, even though you can’t drive far in her native Singapor

Thu, Jan 01 1970

kiwi wealth sell it like it is

Flush with cash and ready to go, Fisher Funds revealed the obvious on Monday this week with its $310 million winning bid for the government-owned Kiwi Wealth business. To be paid for in proportional m

Thu, Jan 01 1970

neglecting financial advice costs health and wealth

Financial advisers say not enough people are seeking their services despite evidence it makes them wealthier and happier. A Financial Services Council commissioned survey found only 18 percent of Kiwi

Thu, Jan 01 1970

the future of wealth management in new zealand

Wayne Douglas Gretzky was a professional Canadian ice hockey player and former head coach.   He played 20 seasons in the National Hockey League (NHL) for four teams from 1979 to 1999. He was nickname

Thu, Jan 01 1970

nzx in early stage talks with possible wealth technologies partners

NZX has confirmed it is considering selling a stake in its wealth technologies division to a strategic partner, after it was reported as being for sale by Investment News. The specialist news website.

Thu, Jan 01 1970

the government considered but rejected wealth tax says chris hipkins

Prime minister Chris Hipkins has confirmed the government was examining whether it could implement a wealth tax in this year’s budget, but that he canned the idea. The confirmation came in a stateme

Thu, Jan 01 1970

craigs becomes nzx wealth technologies first customer

By Jenny Ruth Nov. 16 (BusinessDesk) - Craigs Investment Partners has become NZX’s first external customer for a new wealth technologies platform which offers a combined registry, administration an

Thu, Jan 01 1970

savings fall as property wealth balloons

* Correction: An earlier version of this story incorrectly interpreted quarterly household savings figures as cumulative. In fact they show the amount saved in each quarter, not the total level of sa

Thu, Jan 01 1970

forsyth barr buys hobson wealth for undisclosed sum

Investment and research house Forsyth Barr has bought advisory firm Hobson Wealth for an undisclosed sum. The deal will take effect from Dec 11, creating a firm with more than 600 staff across 25 offi

Thu, Jan 01 1970

kiwi wealth taps private equity market

Kiwi Wealth is investing $50 million in private equity as it seeks returns in the increasingly large part of the economy that is unwilling to list on the public market. The KiwiSaver provider has comm

Thu, Jan 01 1970

the greatest wealth transfer in history

The greatest wealth transfer in history – from baby boomers to younger generations – has begun. This massive wealth transfer will have an enormous impact on investment trends, the financial sector

Thu, Jan 01 1970

dutch wealth fund picks off hawkes bay apple orchard

The Netherlands’ oldest independent wealth manager has bought a 62-ha organic apple orchard from veteran Hawke’s Bay grower John Bostock. A statement from Van Lanschot Kempen said its Kempen SDG F

Thu, Jan 01 1970

fed probes morgan stanleys international wealth management practices

By Annamaria Andriotis Morgan Stanley’s wealth-management arm is being scrutinised by the Federal Reserve, which is looking into whether the bank has sufficient controls in place to prevent rich for

Thu, Jan 01 1970

wakeup call kiwi wealth hires goldman

Summary: Global investment banking giant Goldman Sachs is reported to be shopping Kiwi Wealth, the KiwiSaver funds manager founded by Gareth Morgan, around Australian funds management operations. Else

Thu, Jan 01 1970

hobson wealth denies report its for sale

An Australian media report that Auckland-based private wealth manager Hobson Wealth is looking for a buyer has met with a firm denial from the firm. “I can unequivocally and categorically deny that

Thu, Jan 01 1970

amp wealth addresses flexi work wish

AMP Wealth Management will exit its offices in both Auckland and Wellington, but has quietly taken the 'for sale' sign off its New Zealand business. The wealth manager, which has about $6 billion in

Thu, Jan 01 1970

zipped lips on rumoured hobson wealth sale

Forsyth Barr is sticking to a tight script around mounting speculation that the wealth management firm is the top bidder in the rumoured sale of Hobson Wealth. Hobson has more than $4 billion in asset

Thu, Jan 01 1970

kiwi wealth officially on the market

Kiwi Group Holdings today confirmed it has hired Goldman Sachs to sell its fund management subsidiary, Kiwi Wealth. The fund manager is the country's fifth largest KiwiSaver provider and recently won.

Thu, Jan 01 1970

aussie money eyes kiwi wealth

As flagged last month, the government-owned investment business, Kiwi Wealth, is now a location of interest for fund management shoppers. While rumours have been circulating for some time, this week t

Thu, Jan 01 1970

nz post ponders kiwi wealth sale

Kiwi Group Holdings has enlisted Goldman Sachs to explore a possible sale of its fund management business Kiwi Wealth to free up some capital, BusinessDesk understands. One source, who declined to be.

Thu, Jan 01 1970

wheres eric watsons wealth

Businessman Eric Watson may be in jail, but his wealth continues to evade former business partner Owen Glenn. At Watson’s sentencing last week, Glenn’s lawyer outlined how difficult tracing Watson

Thu, Jan 01 1970

how to discourage wealth

“Let them eat cake” was a quote attributed to Marie-Antoinette, the bride of France’s King Louis XVI. With that callous remark, the queen became a hated symbol of the decadent monarchy and fuell

Thu, Jan 01 1970

amp abandons sale of nz wealth management unit

AMP has abandoned plans to sell its New Zealand wealth management business following disruption caused by the covid–19 pandemic to economic and financial markets. The company said it held discussio

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07am 22 December 2024 (NZT)
FundSource
FundSource is a trademark of
NZME Publishing Ltd
FundInfo

Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.

No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.

No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.

No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.

Missing data? All data comes from FE fundinfo. BusinessDesk can help you get your data loaded and updated. Email [email protected] for help.