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Fisher Funds Wealth Limited
Fisher Funds Wealth is a Public Company that generates the majority of its income from the Funds Management Services industry. In 2025 the company generated total revenue of $61,430,000 including sales and other revenue. The exact number of employees for this organisation is not available. The Chief Executive of Fisher Funds Wealth is Ms Rhiannon McKinnon whose official title is Chief Executive Officer. The Chairman of Fisher Funds Wealth is Mr Gregg Behrens whose official title is Chairman. Kiwi Wealth Limited is a wealth and investment organisation that is part of the KWI Group along with associated companies Portfolio Custodial Nominees Limited and Kiwi Investment Management Limited. Cash, receivables and payables comprise the Company's principal financial instruments. As a member of the Kiwibank QFE Group, the company is a Qualifying Financial Entity under the Financial Advisors Act 2008. The company manages both the Kiwi Wealth KiwiSaver Scheme and the Kiwi Wealth Managed Funds (which includes the Kiwi Wealth Managed Conservative Fund, Kiwi Wealth Managed Balanced Fund and the Kiwi Wealth Managed Growth Fund). The company has a global investment strategy which includes activities such as: Investing activities (including but not limited to the acquisition, holding and disposal of property, plant and equipment) Financing activities (for example, activities resulting in changes in the size and composition of the company's capital structure) Operating activities (all other transactions and events that are not investing or financing activities). The company manages operational risks by ensuring controls and processes in areas including: Requirements for appropriate segregation of duties between various functions, roles and responsibilities Requirements for the reconciliation and monitoring of transactions Compliance with regulatory and other legal requirements Documentation of controls and procedures Requirements for the periodic assessment of operational risks faced, and the adequacy of controls and procedures to address the risks identified Contingency plans Ethical business standards Risk mitigation, including insurance where this is effective.In early 2022, Goldman Sachs indicated that the company was for sale. Most recently, 30 June 2022, the competition to buy Kiwi Wealth is now likely just between two private equity firms, Jarden and Fisher Funds, after Pacific Equity Partners pulled out of contention.
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What's included in this industry analysis
IBISWorld's research coverage on the Fisher Funds Wealth Limited includes market sizing, forecasting, data and analysis. The most recent publication will be as current as of March 2026.
Company Details
What’s this enterprise profile about?
Fisher Funds Wealth Limited, trading as Fisher Funds Wealth, operates under the ABN and was incorporated on 24 January 2006. Fisher Funds Wealth Limited trades on the Australian Securities Exchange under the ticker code ASX:. Fisher Funds Wealth Limited primarily operates in the Funds Management Services industry in Australia.
Key Personnel
What’s included in the Key Personnel chapter?
The Key Personnel chapter outlines the principal leadership positions within Fisher Funds Wealth Limited, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.
Financials
What’s included in the Financials chapter?
The Financials chapter presents Fisher Funds Wealth Limited’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.
Growth & Ratios
What’s included in the Growth & Rations chapter?
The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.
Operating Segments
What’s included in the Operating Segments chapter?
The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which Fisher Funds Wealth Limited operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.
Competitor Benchmarking
What’s included in the Competitor Benchmarking chapter?
The Competitor Benchmarking chapter includes a comparative assessment of Fisher Funds Wealth Limited’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.
Shareholders
What’s included in the Shareholders chapter?
The Shareholders chapter provides a breakdown of the ownership structure of Fisher Funds Wealth Limited, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.
Subsidiaries
What’s included in the Subsidiaries chapter?
The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by Fisher Funds Wealth Limited. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.
History
What’s included in the History chapter?
The History chapter presents a overview of Fisher Funds Wealth Limited’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.
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Frequently Asked Questions
What is Fisher Funds Wealth Limited?
Kiwi Wealth Limited is a wealth and investment organisation that is part of the KWI Group along with associated companies Portfolio Custodial Nominees Limited and Kiwi Investment Management Limited. Cash, receivables and payables comprise the Company's principal financial instruments. As a member of the Kiwibank QFE Group, the company is a Qualifying Financial Entity under the Financial Advisors Act 2008. The company manages both the Kiwi Wealth KiwiSaver Scheme and the Kiwi Wealth Managed Funds (which includes the Kiwi Wealth Managed Conservative Fund, Kiwi Wealth Managed Balanced Fund and the Kiwi Wealth Managed Growth Fund). The company has a global investment strategy which includes activities such as: Investing activities (including but not limited to the acquisition, holding and disposal of property, plant and equipment) Financing activities (for example, activities resulting in changes in the size and composition of the company's capital structure) Operating activities (all other transactions and events that are not investing or financing activities). The company manages operational risks by ensuring controls and processes in areas including: Requirements for appropriate segregation of duties between various functions, roles and responsibilities Requirements for the reconciliation and monitoring of transactions Compliance with regulatory and other legal requirements Documentation of controls and procedures Requirements for the periodic assessment of operational risks faced, and the adequacy of controls and procedures to address the risks identified Contingency plans Ethical business standards Risk mitigation, including insurance where this is effective.In early 2022, Goldman Sachs indicated that the company was for sale. Most recently, 30 June 2022, the competition to buy Kiwi Wealth is now likely just between two private equity firms, Jarden and Fisher Funds, after Pacific Equity Partners pulled out of contention.
What industry does Fisher Funds Wealth Limited operate in?
Fisher Funds Wealth Limited, trading as Fisher Funds Wealth, is a Public Company that generates the majority of its income from the Funds Management Services industry in Australia.
Where is Fisher Funds Wealth Limited located?
Murray Cod Australia Limited company is based at 20 Ballance St, Wellington, New Zealand, New Zealand.
Who is the CEO of Fisher Funds Wealth Limited?
The Chief Executive Officer of Fisher Funds Wealth Limited is Gregg Behrens and the Chief Executive Officer is Rhiannon McKinnon.
What was Fisher Funds Wealth Limited’s revenue in 2025?
In 2025, Fisher Funds Wealth Limited generated total revenue of approximately $61.4 million.
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