Fisher Funds Wealth Limited - Australian Company Profile

What does Fisher Funds Wealth Limited do?

Fisher Funds Wealth is a Public Company that generates the majority of its income from the Funds Management Services industry.

In 2022 the company generated total revenue of $54,714,000 including sales and other revenue. The exact number of employees for this organisation is not available.

The Chief Executive Officer of Fisher Funds Wealth is either not applicable or not available.The Chairman of Fisher Funds Wealth is either not applicable or not available.

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.

Enterprise Profiles - table of contents

Enterprise Details

Get a high-level overview of Fisher Funds Wealth Limited, including registered business details, an enterprise synopsis, SWOT analysis and main brands and products.

Key Personnel

We outline the key personnel at Fisher Funds Wealth Limited by position type and title.

Enterprise Financials

Get a full view of Fisher Funds Wealth Limited’s financials, including Profit and Loss Account (Revenue, Interest, Profit and Loss, and Audit Fees) and Balance Sheet (Current Assets, Non-Current Assets, Current Liabilities, Non-Current Liabilities, Shareholders’ Equity), as well as Number of Employees, Number of Share on Issue, Market Capitalisation and Earnings per Share where available. Note: we do not provide a full financial details for all company profiles.

Growth & Ratios

Get a clearer picture of Fisher Funds Wealth Limited’s performance, with key financial ratios and data on financial growth.

Operating Segments

Understand the main operating divisions of Fisher Funds Wealth Limited, including Revenue and Assets under each Segment, Industries and Geographic Locations Fisher Funds Wealth Limited operates in.

Competitor Benchmarking

Compare Fisher Funds Wealth Limited’s financial ratios and growth to peers in their industries of operation for a clearer picture of performance.

Major Shareholders

We outline the ultimate parent and largest shareholders of Fisher Funds Wealth Limited.

Subsidiaries

View a list of Fisher Funds Wealth Limited’s associated companies, holding company, joint ventures and trusts, both domestic and international.

History

Find out more about the history and background of Fisher Funds Wealth Limited, including founding information, past announcements, mergers and major projects.