Consilium recently cracked through the $9 billion in funds under management (FUM) mark, cementing its position as one of New Zealand’s fastest-growing investment platforms.
Managing director Scott Alman says this milestone highlights the increasing demand for innovative and future-ready financial solutions.
“Reaching $9 billion in FUM is a testament to the trust advisers place in Consilium,” he says. “We are committed to equipping advisers with the technology, support and investment solutions they need to navigate an evolving financial landscape and deliver exceptional client outcomes.”
Consilium Wrap’s ecosystem using FNZ is designed to support sustained growth, offering ESG portfolio analysis, a flexible rebalancing engine, and comprehensive reporting on holdings, performance, and tax. The recent launch of virtual banking enables same-day account funding, providing a faster, more seamless client experience.
He says firms that have transitioned to Consilium Wrap are experiencing significant growth, reinforcing the platform’s ability to help firms scale effectively.
Lyford Investment Management became a partner firm in 2017. By using the advanced resources and intellect of the investment analyst team at Consilium, Lyfords is able to spend more time talking with and helping our clients. The efficiencies have enabled Lyfords to charge modest fees while recommending complex and diversified investments. Being a partner firm of Consilium has been excellent for both Lyfords and our clients.
Consilium’s Partner Firm service is designed for independent advisory firms that have achieved a high level of growth and professionalism.