Last deal

Amount

Private Equity

Stage

03.08.2017

Date

1

all rounds

date founded

Financing round

General

About Company
Fisher Funds is a specialist investment manager that offers investment solutions and services to help investors achieve profitable returns.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.1998

Last funding type

Private Equity

IPO status

Private

Description

Fisher Funds is a privately owned New Zealand investment manager with over 270,000 clients. They provide a range of growth and income investment options, including a KiwiSaver Scheme. With a disciplined investment approach and a team of experienced professionals, Fisher Funds aims to make investing understandable, enjoyable, and profitable for their clients. They manage over $6 billion for more than 250,000 investors, and their client services prioritize expertise and transparency to empower investors in managing their investments effectively.
Contacts
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Location

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Subsector

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Location

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count Of Investments

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M&A Details
1

Acquired by

TSB Community Trust

announced date

03.08.2017

Financials

Funding Rounds
1
1

Number of Funding Rounds

Their latest funding was raised on 03.08.2017. Their latest investor TA Associates. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
TA Associates

TA Associates

TA Associates is a global growth private equity firm.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

300

count Of Exists

159
Co-Investors
Investors
1
1

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
Yes
Private Equity
TA Associates

TA Associates

TA Associates is a global growth private equity firm.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

300

count Of Exists

159
Acquisitions
1
Acquiree Name 
Date 
Price 
Acquisition Name 
15.08.2022
$197.2M
Local Amount - NZD 310M
Kiwi Wealth acquired by Fisher Funds

Kiwi Wealth acquired by Fisher Funds

acquirer

Fisher Funds
Fisher Funds

date

15.08.2022

type

Acquisition

price

$197.2M
Kiwi Wealth

Kiwi Wealth

Kiwi Wealth is an online financial advisory platform for individuals.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Wellington, New Zealand

People

Founders
1
Carmel Fisher
Carmel Fisher

Carmel Fisher

organization founded

1

Carmel Fisher

Employee Profiles
8
Michael Raynes

Michael Raynes

Head Of Distribution

Marcus Wild

Marcus Wild

Chief Marketing Officer

Vedran Babic

Vedran Babic

Chief Operating Officer

Bruce McLachlan

Bruce McLachlan

Chief Executive Officer

Jody Kaye

Jody Kaye

Chief Financial Officer

Activity

Recent News
0