Who We Are

Gareth Morgan Investments (GMI) is a privately-owned investment management company, established and directed by economists Gareth Morgan and Andrew Gawith. Gareth and Andrew founded economic forecasting company, Infometrics Ltd. in 1983. They established GMI to service private investors who wanted personal and transparent management of their investments.

The company currently manages $1.2 billion, making it one of the largest private fund managers in New Zealand. GMI is a New Zealand owned and operated company.

GMI OPERATES ON THE FOLLOWING PRINCIPLES

  • The importance of transparency; allowing investors to know exactly where their savings are invested and how they are being managed;
  • A total respect for investors’ property rights over their money;
  • A dynamic asset allocation strategy to protect peoples’ wealth as market conditions change.

 

WE TAKE A FRESH APPROACH TO THE WORLD OF FUNDS MANAGMENT

  • We don’t unitise—clients have direct ownership of their investments, can see exactly where they are invested and can check our valuations against published data.
  • We don’t accept commissions or incentives from product providers. It’s important that we are in no way compromised by how we choose a clients’ investments. We make investment decisions based on the clients’ best interests, not the lure of all-expenses paid trips to Tahiti or fat commission cheques! 
  • We don’t have agreements with other financial institutions to market their products – banking, insurance, etc.
  • We are focused solely on portfolio management and our income is earned entirely from fees directly charged to our clients. 

 

WE DISTINGUISH OURSELVES IN THE MARKET BY OFFERING OUR CLIENTS

  • A very high level of personal service
  • An in-house, hands-on investment strategy team
  • Detailed, online monthly reports on their investments
  • Competitive fees



Preserving client wealth is our guiding philosophy. Wealth enhancement is a second order goal. This strategy has led to us out-performing market benchmarks in 14 of the last 20 years. 

More on our approach to investing.