Macquarie Group (New Zealand retail wealth management business) Overview

  • Status
  • Acquired/​Merged
  • Employees
  • 31
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Macquarie Group (New Zealand retail wealth management business) General Information

Description

Provider of wealth management services in New Zealand. The company works with individuals and trusts, including charities and family trusts, to manage wealth through a range of investment options. Its services include investment planning, sharebroking services, investment strategy expertise, portfolio design and construction, ongoing monitoring and advice, and portfolio management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Brokerage
Primary Office
  • 88 Shortland Street
  • L17
  • Auckland
  • New Zealand
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Macquarie Group (New Zealand retail wealth management business) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Macquarie Group (New Zealand retail wealth management business) Executive Team (1)

Name Title Board Seat Contact Info
Laurence Fitzpatrick Head
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Macquarie Group (New Zealand retail wealth management business) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Macquarie Group (New Zealand retail wealth management business) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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