Funds Management and Other Investment Services in New Zealand - Market Research Report

Funds Management and Other Investment Services industry trends (2014-2019)

poll Average industry growth 2014–2019: 6.4%

The Funds Management and Other Investment Services industry has recorded consistent revenue growth over the past five years. Strong domestic sharemarket performance has bolstered both the rising value of managed funds and greater sharemarket activity, underpinning industry revenue growth over the period. The increasing size of the KiwiSaver scheme and its significance to the financial system have provided an additional channel for industry growth over the past five years, as demand for funds management, custodial and trustee services has risen. Industry revenue is anticipated to grow by 3.1% in the current year, to $4.1 billion, as activity in financial markets remains robust. Overall, industry revenue is expected to rise at an annualised 6.4% over t...
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Funds Management and Other Investment Services industry outlook (2019-2024)

poll Average industry growth 2019-2024: x.xlockPurchase this report or a membership to unlock the average company profit margin for this industry.

The Funds Management and Other Investment Services industry is projected to continue growing over the next five years, albeit at a slower rate than over the past five years. A rise in funds under management and the KiwiSaver scheme, which continues to grow in significance to the financial system, are forecast to drive industry growth over the next five years. Industry enterprise and employment numbers are also projected to rise over the period. However, the emergence of robo-advice is anticipated to change the financial planning segment's operating landscape, partially offsetting growth. Overall, industry revenue is forecast to grow at an annualised X.X% over the five years through XXX-XX, to $X.X billion. Funds under management Continued growth in...
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Funds Management and Other Investment Services industry statistics

  • attach_money Market Size: $4bn
  • business Number of Businesses: 3,671
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 7,378

Biggest companies in the Funds Management and Other Investment Services industry

The Funds Management and Other Investment Services in New Zealand industry has no companies with major market shares. Get the full report to find out why.

What is Funds Management and Other Investment Services industry?

Industry Definition

Industry operators provide funds management services, financial planning, mortgage broking, nominee services, trustee services and custodial services. The industry also engages in stock exchange operation, share registry operation and credit card administration. Operators typically generate income on a commission or fee basis.

Industry Products and Services

  • Funds management services
  • KiwiSaver and superannuation investment schemes
  • Financial planning and retirement advice
  • Custodial, trustee and administration services
  • Other services

Industry Activities

  • Portfolio investment management
  • Financial asset investment consultancy
  • Financial planning
  • Stock exchange operation
  • Share registry operation
  • Trustee services provision
  • Custodial services provision
  • Credit card administration
  • Mortgage broking

Market research report - table of contents

Industry Definition

Industry operators provide funds management services, financial planning, mortgage broking, nominee services, trustee services and custodial services. The industry also engages in stock exchange operation, share registry operation and credit card administration. Operators typically generate income on a commission or fee basis.

Main Activities

  • Portfolio investment management
  • Financial asset investment consultancy
  • Financial planning
  • Stock exchange operation
  • Share registry operation
  • Trustee services provision
  • Custodial services provision
  • Credit card administration
  • Mortgage broking

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

The value of managed funds influences sharemarket and financial market activity. Fund managers and other financial advisers are typically paid a fee based...
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Value of managed funds
Cash rate
High income earners
NZX 50 index

Current Performance

Sharemarket activity
KiwiSaver
Financial planning
 Chart: Revenue Growth

Industry Outlook

KiwiSaver
Financial planning
 Table: Funds Management and Other Investment Services in New Zealand - Market Research Report Industry Revenue Outlook

Industry Life Cycle

Life Cycle Reasons
 Chart: Benchmarking - Funds Management and Other Investment Services in New Zealand - Market Research Report Industry Lifecycle vs The Economy

Supply Chain

Key Buying Industries

Life Insurance in New Zealand
Superannuation Funds in New Zealand
Consumers in New Zealand




Key Selling Industries

Accounting Services in New Zealand
Advertising and Market Research Services in New Zealand
Technical and Vocational Education and Training in New Zealand




Products & Services

Operators in the Funds Management and Other Investment Services industry provide a range of financial services. These services include funds management se...
Superannuation funds and KiwiSaver scheme operators.
Retail investors and households
Insurance offices
Government sources


Demand Determinants

Demand for industry services is reflected in the net inflow of funds to pooled investment schemes and consumers' willingness to spend on financial advisor...
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Major Markets

Superannuation funds and KiwiSaver scheme operators.
Retail investors and households
Insurance offices
Government sources



 Chart: Major Market Segmentation for the Funds Management and Other Investment Services in New Zealand - Market Research Report Industry

International Trade

Business Locations

Chart: Business Locations by State Chart: Business Locations by State

Market Share Concentration

Market share concentration in the Funds Management and Other Investment Services industry is low. The four largest players are expected to account for les...
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Key Success Factors

Cost Structure Benchmarks

Profit, Purchases, Wages, Other Costs
 Chart: Cost Structure Benchmarking – Sector vs Funds Management and Other Investment Services in New Zealand - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

 Table: Barriers to Entry Checklist for the Funds Management and Other Investment Services in New Zealand - Market Research Report Industry

Industry Globalization

The Funds Management and Other Investment Services in New Zealand industry has no major companies. Get the full report to find out why.

Capital Intensity

The Funds Management and Other Investment Services industry displays moderate capital intensity. For every dollar paid as wages, an estimated $0.15 is spe...
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 Chart: Level of Capital Intensity for the Funds Management and Other Investment Services in New Zealand - Market Research Report Industry
 Chart: Tools of the Trade: Growth Strategies for Success

Technology & Systems

Revenue Volatility

Chart: Volatility vs Industry Growth Chart: Volatility vs Industry Growth

Regulation & Policy

Industry Assistance

Table: Industry data Table: Industry Data for the Funds Management and Other Investment Services in New Zealand Industry

Industry Revenue (2007-2025)
Industry Gross Product (2007-2025)
Establishments (2007-2025)
Businesses (2007-2025)
Employment (2007-2025)
Exports (2007-2025)
Imports (2007-2025)
Wages (2007-2025)
Domestic Demand (2007-2025)

Table: Annual Percentage Change for Key Industry Data Table: Annual Percentage Change for Key Industry Data

Table: Key Ratios for Industry Key Dat Table: Key Ratios for Industry Key Data

Table: Industry Financial Ratios Table: Industry Financial Ratios

Liquidity Ratios
Coverage Ratios
Leverage Ratios
Operating Ratios
Cash Flow & Debt Service Ratios (% of Sales)
Assets, %
Liabilities, %

FUNDS UNDER ADMINISTRATION (FUA)

FUNDS UNDER MANAGEMENT (FUM)

MANAGEMENT EXPENSE RATIO

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Included in Report

  • Industry Financial Ratios
    Industry Financial Ratios
  • Revenue Forecasts
    Revenue Forecasts
  • Historical and Forecast Growth
    Historical and Forecast Growth
  • Industry Market Size
    Industry Market Size
  • Industry Major Players
    Industry Major Players
  • Profitability Analysis
    Profitability Analysis
  • SWOT Analysis
    SWOT Analysis
  • Industry Trends
    Industry Trends
  • Industry Operating Conditions
    Industry Operating Conditions
  • Porter's 5 Forces Analysis
    Porter's 5 Forces Analysis

Why buy this report on the Funds Management and Other Investment Services industry?

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This report on Funds Management and Other Investment Services in New Zealand:

  • Provides Market Size information to assist with planning and strategic decisions.
  • Includes the necessary information to perform SWOT, PEST and STEER analysis.
  • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
  • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.

The Funds Management and Other Investment Services in New Zealand market research report includes:

  • Historical data and analysis for the key drivers of this industry
  • A five-year forecast of the market and noted trends
  • Detailed research and segmentation for the main products and markets
  • An assessment of the competitive landscape and market shares for major companies
  • And of course, much more

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