Consilium provides financial advisers and institutions access to a custodial wrap platform, an evidence based CEFEX accredited investment solution, a discretionary investment management service (the Synergy Investment Programme) and an innovative self-select KiwiSaver scheme (the KiwiWRAP KiwiSaver Scheme*).
Consilium hold both a discretionary investment management service (DIMS) market services licence and a managed investment scheme (MIS) manager licence issued by the Financial Markets Authority.
As a champion of professional financial advice, and those who deliver it, Consilium works with more than 140 advisory firms across New Zealand, with assets under administration in excess of $8 billion.
*Consilium NZ Limited is the issuer of the KiwiWRAP KiwiSaver Scheme. For more information on KiwiWRAP KiwiSaver Scheme including a copy of the Product Disclosure Statement, visit us at www.kiwiwrap.co.nz.
The CIC is a team of investment specialists within the wider Consilium business with extensive domestic and international experience in the financial services industry. The CIC includes an independent academic consultant with a focus on governance, analytical support and policy review.
MyFiduciary is an organisation that specialises in the development of investment strategies and frameworks for a wide range of investment organisations. The MFIC is a team of investment specialists who provide recommendations to Consilium for portfolio asset allocations of MyFiduciary portfolios available through Synergy.
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Frequently Asked Questions