The MiFID II rules are prompting interest in countries which are proven to be stable and well-regulated, such as New Zealand, Scott Masters, Executive Director of The Guardian Multi Family Office, says.

Scott Masters, why are asset managers interested in New Zealand?

New Zealand is one of the least corrupt countries in the world. Like most other Anglo-Saxon and Latin American jurisdictions, funds have an important tax advantage by offering tax-deferrals to their investors.

The country is the ideal location for our operations as a boutique, independently-owned asset manager, promoter and advisor management company for investment funds domiciled in Luxembourg.

What is the quality of investment products offered by New Zealand companies?

Asset managers can access the same types and quality of institutional products as those offered by large European institutions. As a boutique provider. We can carefully tailor our products to their needs in order to optimize the financial returns.

Which investment products are proving most attractive?

At The Guardian Multi Family Office (TGMFO), we provide our own fund product which can be directly controlled by the managers themselves (if licensed and qualified by the Luxembourg regulator).

The asset managers using our solutions have found them to be useful tools which simplify daily administration, maintain revenue levels and protect single clients from excesses of volatility. They also facilitate a move away from obscure and fee-layered structured products to those with transparent and regulated prospectuses.

What is the impact on an asset manager’s ability to retain client relationships?

The asset managers we work with not only retain, but also enhance, their client relationships. They can also overcome the challenge of competing with local asset managers operating in the client’s own domicile.

We believe asset managers should be able to operate independently while accessing our array of infrastructure, services and information systems, including an in-house fund.

  • To learn more about TGMFO’s investment products, visit us or contact Scott Masters at: This email address is being protected from spambots. You need JavaScript enabled to view it., phone +64 21 454 863.

Disclaimer: The information contained in this article is of a general nature only and does not constitute an offer or a solicitation of an offer to buy or sell securities and/or any other financial products or services. The information is not intended to be legal, investment or financial advice and does not take into account personal circumstances or investment needs. No investment decision should be made based on this information without first obtaining appropriate professional advice. Any subsequent offer or solicitation of an offer will be only to persons who satisfy us they may receive such an offer or solicitation under applicable securities laws.