Insights
A new partnership for Pathfinder

We are delighted to share the news that the Rātā Foundation has acquired a 25% stake in Alvarium Wealth Management Holdings - which owns Alvarium and Pathfinder. Rātā is the South Island’s most significant community investment fund, managing capital that generates around $26 million per annum to invest in its funding regions of Canterbury, Nelson, Martinborough, and the Chatham Islands.  

The transaction delivers against the strategic goals of both organisations: for Rātā Foundation to expand direct investment and co-investment in pursuit of strong financial returns and positive community outcomes; for Alvarium and Pathfinder to continue to diversify and grow, expand our South Island presence, and partner with community-based organisations to deliver values-aligned returns. 

"We see this investment as an exciting growth opportunity for both organisations and welcome the substantial mana that having Rātā as a shareholder brings. Rātā Foundation's work, mission, and values are closely aligned with ours at Pathfinder, as we remain committed to generating both individual wealth and collective wellbeing for Kiwis" says John Berry, Pathfinder CEO and Alvarium stakeholder.

Rātā Chief Executive Leighton Evans says, “Pathfinder is an excellent fit for Rātā as its investment approach is founded on a respect for people, animals, and the planet, so it matches our strong commitment to ethical investment and our purpose to help create an equitable and sustainable society”. 

Importantly, whist this is an exciting opportunity for Pathfinder, we want you to know, that we will remain business as usual. As always, if you have any questions please get in touch