Consilium surpasses $9 billion milestone, fuelling adviser growth
Consilium has reached a major milestone, surpassing $9 billion in funds under management (FUM), cementing its position as one of New Zealand’s fastest-growing investment platforms.
For over a decade, Consilium has partnered with financial advisers providing the technology, investment solutions, and support needed to scale their businesses with confidence.
Today, with Consilium Wrap experiencing such rapid growth, this $9 billion milestone highlights the increasing demand for innovative and future-ready financial solutions.
"Reaching $9 billion in FUM is a testament to the trust advisers place in Consilium," says Scott Alman, Consilium Managing Director. "We are committed to equipping advisers with the technology, support and investment solutions they need to navigate an evolving financial landscape and deliver exceptional client outcomes."
Consilium Wrap’s ecosystem is designed to support sustained growth, offering ESG portfolio analysis, a flexible rebalancing engine, and comprehensive reporting on holdings, performance, and tax. The recent launch of virtual banking enables same-day account funding, providing a faster, more seamless client experience.
Firms that have transitioned to Consilium Wrap are experiencing significant growth, reinforcing the platform’s ability to help firms scale effectively.
One of Consilium Wrap’s success stories is Wealthpoint, a co-operative representing around 50 adviser firms across New Zealand. Wealthpoint selected Consilium Wrap after a competitive RFP process, seeking a custodial platform that offered sophisticated model portfolio management, cost efficiency, and operational flexibility.
“With the support of the Consilium team we have grown to over $600 million in FUM on Consilium Wrap” says Simon Manning, Wealthpoint Chief Executive Officer. “Consilium Wrap has been instrumental in helping us scale while maintaining efficiency,”
“Our advisers have access to a wealth of expertise and support to help them maximise the benefit of using the platform. We received hands-on assistance throughout the transition process, from managing client communications to streamlining transfer processing and it continues to be a very successful partnership,” says Simon Manning.
“Surpassing $9 billion in FUM is not just a milestone for us —it’s a reflection of Consilium’s commitment to delivering scalable, future-focused solutions and helping advisers build stronger, more resilient businesses,” says Scott Alman.