Parnell, Auckland 1151, New Zealand
Mon - Fri : 9AM - 5PM
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Building the right network of trusted partners to enhance value.
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Driving investments with innovation that guarantees continuity..
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Delivering a modern structure for responsible leadership at scale.
Successful commercial investing depends on thorough analysis, not whimsical prediction. Go ahead, get started!
We help our clients achieve their most ambitious goals by putting the strategies of the most prosperous people, families, and institutions in the world into action through our knowledge and dedication.
Our durability, which spans years and generations, stems from the awareness that we are more than just a financial organization. We are engaged members of our communities, leaders in commerce and philanthropy on a worldwide scale, and conscientious designers of cutting-edge programs for employee support and benefits.
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Thorough study, not speculative prediction, is required for successful commercial investing. Covisory Holdings thinks that good fortune in investing results from smart thinking. The firm's purpose is to employ value-oriented investment thesis-driven bottom-up analytical techniques, complex legal and financial frameworks, and proactive asset management to deals.
We put the ideas of the globe's most successful people, families, and organizations into action via our experience and devotion, allowing us to assist our customers in reaching their most lofty targets.
Our history, going back years, stems from the awareness that we are more than just a financial organization.
We are engaged members of our communities, worldwide business and philanthropic leaders, and mindful designers of innovative financial compensation and support programs.
Our teams attempt to generate value across numerous sectors, industries, and locations by investing in leveraged buyouts, public equity, structured finance, FX trading, venture capital, and real estate.
We feel that our people and the common principles we've promoted from our inception are the foundation of our competitive edge. This has enabled us to make a long-term difference for a wide range of investors, including pension funds, endowments, foundations, and individuals.
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A lot of fiscal time period learning about your specific financial objectives and requirements before designing a portfolio to assist you achieve the, hence, we do not provide pre-packaged portfolios.. We additionally check in on a frequent basis to see whether anything in your life has changed that would need portfolio plan modifications.
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We are one of the world's leading asset managers, managing assets through active investing methods, with over 370 billion dollars in assets under management. We assist individual and institutional clients in developing and protecting their financial assets ranging from fixed income, stocks, etc.
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It's more crucial than ever to create a plan in recent times. Our framework for financial preparation not only provides you the assurance that you're prepared for everything, but it's also intended to help you achieve all of your aspirations in the upcoming days.
We distinguish our investment services from those of our competitors based on the experience of our consultants, our proprietary investment technology, culture of risk management and our investment research. In addition, we are also characterized by our unique service delivery model.
Our primary commitments include incorporating ESG factors into our investment decisions, starting with the due diligence of potential investments through to the exit process.
Covisory Holdings singular focus is preserving capital while maximizing returns and minimizing risk. Covisory Holdings invests in single property transactions, multiple property portfolios, and real estate-related operating companies.
Covisory Holdings manage a diverse and highly recognised group of endowments, foundations, public and private pension plans, financial firms, family offices, and sovereign entities across the risk/return spectrum.
The key to collaborating with top management of high-potential companies is to provide access to the right mix of operational skills, specialist sector experience, and global insights.
We have extensive qualitative and quantitative knowledge to assist you invest for a better future as a global provider of business indexes, advanced analytics, and multi-asset investment solutions.
Asset allocation, traditional and unconventional manager research, portfolio construction, and other services are among our investment solutions.
We address your specific requirements using a comprehensive, structured process honed by our work with the some of the world's largest and most advanced investors.
Covisory Holdings is among the largest global diverse investment property managers, providing a wide range of private property debt and equity solutions.
We aim to inspire teams of individuals to develop innovative business ideas. We achieve this, for example, by using a sector- and sub-sector-based approach.
It enhances our comprehension of the trends that are significant to management teams. It assists in locating fresh opportunities and controlling potential negative risks. This improves Covisory Holdings as a partner.
In order to help our clientele with asset allocation design, transformation, and ongoing risk assessment, the team at Covisory Holding's Portfolio Investment Strategy offers a personalized service.
The team creates asset allocation creation, risk analysis, and historical trading analytical techniques for the Covisory Holdings app. Events involving liquidity and substantial market metrics are also examined.
The investments of Covisory Holdings are set up in a variety of capital forms, including senior loans, mezzanine loans, preferred equity, and equity. On the basis of investment basis, capital preservation, and risk-adjusted return, Covisory holdings decide on its capital structure for a specific transaction.
Successful commercial investing depends on thorough analysis, not whimsical prediction. Covisory Holdings believes good fortune in investing is the product of good thinking.
The firm’s goal is to apply disciplined bottom-up analytical procedures, sophisticated legal and financial structures, and proactive asset management to transactions that possess a value-oriented investment thesis.
Covisory Holdings has been a national leader in the commercial private equity industry. The firm combines a vast origination platform, a disciplined investment strategy, and highly experienced professionals to generate risk-adjusted investment returns that rank Covisory Holdings among the top performers within its field.
We strive to be one of the biggest investment managers in the world by managing assets with active investment strategies and assisting private and institutional clients in creating investment portfolios and safeguarding their wealth. Our target asset size is 400 billion dollars.
We hope to provide clients with access to our global network of top-notch investment professionals for everything from fixed income to equities to alternative investments.
Covisory holdings has been providing value-added investment solutions for its clients since 2008. While our investment strategies, clients and assets have grown significantly since our founding, there have been several principles that we have followed throughout our firm’s history.
Covisory Holding's primary goal is capital preservation while maximizing returns and
lowering risk.
Covisory Holdings makes investments in single property deals, multi-property portfolios,
and operating businesses involved in the real estate industry.
The company actively engages in transactions with joint development operating partners and 3rd parties borrowers in addition to purchasing and managing properties for its own account.
Office, storage facility, retail, apartments, hotels/resorts, land, for-sale residential, and mixed-use properties are just a few of the main commercial real estate asset classes that can be considered for investment.
