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Podcast:
Aaron Martin talks with Craig Brownie, Managing Director of Bancorp Group, to discuss the the Active Investor Plus visa programme.
Thebelow information represents general information only and not officialfinancial advice.
With nearly four decades of experience in merchant and investment banking, Bancorp Group offers Active Investor Plus applicants a unique combination of fund management and comprehensive private banking services. Their three approved funds cater to different risk profiles whilst providing the liquidity and regular distributions that many migrant investors seek.
Bancorp Group, established in 1986, offers Active Investor Plus applicants a unique combination of three approved managed funds and comprehensive private banking services specifically designed for non-resident investors. Managing Director Craig Brownie brings extensive experience from one of New Zealand's larger merchant and investment banking groups, which expanded into private banking andasset management in 2007. Unlike traditional fund managers, Bancorp provides holistic services including bank account establishment without physical presence, multilingual support (Japanese, Filipino, Mandarin, Vietnamese), multi-currency transfers, property acquisition support, and immigration compliance documentation.
The firm manages three distinct approved funds catering to different risk profiles and investor preferences. Castlerock Limited Partners, established in 2016 for New Zealand institutional investors including charitable trusts, focuses on conservative, diversified company portfolios with regular distributions and flexible liquidity options. The Kakapo Fund, created specifically for the Active Investor Plus programme, emphasises sustainable private equity investments whilst contributing to New Zealand's kakapo recovery programme. Most uniquely, the Aviation and Aerospace New Zealand Fund provides tangible asset protection by purchasing modern helicopters for lease to Solus Aviation, New Zealand's largest helicopter fleet owner, supporting emergency medical services whilst generating lease income with purchase optionsfor exit liquidity.
All Bancorp funds prioritise conservative risk management, three-year liquidity options (unusual for typical 10-year private equity structures), and quarterly distributions to provide predictable income streams for investors establishing themselves in New Zealand. With New Zealand's economy recovering frompost-COVID challenges and experiencing declining interest rates, Brownie suggests current timing presents compelling opportunities for Active Investor Plus applicants. Many investors diversify across Bancorp's multiple funds whilst benefiting from simplified administration, streamlined compliance reporting, and coordinated distribution arrangements.
A big thank you to Craig Brownie from Bandcorp Group for joining us.
