By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts.
Accept CookiesCustomer Success Story:
Resource:
Podcast:
Daniel Kim hosts Ally Cui from JBWere (Investment Adviser) and Molly Yang from Nexus Capital (Fund Manager) to discuss their roles in the Active Investor Plus Visa programme.
The below information represents general information only and not official financial advice.
The Active Investor Plus Visa, also known as New Zealand's "Golden Visa", requires significant investment in the New Zealand economy with complex compliance requirements that have evolved multiple times in recent years. Understanding the distinction between investment advisers and fund managers is crucial for successful visa applicants.
Ally Cui | Investment Advisor at JBWere
Ally is a CFA charter holder and Investment Adviser at JBWere (New Zealand's largest asset management and wealth advisory firmmanaging $65 billion) who brings ten years of specialised experience helping migrant investors navigate the visa requirements. JBWere's role focuses on ensuring clients understand and comply with immigration rules whilst structuring portfolios that meet both investment goals and regulatory requirements.
Molly Yang | Fund Manager at Nexus Capital
Molly is an Operating Partner at Nexus Capital, who brings 17 years of corporate finance experience across venture capital and private equity in New Zealand and China. Previously holding a senior position at New Zealand Growth Capital Partners, Molly now manages funds at Nexus Capital, a specialist private equity fund approved by New Zealand Trade and Enterprise.
Investment Advisers like Ally help clients navigate the complex immigration landscape, particularly around the $5 million Growth Category visa requirements. They assist with:
Fund Managers like Molly collect investor funds and make investment decisions according to specific investment mandates. They handle the active deployment of capital and seek out investment opportunities that align with the fund's strategy.
A big thank you to Ally Cui from JBWere and Molly Yang from Nexus Capital for joining us.
