About Us

Combining global expertise and local insight to help a diverse range of investors achieve their goals and purpose.

We believe in what we do

CAPNZ has extensive global experience in the field of Alternatives. The depth of our expertise across this area of the market, plus its surrounds, allows our clients' privileged access to strategic industry insights vital to achieving success.

Founded in 2013, Capital Advisory Partners NZ Ltd (CAPNZ) is an independent placement agent and fund distributor of Alternative investments. In the past, we have focused on private equity, private credit and hedge fund strategies however have broadened our offerings to include real assets, ESG and impact investments. We have a long-standing reputation for identifying and working with top tier Alternative specialists that bring superior returns for our investors. Our goal, is to assist our clients with the ongoing task of funding and growing their businesses effectively, and helping them to ensure optimal positioning, growth and performance.

For our network of investors we provide opportunities to partner with teams that have demonstrated an ability to generate market leading returns and whose interests are aligned with those of their investors.

Through our methodology of being a conduit between capital raisers and investors we provide the tools that allow investment professionals and participants to add true diversification to multi-strategy investment portfolios, and provide access to alternative strategies that provide a different yet often more secure pathway to achieving asset growth and income.

We have operated in this space for over 15 years and developed an expertise that has made us leaders of raising capital for Alternative strategies in New Zealand and offshore.

CAPNZ TEAMCapitalizing on the real-world experience

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Charles Batchelor
Managing Director

Charles has over 30 years’ experience in finance and investment. Prior to founding CAPNZ, Charles spent 17 years in global financial markets. From 1997 to 2006 he was based in New York at Credit Suisse, BT Alex Brown and CLSA Asia Pacific Markets. He also spent a year in Hong Kong at CLSA. From 1989 to 1997 Charles was at Jarden/CSFB in Wellington, New Zealand. 

This experience allowed him to develop a broad network of HNW/Family Office, Fund and Institutional relationships across USA, Europe, Asia, Australasia and New Zealand.

Charles holds a BCom (Econ) and became an individual member of the New Zealand Stock Exchange in 1995. He also gained various NASD qualifications for the USA markets.

David-Plummer
David Plummer
Consultant

David specialises in Private Equity and Impact investments. He is an investment consultant to private companies, family offices and institutions providing support for investors, fund managers and trustees in the often complex processes building portfolios.

David has a special interest in the practical application of Environmental, Social and Governance (ESG) and responsible investment governance on the opportunities in New Zealand for environmental and social impact investment.

His experience includes leading the NZ Superannuation Fund PE programme, membership of PE fund advisory and investment committees, and corporate senior management and board roles. He co-founded CAPNZ with Charles in 2013 before retiring from the company in 2021. He now provides his experience as a consultant.