Our Services & Expertise
For Investors Seeking Income, Clarity, and Confidence
Our Approach
World-Class Investment Trusts, Run with Bank-Grade Precision and Oversight
We pride ourselves on operating 'industrial grade' Investment Trusts, built on a foundation of robust processes, disciplined procedures, and world-class compliance programmes.
Each Investment Trust is managed strictly in line with its mandate, with rigorous internal controls and strong collaboration with independent advisors. Our framework is intentionally designed to earn investor trust through transparency, accountability, and a demonstrated commitment to excellence.
5 reasons to invest with MB Private
World-Class Team
Our team is comprised of seasoned professionals with extensive experience managing investments across global markets. This depth of expertise ensures disciplined execution and strategic oversight.
Institutional-Grade Processes and Systems
We operate with best-in-class systems and rigorous processes, treating each trust as if it were a fully regulated retail fund. Compliance is embedded in everything we do, from day-to-day operations to long-term governance.
Independent Oversight and Total Transparency
MB Private is committed to accountability and continuous improvement. We partner with New Zealand’s leading independent specialists, including Trustees Executors as independent trustees, MMC for administration and ensure the funds are audited by Big 4 Audit firm.
Unrivalled Access to Lending Opportunities
Our deep, long-standing relationships within New Zealand’s mortgage market give us direct access to some of the best private credit opportunities. We have a close relationship with one of NZ’s largest mortgage originators, as well as broad industry connections - enabling us to selectively source deals that align with each trust’s mandate and risk appetite.
Bank-Grade Credit and Risk Management
We operate genuine bank-grade credit systems, ensuring that every loan undergoes rigorous risk assessment and is structured for maximum downside protection. Our Head of Credit brings over 40 years of experience, including as Head of Credit at a major New Zealand bank. The Credit Committee, led by our founder and other senior professionals, brings unmatched credit risk expertise specific to the NZ market.
