The 12 closest competitors and alternatives to FirstCape among wealth management companies — ranked by similarity to what FirstCape actually does, not by market-cap band.
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FirstCape is a financial services group headquartered in Wellington, New Zealand, acting as the parent company for wealth and asset management firms like JBWere NZ and Harbour Asset Management.
FirstCape is a wealth management company headquartered in New Zealand. Xcout tracks 15 named people at FirstCape, including Chris Wilson (Co-CEO, Asset Management).
9 more named people on record for FirstCape, with roles, board committees and tenure — see the full roster →
Ranked by semantic similarity — how close each company is to FirstCape by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar wealth management company
JBWere is an Australian wealth management firm providing investment advice, philanthropic services, and family advisory to individuals, families, and for-purpose organisations.
Similar wealth management company
Cape Capital is an independent wealth management firm headquartered in Zurich, Switzerland, providing bespoke financial advice and investment solutions to individuals and families. The company offers a range of services including private equity access and in-house investment funds tailored to its clients' needs.
Similar wealth management company
Goodbody is a long-standing stockbroking and investment firm founded in Dublin, Ireland, in 1874. The company offers expert investment strategies, research, and personalized wealth management support to help clients grow their portfolios.
Investment Management
Hearts and Minds Investments (ASX: HM1) is an Australian financial services company providing a concentrated portfolio of investment ideas from leading fund managers while financially supporting medical research and charities.
Investment Management
Manning & Napier is an asset management firm headquartered in Fairport, New York. As a Callodine Group company, it provides comprehensive financial advisory and investment management services.
Investment Management
Allan Gray is a South African investment management company offering unit trusts, retirement savings, and offshore investing solutions for individuals, advisers, and institutional investors.
Similar wealth management company
Headquartered in Seattle, Washington, Fulcrum Capital LLC is an investment management firm and registered investment adviser offering specialized advisory services and financial solutions.
Investment Management
Operating as an investment manager focused on infrastructure and private equity, Foresight Group Holdings Limited extends its reach across the United Kingdom, Italy, Luxembourg, Spain, and Australia. The company organizes its activities into three core segments: Infrastructure, Private Equity, and Foresight Capital Management. Within its Infrastructure portfolio, it oversees approximately 330 assets, emphasizing investments in solar and onshore wind energy, bioenergy and waste solutions, projects facilitating renewable energy adoption, efficiency management initiatives, vital social and core infrastructure, and sustainable forestry. Its private equity arm manages various UK-based investment funds, dedicated to fostering small and medium-sized enterprises (SMEs), implementing four distinct strategies across six investment vehicles. Founded in 1984, the firm is headquartered in London, United Kingdom.
Investment Management
Conduit Capital is a JSE-listed investment holding company that builds a diversified investment group through subsidiaries and investments. The firm operates primarily through two internal investment strategies focused on insurance and private investments.
Not Applic
Firstmac is an Australian financial services company that provides home loans and asset finance products, including car and caravan loans. The company serves individual consumers seeking personal loans, as well as working with home loan brokers, car loan brokers, and institutional investors.
Personal Development & Spirituality
Inspired Evolution is a specialised investment manager headquartered in Cape Town, Western Cape, focused on clean energy and infrastructure investments.
Not Applic
Underwood Capital Limited is a Sydney-based investment firm, established in 2014, that specializes in generating capital appreciation for its shareholders over a medium-term horizon. The company achieves this by strategically investing in a diverse range of publicly traded and privately held equities, as well as various debt instruments. The entity, which previously operated as Hygrovest Limited, officially adopted its current name, Underwood Capital Limited, in December 2024.
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