About Us

About Us

Upstream Venture was incorporated in 14th Dec.1956 and it has continued to grow and prosper since that time. We became a registered Non-bank Deposit Taker in 2003.

Upstream Venture is proud of its record of servicing depositors even during the 2008 Global Financial Crisis (GFC).
Upstream Venture was one of the few finance companies which met all of its obligations to depositors on due date through this very difficult period.
Upstream Venture was listed on the NZX on 6 August 2018 via a reverse takeover transaction. The listed parent company is Upstream Venture.
Upstream Venture owns General Finance and also owns Investment Research Group, a well-known investment services and research firm. The directors and staff of Upstream Venture are proud of our record of servicing both borrowers and depositors and we welcome the opportunity to work with you to help you achieve your financial objectives.

TRUST, EXPERIENCE, EXPERTISE
AND KNOWLEDGE

We offer our investors access to high-growth investment opportunities in the financial markets through the utility of state-of-the-art technical facilities and the implementation of industry standard cryptocurrency trading strategies. We are pleased to offer some of the most dynamic and high-performing investments services available.

OUR INVESTMENT PHILOSOPHY

We will maintain a consistent decision making process within the organization and invest responsibly as a major investment firm. By looking for market inefficiencies, we determine the gap between the optimal price and the current market price of the asset, and produce excess revenue. We look for investment opportunities through intensive research, analysis and insight. With a continuous and consistent investment approach and extensive risk management, we aim to steadily reach our investment goal. We combine our deep knowledge of local markets with the power of coordinated global oversight to drive better investment outcomes for our investors.

PROFESSIONAL ASSET/INVESTMENT MANAGERS AND FINANCIAL ANALYSTS

With employees in more than 40 locations worldwide, our operations extend across global financial capitals and important regional centres. This brings us closer to our investors around the world, and provides invaluable asset management and investments services to our investors. We combine our deep knowledge of local markets with the power of coordinated global oversight to drive better investment outcomes for you.

We are a leading financial investment platform focusing on various aspect of finance and wealth management by providing access to over 4,000 funds and assets listed on the major capital markets ranging from investments banking, stock Broking, fund escrow services, forex, Gold and the most recently developed Cryptocurrencies,

Built for you

Our platform is designed for everybody. You can manually pick your own investment package and let our qualified professionals and automated systems manage your investments for you. And if you need help, there are real people to talk to via our live chat

ETFs and Assets listed on the major stock markets, ISA’s investment services, Pensions and insurance bonds(onshore and offshore), third party providers such as Self Invested Personal pensions providers, advisory professionals, discretionary investment managers, portfolio management, lifetime cash flow modeling and a comprehensive financial planning infrastructure for investors in a more tax-efficient way.

What We Do

We’re proud to be an asset management company whose culture is driven by strong values and a long-term vision. At Upstream Venture, our vision, mission and core values serve as the catalyst in our relations with our clients, employees, shareholders and in the communities in which we live and work. They are our guiding compass in our business each day.

Upstream Venture is dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons.

We provide investment products and solutions to our clients across the world. Our breadth of investment capabilities is extensive and among the most innovative within the market.

We’re a truly global asset manager, with offices in over 40 locations and investment centres in more than 20 locations.

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

Upstream Venture was founded on a simple but revolutionary idea that an investment company should be run for the sole benefit of its investors. And so Upstream Venture was designed to be different, removing outside owners and outside interests from the equation. Because of our investor-owned structure, Upstream Venture's success can only be measured by your success.

Low costs, a long-term orientation, and focus on your goals are at the core of Upstream Venture's investing philosophy, and not just because they sound good. They're essential to our approach because they're essential to the thing that really matters to you: the opportunity for investment success. So however you shape your portfolio, you can be sure that these principles run through everything we do.

Upstream Venture mission is to help investors reach their goals, and that means access to advice that works for you. Whether through our own advisory services or supporting financial advisors, we stand firm in our belief that all investors deserve advice that can be trusted and puts your interests first. That's why we seek to provide the advice offerings you need to build your financial future.

Strategy matters. Upstream Venture's approach to managing investments on behalf of our clients is to combine an in-depth appreciation of their unique circumstances and objectives with the investment capacity of a large-scale institutional investor. That means knowing when to apply traditional strategies and when to deviate to ensure consistent, strong risk-adjusted returns.