Welcoming Octagon and Summer to our firm
Investing
5 min read
Questions?
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We’re pleased to announce that SPH Wealth Holdings Limited, the parent company of Helm Wealth, as well as our sister firms Salt Funds Management and Pathfinder Asset Management, is acquiring Octagon Asset Management from Forsyth Barr, together with its interests as issuer and manager of the Octagon Investment Funds and the Summer KiwiSaver Scheme.
The deal is subject to regulatory approval and is expected to complete by 31 July 2026.
An exciting new chapter
As our Chairman and CEO, Shane Edmond, explains, the acquisition comes at any exciting time:
“This deal is another significant milestone in our company’s growth strategy, as we look to provide more New Zealanders with high-quality investment solutions that can make a positive, long-term difference to their financial goals and well-being.
I’m delighted to welcome Octagon and Summer to the firm, and we look forward to a successful distribution partnership with Forsyth Barr over the coming years.
We know that New Zealanders benefit when our country’s specialist firms collaborate and innovate. In this deal, I see plenty of optimism and opportunity for Kiwis in the years ahead.”
New partnership
When the deal completes, Salt Investment Funds Limited will replace Forsyth Barr Investment Management Limited as the manager and issuer of the Octagon and Summer funds. Octagon Asset Management will continue as investment manager.
Forsyth Barr will continue to advise its clients on Summer KiwiSaver and Octagon funds.
Summer, and SPH’s existing KiwiSaver provider Pathfinder, will continue as separate KiwiSaver Schemes, offering distinct products and investment strategies – especially Pathfinder, which provides its members with market-leading ethical investing solutions. Their co-existence strengthens the breadth of solutions that our Group can offer to our clients.
About SPH Wealth Holdings Limited
Our Group includes three sister companies: Salt Funds Management, Pathfinder Asset Management, and Helm Wealth Advisory.
The Rātā Foundation, the South Island’s largest charity, is a major shareholder having invested in 2025. Other significant shareholders include the Gough Family Office based in Christchurch.
The acquisition of Octagon and Summer is the third deal since Rātā’s investment, following the separate purchases of Salt (August 2025) and CP Wealth (November 2025).
Our Head Office is in Auckland’s CBD, and our Group manages assets for clients who include individuals, families, Family Offices, Foundations, iwi, Trusts, and international investors, as well as institutional investors.
If you have any questions, please do contact your Adviser.
Photo credit: JinHui Chen for Unsplash