The 'shield' represents the Ancient Greek concept of protection. In Greek Mythology the Aegis shield was associated with Zeus and Athena. The modern interpretation of "doing something under someone's aegis" means doing something under the protection of a powerful, knowledgeable and benevolent source. This modern interpretation fits with the brand ethos of Aegis Limited being a trustworthy company entrusted to deliver unbeatable investment administration and custodial services to its clients.
Commonly referred to as a custodial wrap account or investment platform, the Aegis service is an electronic investment administration service that is available through selected investment professionals


Aegis's vision is "unbeatable team, unbeatable service". The business listens to investment professionals and their clients and continually strives to improve its service. This is what investment professionals say about the Aegis service:

Colin Austin
Director and Senior Adviser, DecisionMakers

"Our advisers have worked with Aegis since 1998 and have enjoyed consistently great service from the team, many of who have been with Aegis for over 10 years. As a result of client base acquisitions, we have had the opportunity to use a range of other investment administration platforms and found Aegis to be the best available platform to meet the needs of our company and our clients. Using Aegis has streamlined our reporting process to the point that what took us almost a month to complete in 1997, takes us one day to complete now. Aegis has made it a priority to continue to develop and are focused on serving the New Zealand AFA market." 

Mike Newton
Director, Newton Ross

"After evaluating the opposition in detail we elected to work with Aegis as our custodian and investment administration supplier. Aegis has been proactive in meeting our needs and provides fast, efficient and accurate administration. We have been Aegis users since 2004 and have gone through numerous service and software upgrades which have all been seamless. We recommend the Aegis service to potential users".

Jonathan Beale
Head of Wealth Advisory, Wealth & Insurance ASB

"What I love about Aegis is that it complements what ASB portfolio series is all about. It provides the means for our clients to have the comfort to see what they are invested in and provides complete transparency and assurance on what their investments are doing. In addition Aegis provides me with an enormous amount of confidence as their data is always correct which builds a real level of trust."

Alan Clarke
Investment adviser and author

"Four years ago we changed all our clients over to Aegis, not because we wanted Aegis but because we wanted some funds that were only available on Aegis. The big surprise was how great Aegis and their staff are. They have a great attitude towards customer service  - advisers are their main customers. Aegis itself saves us mountains of silly paperwork, and our office administrator went from 40 hours  a week down to 8 hours a week. I shudder to think how life would be without them. I can thoroughly recommend them."

Andrew Nuttall
Director, Bradley Nuttall Limited

"We have been using the Aegis service since August 1998. Through-out that period we have found Aegis to be a supportive and encouraging business partner. Aegis has listened to our feedback and requests and all staff, including senior management, have lent an open ear and given of their time to answer queries and provide solutions. We have received very good feedback from accountants with regard to the completeness and accuracy of the tax reports and many clients find the client portal to be helpful and easy to use. Aegis has been conscious of budgeting for on-going development and have committed resources to achieving constant improvement. The most important aspect for us ,however, and what sets Aegis apart from their competitors is their people and the fact that they care and take pride in providing very good service ."