Top Wealth Management & Private Banking Brands by AI Visibility in New Zealand

In New Zealand's Wealth Management & Private Banking sector, Forsyth Barr and Craigs Investment Partners emerge as clear generative engine optimization (GEO) leaders, both achieving an 83.3% Visibility Index. However, their efficacy diverges significantly. Forsyth Barr dominates with an exceptional average response position of #1.60, indicating superior top-of-mind recall and consistent leadership in AI's recommendation arrays. This contrasts sharply with Craigs Investment Partners' #7.80, suggesting less effective positioning despite broad visibility.

The broader landscape features a competitive mid-tier and emerging long-tail. BNZ Private Bank and Jarden hold 50% visibility, with BNZ achieving a respectable #4.00 position. Other significant players, including ANZ Private Bank, J.P. Morgan, and Merrill Lynch, show 33.3% visibility, generally placing within the #3.50 to #6.00 range. This dynamic underscores the critical need for robust GEO, as strong visibility combined with low average response positions directly translates to superior user attention and engagement in a crowded market.

Rank Brand Name Share of Voice Avg Position
#1 Forsyth Barr
83%
#1.60
#2 ANZ Private Bank
83%
#3.20
#3 BNZ Wealth
83%
#5.60
#4 Craigs Investment Partners
83%
#7.80
#5 ASB Private Bank
67%
#6.00
#6 Westpac Private Wealth
67%
#6.50
#7 J.P. Morgan Private Bank
50%
#4.00
#8 Merrill Lynch Wealth Management
50%
#4.33
#9 Jarden
50%
#6.33
#10 Fisher Funds
33%
#6.00

Methodology & Metrics Definition:

  • Share of Voice (SOV): The percentage of AI search evaluation cycles where the brand was explicitly cited or recommended.
  • Avg Position: The average order of appearance in AI response lists (closer to #1.00 indicates top-of-mind priority).
  • Evaluated AI Models: Benchmark evaluations are conducted across OpenAI ChatGPT and Google Gemini.

Monthly data generated via Altovista AI Visibility Intelligence. Last Updated: July 24, 2026