NZ Funds is a specialist wealth management firm. They are  experts in financial advice and portfolio management solutions for New Zealanders.

Investment Management

NZ Funds

NZ Funds' headquarters in Auckland, New Zealand

Michael Lang

Bruce Baillie

Hamish Forsman

Stephan Clark

Damon Murfitt

Richard James

Greg Horton

John Cobb

Gerald Siddall

Russell Tills

The Client Services and Business Development team at NZ Funds is responsible for managing client relationships and driving business growth. This team provides personalized financial advice, ensures client satisfaction, and identifies new business opportunities to expand the firm's reach. They align operational processes to enhance client experience and work to develop and maintain strong partnerships across New Zealand.

Client Services and Business Development

The Leadership Team at NZ Funds is responsible for setting the strategic direction and vision of the firm, ensuring alignment between client service, operational effectiveness, and financial management. They leverage their expertise in wealth management and portfolio solutions to drive innovation, foster growth, and enhance client relationships across New Zealand. Each member plays a pivotal role in guiding the firm’s initiatives while promoting a culture of excellence and client-centricity.

Leadership Team

The Accounting and Finance Team at NZ Funds is responsible for managing the financial health of the firm, overseeing the preparation of accurate financial statements, and ensuring regulatory compliance. They handle portfolio accounting, fund management, and financial reporting, providing crucial support for the firm’s wealth management and advisory services.

Accounting and Finance Team

The Software Development Team at NZ Funds is responsible for designing, developing, and maintaining innovative software solutions that support the firm's wealth management and portfolio management services. This includes building secure, scalable applications, integrating cloud technologies, and ensuring the seamless operation of digital tools that enhance the financial advisory and management experience for clients.

Software Development Team

The Business and Compliance team at NZ Funds is responsible for driving business growth through development strategies, providing administrative support, ensuring HR functions align with company goals, and maintaining regulatory and compliance standards. Their collective efforts support the seamless operation and integrity of NZ Funds' wealth management services.

Business and Compliance

The Finance and Investment Management team at NZ Funds is responsible for developing and overseeing investment strategies, managing portfolios, and ensuring responsible investing practices. They work to optimize income generation, streamline investment operations, and provide expert financial advice to maximize returns for New Zealanders.

NZ Funds

Org chart

Board & advisors

Teams

Client Services and Business Development

Leadership Team

Accounting and Finance Team

Software Development Team

Business and Compliance

Finance and Investment Management

Offices

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