NZX Wealth Technologies (NZXWT) is one of the fastest growing platforms in the New Zealand market with over $11 billion in funds under administration. We work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors.

We are 100% owned by NZX Limited (NZX), New Zealand’s stock exchange. With the best people, best technology, strong governance and a risk framework instilled and supported by NZX, we are confident that we offer the most comprehensive features-rich custodial investment platform available in New Zealand.

By helping advisers and fund managers grow their clients’ wealth, we are helping make New Zealand’s financial markets more dynamic and foster New Zealand’s overall financial wellbeing. And that’s something we are very proud of.


Banking

Investment Management

Trading & Exchanges

NZX Wealth Technologies

NZX Wealth Technologies' headquarters in Auckland, New Zealand

Lisa Turnbull

Kelly Good

Stephen Jonas

The Compliance and Operations Team at NZX Wealth Technologies ensures that the company adheres to regulatory standards while providing seamless operational support. This team is responsible for overseeing risk management, enhancing operational efficiency, and maintaining robust relationships with advisers and fund managers. By integrating compliance practices with streamlined operations, they play a crucial role in safeguarding the integrity of the investment platform and promoting financial wellbeing across New Zealand.

Compliance and Operations Team

This department analyzes business needs and processes to improve efficiency and support decision-making.

Business Analysis

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and loyalty.

Client Relations

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department facilitates agile methodologies and practices within the organization to enhance project delivery and collaboration.

Agile Management

This department focuses on designing and implementing innovative technology solutions to meet organizational needs.

NZX Wealth Technologies

Org chart

Teams

Compliance and Operations Team

Business Analysis

Client Relations

Software Development

Agile Management

Architecture and Solutions

Offices

NZX Wealth Technologies

Org chart

Teams

Compliance and Operations Team

Business Analysis

Client Relations

Software Development

Agile Management

Architecture and Solutions

Offices

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