NZX Wealth Technologies
Lisa Turnbull has a vast amount of experience in finance and risk management. Lisa has held various key roles in well-known companies such as NZX Wealth Technologies, Sovereign, ASB Bank, and Coopers & Lybrand. Lisa currently serves as the CEO at NZX Wealth Technologies Limited, where Lisa leads a team that has built a market-leading platform for advisers and brokers. Throughout their career, Lisa has also served in roles such as Head of Distribution Operations, General Manager Investments, and Senior Manager Finance. Lisa holds a CA in Accountancy from Auckland University of Technology.
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NZX Wealth Technologies
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.