NZX Wealth Technologies
Stephen Jonas holds a Masters in Accountancy from The University of Auckland. stephen has an extensive professional background, starting from their consulting role at Coopers & Lybrand in London to their current position as Chief Operating Officer at NZX Wealth Technologies. With a wealth of experience in financial services, client services, and management, Stephen has built a successful career in various reputable companies such as Craigs Investment Partners and ABN AMRO Craigs.
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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.