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Brook takes from BT and FNZC

Brook Asset Management has announced two senior appointments to its investment team.

Friday, November 21st 2008, 2:00PM
Slade Robertson will join the business as a Senior Portfolio Manager and Andrew Mortimer as a Senior Research Analyst.

With 16 years experience in the funds management industry, Robertson comes to Brook from BT Funds where he has spent more than four years, most recently as Head of Equities.

Prior to this role, he spent time with Challenger International, BNP Paribas Equities and Southpac Investment Management.

Brook Managing Director, Mark Brighouse, said that Robertson is well known within the New Zealand’s funds management industry for his extensive knowledge and investment expertise.

"Slade is an equity manager who we have long admired for his investment decision making abilities, long term performance results and the close working partnerships he develops with clients," Brighouse said.

“His experience in managing absolute return and concentrated equity strategies will enable him to contribute to the continued success of Brook’s funds.”

Mortimer has more than 10 years research experience and will join Brook from First NZ Capital, where he was a Director of Equity Research, primarily focusing on the building materials, transport, beverages and agriculture sectors.

Prior to this, Mortimer also spent time with KPMG in Wellington and Jakarta, along with Credit Suisse First Boston.

With a strong team of research analysts already in place, Brighouse said that Mr Mortimer’s appointment will bring additional expertise that will contribute towards Brook’s primary aim of generating returns for its clients.

“Fundamental research is at the very core of our business, so we’re delighted to be welcoming Andrew to the team,” Brighouse said

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Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.05 4.05 4.49
ANZ Special - 3.55 3.55 3.99
ASB Bank 5.20 3.89 4.05 4.39
ASB Bank Special - 3.39 3.55 3.89
BNZ - Classic - 3.49 3.55 3.89
BNZ - Mortgage One 5.90 - - -
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China Construction Bank Special - 3.19 3.19 3.19
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Credit Union Auckland 5.95 - - -
Credit Union Baywide 5.65 4.75 4.75 -
Credit Union North 6.45 - - -
Credit Union South 5.65 4.75 4.75 -
Finance Direct - - - -
First Credit Union 5.85 3.99 4.49 -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
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HSBC Premier 5.24 3.54 3.54 3.69
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kainga Ora 5.18 3.97 4.05 4.39
Kiwibank 5.20 4.20 4.30 4.64
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Kiwibank Special - 3.45 3.55 3.89
Liberty 5.69 - - -
Napier Building Society - - - -
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Pepper Money Near Prime 5.64 - 5.44 5.44
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Pepper Money Specialist 7.59 - 7.39 7.39
Resimac 4.50 4.86 3.89 3.94
RESIMAC Special - - - -
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SBS Bank Special - 3.39 3.45 3.89
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TSB Bank 6.09 4.19 4.35 4.69
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TSB Special 5.29 3.39 3.55 3.89
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
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