tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Wednesday, June 3rd, 6:17PM

People

rss
People

Pie Funds plans to extend advice team

Pie Funds says it still wants to grow its adviser force as it beds in its advice offering.

Tuesday, April 10th 2018, 11:23AM

It has launched Pie Wealth to offer ongoing investment advice on a range of products, including some offered by other providers.

The fund manager said the wealth division was created because its clients wanted advice on investment suitability, risk tolerance and how its funds could help.

It has hired James Paterson, formerly head of advice at Fisher Funds, to join the team.

It was revealed earlier that Pie had appointed Simon Hepple, from a role as an executive financial adviser at Westpac.

Chief executive Mike Taylor said the two advisers would be enough for the next few months but the intention was that the team would grow.

Tags: pie funds

« New head of group risk for Fidelity LifeHuxford keen to stay in ANZ role »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Wednesday, June 24th 2020
Official Cash Rate announcement
Nationwide

Tuesday, August 4th 2020
Core Strand
Auckland

Wednesday, August 12th 2020
OCR & MPS Media conference & live-stream
Nationwide

Friday, September 4th 2020
Core Strand
Auckland

Wednesday, September 23rd 2020
Official Cash Rate announcement
Nationwide

Wednesday, November 11th 2020
OCR & MPS Media conference & live-stream
Nationwide

Wednesday, November 25th 2020
Financial Stability Report
Nationwide

Tuesday, February 23rd 2021
Wealthpoint Conference 2021
Northland

Wednesday, February 24th 2021
Wealthpoint Conference 2021
Northland

Wednesday, February 24th 2021
OCR & MPS Media conference & live-stream
Nationwide

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com