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

www.GoodReturns.co.nz

© Copyright 1997-2024 Tarawera Publishing Ltd. All Rights Reserved