NZ Funds appoints chief client officer

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NZ Funds has created a newly formed role, chief client officer who will have responsibility for direct and internally advised clients.

Thursday, November 14th 2019, 10:23AM 1 Comment

Stephan Clark has been appointed to the new role.

Clark is a NZ Funds senior executive and the firm’s current Head of Risk. He will assume his new role from November 14. Prior to joining NZ Funds in 2016, he held various roles at Goldman Sachs and Kiwi Wealth.

Clark has a strong understanding of the advised portfolio solutions offered by NZ Funds and how advisers can help clients build and manage their wealth over time. He has also overseen the enhancement of advice and customer care processes, and co-leads a cross-functional team focused on continuously improving the NZ Funds KiwiSaver Scheme.

“I’m really looking forward to leading a talented team who are experts in advised portfolio solutions and helping clients achieve their financial goals. I believe that increasing New Zealanders’ access to high-quality, cost-effective financial advice and well-designed portfolios, instead of an investment pick and mix line up, has real long-term upside. These are areas where NZ Funds has a history of excelling and a great platform to build from.

“Another thing that is unique about NZ Funds is that its Private Wealth advisory team work collaboratively with independent advisers and, ultimately, can provide an attractive succession plan. Advisers feeling confident that their clients will be well looked after is something few providers can offer. It’s not always a great exit strategy to sell to the guy down the road”, Clark says. NZ Funds has successfully acquired 13 advisory practices over recent years and expects to integrate many more over the coming decade.

Tags: NZ Funds

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