|        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Friday, July 3rd, 11:29PM



NZ Funds appoints chief client officer

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

« Long-serving ACC investment chief calls it a dayNew distribution boss for NZ Funds »

Special Offers

Comments from our readers

On 14 November 2019 at 1:22 pm Graeme33 said:
Great they have so many talented people.I would draw peoples attention to their Global Multi asset fund's performance over the last few years.

They are in a 40 percent minus bad in fact the performance graph seems to be removed from the website,

Sure its a 25 Million Dollar fund.not insubstantial.Hope they can turn this ship around.Graeme Adams

Sign In to add your comment



Printable version  


Email to a friend


Tuesday, July 14th 2020
ICNZ - The Future of Insurance in a Post-COVID World

Thursday, July 30th 2020
ICNZ - The COVID Effect: What the New Financial Landscape Looks Like

Tuesday, August 4th 2020
Core Strand

Thursday, August 6th 2020
Waikato Advisers Coffee Morning

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

Tuesday, August 25th 2020
Residential Property Lending Workshop

Wednesday, August 26th 2020
Residential Property Lending Workshop

Thursday, August 27th 2020
ICNZ -The Empowered Consumer

Friday, September 4th 2020
Core Strand

Wednesday, September 23rd 2020
Official Cash Rate announcement


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