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

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, July 11th, 12:05PM



NZ Funds appoints adviser-focused principal

NZ Funds has appointed a new principal with responsibility for its advisers.

Monday, February 17th 2020, 9:30PM

Rebecca Cottrell will take the role.

She will have oversight of the more than 350 advisers who work with NZ Funds through its adviser platform.

She was previously general counsel and corporate secretary to Australian-based Clean Energy Finance Corp, the world’s largest green energy development bank. Prior to that, she was a partner of Goldman Sachs Australia and New Zealand, and before that, general counsel and company secretary to NZX Limited.

NZ Funds said she had a strong understanding of how to build world-class financial infrastructure for multiple users, whether they were clients of Goldman Sachs, members of the NZX or independent financial advisers.

At NZ Funds she will be tasked with overseeing the continued roll out of their independent financial adviser business platform.

"I am excited to be returning to New Zealand, to oversee the development and implementation of what we believe is the leading business platform for financial advisers in New Zealand," she said.

"With its financial planning software, technical infrastructure, and adviser/client-centric business system, NZ Funds is ideally positioned to work with large networks of independent financial advisers which is the entire focus of the business."

She joins other Goldman Sachs alumni at NZ Funds, including John Cobb, former Co-CEO of Goldman Sachs JBWere, Stephan Clark who previously held senior roles in legal and compliance and David Haslam, a senior trader for UBS and Goldman Sachs. All four now hold senior roles or directorships at NZ Funds.

NZ Funds' FUM rose 30% over the past year and core profitability 50%.

Chief executive Michael Lang said that was driven by an increase in advisers partnering with NZ Funds, a reduction in client fees and new wealth management solutions offered for advisers and their clients.


Tags: NZ Funds people

« Familiar face returns to Underwriter role at PartnersFisher Funds adds experienced faces »

Special Offers

Comments from our readers

No comments yet

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