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: Monday, September 28th, 6:24PM

People

rss
People

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

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Monday, September 28th 2020
Residential Property Lending Workshop
Auckland

Tuesday, September 29th 2020
Residential Property Lending Workshop
Auckland

Wednesday, September 30th 2020
Residential Property Lending Workshop
Auckland

Thursday, October 8th 2020
ICNZ - Insight into Fraud in Times of Recession
Nationwide

Monday, October 19th 2020
Residential Property Lending Workshop
Auckland

Tuesday, October 20th 2020
Residential Property Lending Workshop
Auckland

Tuesday, October 20th 2020
Meet the Managers Virtual Roadshow
Nationwide

Wednesday, October 21st 2020
Residential Property Lending Workshop
Auckland

Wednesday, October 21st 2020
Meet the Managers Virtual Roadshow
Nationwide

Thursday, October 22nd 2020
16th Annual Financial Markets Law Conference
Auckland

MORE»

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