Craigs IP exec heads to NZX Wealth

Craigs Investment Partners' long-serving head of client services has left the company and has made the move to NZX Wealth Technologies to take up the role of chief operating officer.

Friday, September 17th 2021, 3:22PM

by Matthew Martin

Stephen Jonas.

Stephen Jonas, who spent more than 16 years at Craigs IP, started his new role less than a week ago and will " the business' continued growth and further improve operational efficiency".

NZX Wealth Technologies chief executive Lisa Turnbull says Jonas has a wealth of knowledge on superannuation, KiwiSaver, portfolio management and relevant aspects of New Zealand taxation.

As chief operating officer, he will be responsible for planning and control across operations, reconciliations, tax and custody reporting as well as existing client relations management.

“We are pleased to be welcoming Stephen, who knows our business well having worked closely with us in his previous role at Craigs, into our team at a time when we have a lot of positive momentum in the business,” Turnbull says.

At Craigs Investment Partners Jonas focused on building their product range and transitioning the investment advisory firm into the new Financial Markets Conduct Act regulatory regime.

He has more than 30 years’ experience in financial services covering investment management, product development and governance and client servicing including roles in the UK before settling back in New Zealand with his family in 2005.

He is a qualified accountant with a Master of Commerce degree from Auckland University.

Tags: Lisa Turnbull NZX Wealth Technologies recruitment Stephen Jonas

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