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Harbour adds Multi-Asset specialist

Monday 8th of October 2018

Harbour Asset Management has appointed Chris Di Leva to a new role as Multi-Asset Specialist based in its Wellington office.

Di Leva joins Harbour from Mercer where he has worked since 2011. Most recently he was a Portfolio Manager in Mercer’s investment business where he developed multi-manager portfolios, formulated dynamic asset allocation tilts and advised clients.  He also led manager research in New Zealand for listed Australasian equity and property strategies.

Harbour’s vision is to be most trusted for investment research and portfolio management.  The creation of the Multi-Asset Specialist role reflects Harbour’s commitment to this growing aspect of our business, driven by client demand following a strong track record in managing equities and fixed interest over almost a decade. 

Di Leva will assume responsibility for multi asset portfolios and, over time, client relationships from Simon Pannett. Simon will transition his focus exclusively to credit research strengthening the research underpinning the Harbour Income Fund.

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FMA outlines its latest expectations for advisers
Paul Flood: The danger is that the 'goalposts' (regarding what is acceptable or unacceptable adviser conduct) may be susceptible to change. Our 'Principles based' legal/regulatory environment lends itself to “prevalence-induced concept change” over time, perhaps not so much in the written laws and Code, as in the interpretation of the prescribed principles.
15 hours ago Steve Wright
FMA outlines its latest expectations for advisers
Just a tip, if you use more than six, six letter words in a sentence you lose most Kiwi's. So avoid client/adviser confusion when writing your post or article if you would like it read and understood. Ironically, my last sentence was not likely read.
17 hours ago Backstage
FMA outlines its latest expectations for advisers
All things said are great aspirational goals for a great financial advice industry, it mirrors what both the legislation and the code requires. However, like most things discussed it talks about what's expected not how it's done. The hardest aspect of financial advice today isn't what it is, it is how it is done. The how only comes from those that have done it, the how is only provided with examples. Guidance documents that spell out what's required along side how it it done. We’re still dealing with the same issues we started with in 2021, figuring out the how. And figuring out the how in every advice business is consuming resources that could easily be shortcut by the FMA demonstrating what they are expecting. It's not about “do it this way” its about this is the sorts of things we’re looking for. In the absence of standards and expectations, guesswork prevails. That represents significant risk to FAPs and the result is onerous overcooked advice processes for multiple advice operations and undercooked she’ll be right for single operators focused on getting the work done. Both approaches have potential for harm and as its been said earlier, leaves advisers open to explain they haven't been speeding with the authorities have pulled them over. The advice industry needs guidance on the how we know the what already.
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To correct errors in my previous post: "policies, templates, and controls" should read "policies, processes, systems and controls", and "is more conductive" should read "is more conducive".
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