Our team

Chris leads our fund research and advises a range of independent financial advice practices as well as iwi and charitable entities.

Chris has a quarter-century of investment experience working in Auckland, London, Sydney and Chicago, primarily in fund manager research and building multi-manager portfolios. He was previously Director of Research Ratings Asia-Pacific at Morningstar. He has deep funds management knowledge and worked for funds management firms AllianceBernstein and F&C Asset Management in London.

Chris holds a Bachelor of Commerce Degree from Lincoln University and the AIFA and CIMA designation.

Chris is married with two children and enjoys spending time with his family and friends in the outdoors, especially in the mountains, skiing, and out on the water.

Aaron heads our asset allocation research and advises a range of financial advice,
iwi and board-governed investment entities.

Aaron’s experience includes seven years for the NZ Superannuation Fund where he was a member of its Investment Committee and helped establish its Reference Portfolio governance benchmark, dynamic asset allocation strategy, and thematic investment strategies.

Aaron has also worked as an economist for the NZIER, the OECD in Paris, and at the RBNZ where he led the research division as was a member of the Bank’s Monetary Policy Committee. He holds a Master of Economics (Honours) from the University of Auckland and the AIF® designation.

Aaron is married with three children and enjoys travel, fishing and surfing.

Greg has over 30 years experience in financial markets, researching, constructing and managing multi-manager and direct investment portfolios.

Previously he was CIO at NZ Assets Management, where he had overall responsibility for portfolio construction, fund due diligence and currency management. Greg also worked 18 years as Investment Manager for the Spencer Family Office, where he managed a range of investment strategies and the cash and foreign exchange exposures of the family office.

He holds a Bachelor of Engineering with First-Class Honours from the University of Canterbury and the AIF designation.

Greg is an enthusiastic runner and sports fan and is married with three adult daughters.

Engineering with First-Class Honours from the University of Canterbury and the AIF® designation.

David leads our private markets activities and advises entities across iwi and the public sector. He is an experienced company director and trustee, with particular expertise in renewable energy.

David spent eight years at the NZ Superannuation Fund, much of it as Head of Investment Analysis. He was involved in
the infrastructure, forestry, farmland and insurance mandates, a member of the Fund’s investment committee, and led the Responsible Investment team.

David previously worked as
an economist for the OECD in Paris, the National Bank and the RBNZ. He holds a Master of Science (Distinction) from the London School of Economics and is a Chartered Member of the Institute of Directors.

In his spare time David enjoys boating and spending time with his family.

Ari is based in Taupō and responsible for investment operations. Ari joined IWIinvestor in 2009 and has been working with our clients for many years before our firms merged in 2023. She is responsible for client portfolio implementation and also works with a number of our clients.

When not in the office, you will find Ari running around after her two boys, training down at Summit Fitness gym or even at the rugby fields supporting her local rugby club. Ari holds the AIF designation.

Anita is an experienced Commercial Manager, joining the firm in October 2005, when she emigrated with her family from the UK. Her responsibilities focus on accounts management, including with our offshore training partners, AIF designees, and CEFEX accredited firms. Anita also looks after our business systems and financial reporting.

Until leaving the UK, Anita spent 8 years employed by a business management consultancy/training firm as Commercial Manager, responsible for the smooth operation of the business. Prior to this, she was employed as Personal Assistant to the Sales Director of a large computer software and services organisation.

In her spare time Anita loves to ride and train horses, and spent a number of years in the UK as a Regional Development Officer for the British Dressage Organisation.

Caro heads our compliance function and is responsible for membership services. Her role includes ensuring client on-boarding and advice is compliant with our regulatory obligations, managing our online continuing education and resources, curating and developing e-learning content, and AIF support for members in New Zealand, Australia and the Pacific. She also assists with research and analysis.

Caro has previously worked as a statistician in the Economics Department of the OECD in Paris and as a Policy Analyst for MBIE. She has a Bachelor of Arts in Economics, from the University of the Witswatersrand (South Africa) and Master of Economics (University of Auckland) and holds the AIF designation.

Joseph supports our team with a variety of mahi across the business, including leading and assisting with investment research and ongoing due diligence on client portfolios, and supporting and engaging with clients through reporting and portfolio analysis.

In his previous role, Joseph has worked for Yuanta Securities as an assistant portfolio manager and worked for Saturn Advice as an Investment Analyst and Investment Committee Secretary.

Joseph holds a BA in Economics from South Korea, a Masters of Professional Accounting from AUT as well as holding the CFA, CAIA, CIMA, CIPM and AIF designations.

Lisa is an experienced Executive Assistant, joining the firm in March 2018. She previously worked at Quayside

Holdings Limited as Personal Assistant to the CEO and Board of Directors, in Tauranga.

Prior to this, Lisa spent eight years at the New Zealand Superannuation Fund, as Personal Assistant to the CIO and GM of Portfolio Completion, in Auckland.

Originally from Perth, Western Australia, Lisa now calls New Zealand home and keeps busy with her two children and the family sporting/outdoor activities.

Nikki is responsible for ensuring that our business is in full compliance with all national laws, rules, regulations and best practices set for the finance industry. Her responsibilities include dealing with the various regulatory and industry bodies, training, health and safety, and ensuring compliance standards are met for the company.

Nikki’s previous experience was in the banking industry, followed by health and safety positions before returning to the world of finance when she joined IWIinvestor.

Originally from Canada, Nikki has been living in New Zealand for almost 30 years. Her family are passionate outdoor people, especially sea fishing, running and exploring the vast array of outdoor adventures that the Central Plateau and beyond has to offer.

Rosa is the Office Manager, she helps to make things run smoothly across the business and is involved in accounts,

supporting the team on administrative functions and also providing assistance to the Board.

Rosa previously worked in the travel industry for 9 years, where she enjoyed building and maintaining strong client relationships. She is always interested in working on new initiatives and welcomes new ways to grow and evolve.

When not in the office, Rosa is can be found running around after her four children, training with the wāhine toa at KT Personal Training, spending time with her whānau in Taihape or volunteering at her local church.

Saia assists the firm with our training, assessments and consulting activities, focusing in the Pacific. He was CEO of the Tongan Retirement Fund and Secretary of the Board from 2009 to 2018. His responsibilities included developing and implementing the Fund’s business plan, investment and risk policies, stakeholder and member communication, and adherence to all legal and fiduciary requirements. Saia also provided audit and risk services to a range of public and private sector organisations. Saia holds a Master of Business Studies in Accounting from Massey University (Auckland) and post-graduate diplomas in Superannuation Management and Financial Services from Macquarie University (Sydney) and the AIFA designation.

Outside of his investment career Saia is a lay preacher and played for the Tongan 7-aside rugby team in the early 1990s. Saia is married with 5 school-aged children.