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Who we are

The Kiwi Invest team has extensive experience and a strong track 
record in managing global and local investments.

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Steffan Berridge

Senior Quantitative Strategist

Dr Steffan Berridge is Kiwi Invest’s Quantitative Strategist, responsible for the development of our quantitative portfolio analytics and undertaking quantitative research across asset classes to improve portfolios.

Steffan has significant experience in both quantitative analysis and quantitative strategy, including developing, executing and risk-managing rule-based strategies. He also has a broad knowledge of global financial markets, from shares and bonds to futures, swaps and options. He combines this knowledge with a pragmatic hands-on approach, bringing together technical analysis with fundamental market understanding and actual client requirements to create investment portfolios that are well-positioned to deliver superior returns over time.

Steffan joined Kiwi Invest after nine years in London at AHL, one of the biggest managed futures funds in the world where his responsibilities were primarily in portfolio construction and risk management, and developing and managing the new research pipeline.

Steffan has a BSc in maths and physics, a Masters of financial mathematics (insurance maths) from Victoria University, and a PhD in mathematical finance (high dimensional option pricing) from Tilburg University in the Netherlands.

Kiwi Invest is the investment team behind all of Kiwi Wealth’s funds and also offers significant private and wholesale investors a personal investment service.