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Our people

Our highly experienced and 100% NZ-based team brings local depth and global capability – with a little more agility.

People you can trust.

Senior Management team

Our most senior experts from across the organisation, working to ensure that everything we do delivers long-term performance and genuine guardianship.

Simon

Simon O'Grady
Chief Investment Officer

Susan

Susan Easton
Head of Investment Strategy

Diana Gordon

Diana Gordon
Head of Fixed Interest

Peter

Peter Verhaart
Head of Wholesale and Private Investment

Senior Management team

Our leadership team comprises experts from across the organisation.

Simon

Simon O'Grady
Chief Investment Officer

Susan

Susan Easton
Head of Investment Strategy

Diana

Diana Gordon
Head of Fixed Interest

Peter

Peter Verhaart
Head of Wholesale and Private Investment

Senior Investment Advisers

Our authorised, senior financial advisers work directly with you as a personal investment partner - truly understanding your goals and risk profile to develop your ongoing investment strategies.

Roger Browne

Roger Browne
Authorised Financial Adviser

Dennis Edel

Dennis Edel
Authorised Financial Adviser

Aileen Morland

Aileen Morland
Business Development Manager

Authorised Financial Advisers

Our advisers have the skill, expertise and market knowledge to deliver an outstanding, personalised service.

Roger Browne

Roger Browne
Authorised Financial Adviser

Dennis Edel

Dennis Edel
Authorised Financial Adviser

Investment Management Team

While your adviser determines the shape of your investment strategies, our highly experienced analysts and managers aim to optimise performance with a truly global focus.

Nathan Field

Nathan Field
Portfolio Manager, Global Thematic

Peter

Steffan Berridge
Senior Quantitative Strategist

Frank Braden

Frank Braden
Senior Equity Analyst, Global Thematic

Greg Hayton

Greg Hayton
Cash Portfolio Manager & Senior Fixed Interest Trader

Robert Murray

Robert Murray
Credit Portfolio Manager

Johnson Weng

Johnson Weng
Equity Analyst, Global Thematic

Paul Shucksmith

Paul Shucksmith
Quantitative Developer

Regan Edwards

Regan Edwards
Quantitative Database Developer

Investment Management Team

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

Nathan Field

Nathan Field
Portfolio Manager Equities

Greg Hayton

Greg Hayton
Fixed Interest Trader

Peter

Steffan Berridge
Senior Quantitative Strategist

Frank Braden

Frank Braden
Global Equity Analyst

Robert Murray

Robert Murray
Global Fixed Interest Credit Analyst

Johnson Weng

Johnson Weng
Associate Analyst

Paul Shucksmith

Paul Shucksmith
Quantitative Developer

Regan Edwards

Regan Edwards
Quantitative Database Developer

Our ownership

Kiwi Wealth Investments Limited Partnership is part of the Kiwi Group, owned by NZ Super Fund, New Zealand Post and ACC - with our ultimate parent, the New Zealand Government.

While our ‘client-first’ principles and NZ Government ownership are shared with the broader Kiwi Group - our investment decisions and revenue lines are 100% independent.

Ultimately, any profits we make are invested back in New Zealand - to drive better outcomes for all Kiwis.

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