Fisher Funds

🚀 Exciting news 🚀 We’re thrilled to share that our Marketing team has been named a finalist for the 'Team of the Year Award' at the Financial Services Council 2024 awards! 🎉 "This award recognises a team that works inclusively and collaboratively to deliver success within their organisation and the wider financial services industry.” Our Marketing team, working with our wider business, do some amazing work to help our clients achieve their ambitions. This recognition is a testament to their dedication and outstanding work.  A huge shoutout to the incredible individuals making up our Marketing Team: Andy H., Anna McLauchlan, Claire Horwood, Jacob Harrington, Jemma K., Jin Wan, Kim Piotrowska, Marcus Wild, Michael Gailey, Sarah Fenton, and Tracey Robins. 👏🏼👏🏼 Congratulations to all the other finalists, and best of luck for the awards night! 🏆 #TeamOfTheYear #FSC2024 #MarketingExcellence #Teamwork

KiwiSaver is a great way to help you save for a first home or for your retirement, but if you have other ambitions that you want to save for, a managed fund could be a good option. You might be saving for a new car or a dream holiday, or maybe to help your children or grandchildren with some of their ambitions. A managed fund lets you access your money when you need it so can work well alongside your KiwiSaver investment. Watch as Nicholas Smith, Senior Wealth Adviser, talks to the TVNZ 1 Breakfast team about managed funds. Learn more here: https://lnkd.in/gHbWf3VP

We're thrilled to announce two final key appointments in our Client Function under the leadership of Nilesh Mistry: Robyn Conway joins us as the new General Manager of Managed Funds. With a stellar 9-year tenure at AMP as National Workplace Sales Manager, Robyn brought innovative retirement savings and investment solutions to over 220,000 clients. We can't wait to welcome her to the Fisher Funds family on September 9, 2024. Mo Odedra is stepping into the role of General Manager of Client Experience. After six years with us as Head of Client Service and being honoured as Customer Contact Manager of the Year at the 2023 CCNNZ Awards, Mo’s new role will enhance our commitment to exceptional client engagement and service. Mo will officially begin this exciting new chapter on August 19, 2024. Please join us in congratulating Mo on his well-deserved promotion and in welcoming Robyn to our team!

We are delighted to welcome two exceptional individuals to the Fisher Funds team on 9 September.   David Boyle will join us in a new role as General Manager of KiwiSaver. Highly regarded in the industry, David is deeply committed to improving New Zealanders' understanding of retirement savings and KiwiSaver. He previously worked at Mint and was GM of Investor Education at the Commission for Financial Capability, (now the Retirement Commission) and has held senior positions at ANZ and ING.   Joining him is in another newly created role is David Buell as General Manager of Growth. Joining us from SmartShares, David has also served as Head of Distribution at Quay Street Asset Management and has held senior roles at AMP Capital and Russell Investments. David is an expert at fostering relationships across New Zealand’s institutional, wholesale, and retail investment sectors. Both bring extensive industry experience and will take on new roles in the team of Chief Client Officer, Nilesh Mistry. We look forward to welcoming them on 9 September.

Watch: August is Money Month, and the theme is "Pause. Get sorted.“ So Wealth Adviser Lead, Laura O’Reilly joined the TVNZ 1 Breakfast team to pause and reflect on what she wished she’d known about KiwiSaver when she first joined the scheme in 2008 and what she would have done differently. Learn more here: https://lnkd.in/gz8hzigB

We’re expanding our Investment team… As we continue supporting our clients in achieving their ambitions, we’re excited to establish a new Private Equity team. This new addition to our Investment team aims to further build our client offering by investing in and supporting successful New Zealand businesses.    Heading up the team in a new role as Head of Private Markets, we’re excited to welcome Michael Walmsley to Fisher Funds. Over the past seven years he has been leading Jarden’s principal investments business and, prior to that, worked at Macquarie Group in London and Sydney. We’re equally excited to welcome Jennifer Chee, CFA as Investment Associate who has more than 10 years industry experience, half of that in direct investing and advisory.    We’re looking forward to welcoming them both on 9 September 2024. Read the full press release via the link in the comments.

We’re excited to introduce some changes to our Executive Leadership Team. As Fisher Funds continues to grow and deliver on our purpose to help our clients realise their ambitions, we’ve refreshed some of the roles on our executive team. Nilesh Mistry – Chief Client Officer: Nilesh will be leading our client advisers, client services, distribution and marketing. He brings a wealth of global financial experience in technology and operations, and leading sales and services in those industries. He was previously our Chief Operating Officer. Chynel James – Chief Operating Officer: we announced last week that Chynel will join our team in October, bringing deep experience in digital and technology transformation. Jody Kaye – Chief Product and Group Strategy Officer: Jody will be evolving our client offering across KiwiSaver and Wealth Management and driving strategic initiatives across the business. He has been with us for seven years as CFO and more recently leading our product integration programmes. The highly experienced investment team continues to be led by Ashley Gardyne as Chief Investment Officer and the rest of the team is Pauline Stockill – Chief People Officer, Andrew Donaldson – Chief Financial Officer, and Vanessa Simons – General Counsel. 🔗 Link in comments

We've been heads down at Fisher Funds defining and evolving what it means to work at our place. Our team have helped create new values to underpin our purpose to champion ambition and enhance wealth for a better tomorrow. And we’ve rolled out new benefits for our team including: 1. New parental leave  2. Life and Trauma Insurance  3. Fully funded health insurance with Southern Cross Wellbeing One  4. And more... You can find out more about these benefits on our new careers page – link in comments. A huge thank you to the team that has led this work - Susan Wyllie, Andy H., Claire Horwood, Ale Iepure, Brianna Hughes, Paul van Beusekom, Sophie Balchin, Debbie Lennon, and Nicholas Smith

The AI boom is continuing to excite investors, with a lot of that hype baked into stock prices.    But can the reality live up to the hype? So far, while AI-linked stocks are soaring, the companies making AI chips or selling artificial intelligence software aren’t earning that much money in comparison.    Sam Dickie unpacked it all with Jack Tame on Newstalk ZB – as well as the long-term implications of the technology for investors.    To find out why Sam thinks there could be a bumpy road ahead, click on the link below. 

We are delighted to announce Chynel James has been appointed Chief Operating Officer. She has extensive experience working as a Chief Technology Officer and has been instrumental in leading transformative projects throughout her career for the likes of BDO and Air New Zealand. Chynel’s extensive experience and visionary leadership will be invaluable as Fisher Funds continues to grow and keep delivering for our clients. We look forward to welcoming her to the team in October.