Our investment team

Head of Asset Allocation

Maaike is responsible for the management of the Diversified Funds across ANZ Investments, which includes KiwiSaver, retail, wholesale and private bank portfolios.  In addition to diversified portfolio management responsibilities, Maaike is focused on the asset allocation process, which includes both strategic and tactical asset allocation.

Maaike has over 17 years’ industry experience, and started at ANZ Investments in 2015. Prior to this she worked as Strategic Advice Specialist at ING Investment Management advising large Dutch pension fund clients on asset allocation, and Structured Products Portfolio Manager for IMC Asset Management in the Netherlands.

Maaike graduated from the University of Auckland with a Bachelor of Technology in Industrial Mathematics (First Class Honours) and is a CFA Charterholder.

Senior Investment Analyst

Erin is an Investment Analyst in the Asset Allocation team where she focuses on both the strategic and tactical asset allocation of the Diversified Funds managed by ANZ Investments.

Erin joined ANZ in 2018 as a Wealth graduate, followed by two years in a Performance Analytics role. She also spent time as a Research Analyst for the Australasian Equity team, with a focus on the technology sector.

Erin holds a Bachelor of Business Studies (Finance and Economics) from Massey University and is a CFA Charterholder.

Investment Analyst

Calvin is an Investment Analyst in the Strategy team and is focused on developing and advancing quantitative models to support the asset allocation process. 

Calvin joined ANZ in 2022 as a Wealth Graduate, in his first year he did rotations in Strategy, Performance Analytics, Compliance and Implementation before joining the Strategy team in 2023. 

Calvin graduated from the University of Auckland with a Bachelor of Commerce in Information Systems and Finance (First Class Honours).

Head of FX Strategy and Investment Implementation
Deputy Chief Investment Officer

Mathew is responsible for the implementation of investment decisions across our KiwiSaver, retail, private bank and wholesale portfolios. He also leads the research for setting the strategic direction of foreign exchange positions for our portfolios and is involved in the wider strategy discussions.

Mat has been involved in the funds management industry for over 18 years, and joined ANZ Investments in 2002.  Prior to that he worked for a variety of firms in London including Old Mutual Fund Management and Hemscott.net.

Mat is a CFA Charterholder and has a Bachelor of Management Studies from the University of Waikato.

Investment Implementation Analyst

Shiau is part of the FX Strategy and Implementation team with a focus on research and providing recommendations that support the team’s active hedging strategy. Implementation responsibilities include trade execution on currency decisions and application of asset allocation decisions across our KiwiSaver, retail, private bank and wholesale portfolios. 

Shiau joined ANZ Investments in 2014, and previously led a team of four responsible for portfolio management and implementation of ANZ’s private bank portfolios.

Shiau has a Bachelor of Business Studies from Massey University.

Senior Investment Analyst

James is a Senior Investment Analyst in the FX Strategy and Implementation team with a focus on research and providing recommendations that support the team’s active hedging strategy. Implementation responsibilities include trade execution on currency decisions and application of asset allocation decisions across our KiwiSaver, retail, private bank and wholesale portfolios. 

James joined ANZ Investments in August 2023, having spent the previous 10.5 years at Mercury Energy in numerous roles including Derivatives Trading, Spot Trading and as a Wholesale Markets Analyst.

James holds a Master in Science (Physics) from Otago University and is working towards to Graduate Diploma in Computer Science with a focus on Machine Learning.

Senior Investment Analyst – External Managers

Tina is a Senior Investment Analyst in the Strategy team and is focused on the selection, appointment and monitoring of the external managers.

Tina has over 12 years of experience in financial services industry having worked across a range of asset classes. She joined us in 2022 from the FMA where she worked for three years, having spent seven years prior to that with Deutsche Bank in India.

Tina has a Bachelor of Commerce (Honours) from the Shri Ram College of Commerce, University of Delhi and a Master in Business Administration from the Indian Institute of Management Kozhikode. She has passed two levels of the CFA Program and is also a certified member of INFINZ.

Senior Investment Analyst

Heath is a Senior Investment Analyst focussed on the selection, appointment and monitoring of our appointed third-party managers and partners.

He has been involved in the investment industry in both New Zealand and the UK for over 20 years.  He has been with ANZ for over 10 years and was previously the Fund Accounting Manager and the Investment Reporting Manager and most recently was a Client Relationship Manager for our Wholesale and Institutional clients.

Heath holds a Bachelor of Commerce in Accounting and Finance from the University of Auckland.  He is a qualified chartered accountant and is a CFA Charterholder. 

Head of Equities and Listed Property

Max is jointly responsible for management of the Australasian equity portfolios. He also manages the internal investment research function. He joined ANZ Investments in April 2018.

Prior to this Max was Founding Partner at UK investment manager Worsley Associates LLP; Investment Manager at Guinness Peat Group plc; and Equity Analyst at stock brokers JBWere and BZW New Zealand.

Max has a Bachelor of Commerce from Canterbury University.

Portfolio Manager, Listed Property

Francois joined ANZ in May 2023 as a Senior Equity Analyst to research property equity stocks in New Zealand and Australia.

Francois has 21 years of experience in the investment and finance industry. Prior to ANZ, Francois was a Managing Director at Round Hill Capital in London and Singapore where he looked after direct investments in the residential and senior housing property sectors across Europe. Before this he worked in real estate investment banking for Jefferies and for J.P. Morgan in London. He started his career at Sloane Robinson Investment Management, a London-based hedge fund.

Francois holds a Master of Engineering in Business Engineering from the Katholieke Universiteit Leuven (Belgium) and a Master of Science in European Studies from the London School of Economics.

Fund Manager Equities

Andrew joined our Equities team as a Senior Analyst in November 2017 following a period where he acted as an independent adviser with roles including providing independent and company commissioned research, corporate advice and capital solutions.

Prior to that Andrew was a Portfolio Manager and Analyst at Brook Asset Management for six years and earlier was employed as a Research Director at FNZC (and its predecessors) from 1998 to 2008.

Andrew has a Bachelor of Commerce from Otago University.

Senior Equity Analyst

Juan joined ANZ in October 2023 as a Senior Equity Analyst and is responsible for covering cyclical Australasian listed companies.

Juan has over 13 years of industry experience including equity research covering the Canadian telecom services market and producing global research pieces in the sector. He also spent time doing equity fundraising for startups during his overseas experience in the UK. Before joining ANZ, he did independent work including family office and corporate finance consulting.

Juan holds a Licentiate cum-laude degree in Economics from Universidad de Buenos Aires and a Masters in Finance (with distinction) from London Business School and is a CFA Charterholder.

Senior Equities Analyst

Roy joined our Equities team as a Senior Analyst in June 2023 with a focus on Healthcare and Technology sectors.

Prior to ANZ, Roy was Head of Fixed Interest at QuayStreet Asset Management which he joined at its inception in 2014. Over this time, he was focussed on both fixed interest and equity research in addition to portfolio management responsibilities. Before this Roy was an Equity Analyst at Brook Asset Management for 9 years covering a variety of Australasian sectors.  

Roy has a Bachelor of Management Studies from the University of Waikato, a Master of Business Studies from Massey University and is a CFA Charterholder. 

Head of Australasian Listed Property

Craig joined ANZ in May 2005 as an equity analyst in the Equities team before being promoted to fund manager of Australasian property portfolios soon after.

Craig started his investment management career in London in 1995, first as an equity analyst then as a fund manager responsible for European equities at Fuji Investment Management. He moved to New Zealand in 2003 joining Forsyth Barr as an equity analyst with coverage including property companies.

Craig graduated in 1993 from City University in London with a Bachelor of Science (Honours) degree. He worked on the London International Financial Futures Exchange (LIFFE) before completing a Master’s degree at City University Business School, now called Bayes Business School, in 1995.

Head of Australasian Fixed Interest and Cash

Iain has been with ANZ Investments’ since 2007 and was appointed Head of Fixed Interest and Cash in New Zealand and Australia in March 2014.

Working since 1994 in funds management and investment banking, both locally and overseas, Iain has specialist knowledge and experience of both the domestic and global credit and interest rate markets.

Formerly a portfolio manager at a privately owned and Auckland-based retail fund manager, Iain has also held roles involving product and operations control for Salomon Bros, Citigroup, Barclays Capital and Credit Suisse First Boston, supporting fixed income cash and emerging market and derivative businesses in London and Milan.

Iain has a Bachelor of Arts (Joint Honours) Accountancy and Economics from the University of Manchester.

Fund Manager Fixed Interest

Varun joined ANZ Investments in 2022 as an Assistant Fund Manager in the Fixed Interest and Cash team focusing on credit research.

With close to 10 years’ experience in Financial Services, Varun has previously held Product Control and Management Accounting roles at ASB, BNZ and Jarden.

Varun has a Bachelor of Business (Accounting and Finance).

 

Senior Investment Analyst

Ray has been with ANZ Investments since 1998 and works as a Senior Investment Analyst in the Fixed Interest and Cash team. Prior to this he was an Equity Analyst in the Equities team, and has over 20 years’ experience analysing Australian and New Zealand listed companies.

Ray has also served on ANZ Investments’ Asset Allocation Committee, which is focused on making tactical and strategic asset allocation decisions for global equity markets, fixed interest markets, currencies and commodities.

Ray has a Bachelor of Commerce (Economics and Finance) as well as a Diploma in Financial Planning.

Assistant Portfolio Manager Fixed Interest and Cash

Scott recently joined ANZ as an Assistant Fund Manager in the Fixed Interest and Cash team focusing on credit research.

With five years of experience across Banking and Corporate Finance, Scott has held positions at BNZ within their Institutional Banking team as a Senior Credit Analyst gaining experience across their Infrastructure, Public Sector and Diversified portfolios, and has worked at an Australian based Private Debt Fund, as an Investment Associate, focusing on leverage finance transactions.

Scott holds a Bachelor of Management Studies with Honours from the University of Waikato, majoring in Finance and Strategic Management.

Fixed Interest Analyst

Chi has joined the Fixed Interest and Cash investment team focusing on cash trading and credit research.

Chi has experience in OTC derivatives valuation at PwC. Additionally, he has worked as a product development engineer at Fisher & Paykel Healthcare.

Chi holds a Bachelor of Engineering (Honours), specialising in Mechatronics, and a Bachelor of Commerce, majoring in Finance and Economics.

Head of Responsible Investment

Helen leads ANZ Investments responsible investment strategy and approach, working with both the internal and external fund managers ANZ uses.

She has worked in the field of responsible investment since 2007 and has over 25 years of experience in the investments industry, including 16 years spent overseas where she held various senior roles.

She joined ANZ in 2022 after almost five years at Craigs Investment Partners, most recently as the Head of Emerging Wealth.

Helen is a member the Institute of Directors and a certified member of INFINZ.

Senior Responsible Investment Analyst

Andy joined ANZ Investments in 2023 as Senior Responsible Investment Analyst. Andy has over 13 years of experience in the financial services industry, starting his career at ING (NZ) in 2009 which was followed by a stint in foreign exchange with American Express (UK). From 2015 to 2023 Andy worked as an Analyst and Investment Consultant with Eriksens Global and Research IP, focusing on investment strategy, responsible investment, and fund manager research within the institutional and retail markets in New Zealand, Australia, and the Pacific.

Andy is a CFA Charterholder and member of the Institute of Directors, and has a Bachelor of Arts and Bachelor of Commerce from the University of Auckland, majoring in Finance and Economics.

Responsible Investment Analyst

Mitch is an Investment Analyst in the Strategy team and is focused on responsible investing, which involves analysing the approach to environmental, social and governance (ESG) factors for ANZ Investments.

He joined ANZ in 2018 as a graduate after completing a summer internship in the Funds Management division in 2016/17. He spent two years in the Performance Analytics team before moving to his current role in April 2021.

Mitch has a Bachelor of Management Studies (Finance and Strategic Management) from the University of Waikato. 

Investment Analyst

Stirling is an Investment Analyst specialising in climate analytics, his responsibilities include the design, development and testing of ANZI’s climate metrics as part of the Climate-related Disclosure project.

Prior to this role, Stirling spent just over a year in our Performance and Risk Reporting team and one year as a Markets Analyst.

Before joining ANZ Investments, Stirling worked for nearly three years as a Senior Implementation Specialist for SPM Assets, designing and managing asset management solutions for various public and private clients across New Zealand.

Stirling has a Bachelor of Science (Energy Management) and a Bachelor of Commerce (Finance) from the University of Otago.

Investment Analyst

Megan supports the development of ANZ Investment’s Climate Strategy, Risk and Opportunities Framework. This is part of the Climate-related Disclosures project.

Prior to this role, Megan was an FX and Implementation Analyst where she assisted with currency research and the implementation and management of ANZ’s Private Bank portfolios. She joined ANZ as part of the Graduate programme in 2021.

Megan holds a Bachelor of Business Studies (Finance and Management) from Massey University.

Investment Analyst

Stella supports the ANZ Investments responsible investment process by assisting with company analysis, certification applications and maintenance and controls.

She joined the investment industry in 2022 through Kiwi Wealth’s graduate programme and moved to ANZ Investments in early 2023.

Stella has a Bachelor of Science (Economics and Geography) from the University of Canterbury.