Co-Head of Diversified Portfolio Management
Alan is jointly responsible for the Diversified Funds across ANZ Investments, which includes KiwiSaver, retail, wholesale and private bank portfolios. In addition to diversified portfolio management duties, Alan leads the selection, appointment and monitoring of external managers, and ANZ Investments’ approach to responsible investing.
Alan has over 20 years’ industry experience, and joined ANZ in 2006 before moving to the investment team as an analyst in 2007. From 2000 to 2005, Alan worked with investment firm Morley Funds Management (UK) and with Dutch fund-of-hedge-funds company, Theta Capital Management.
Alan graduated (First Class Honours) from the University of Waikato with a Master of Science (Technology) and is a CFA Charterholder.