Our investment team

Our investment team is one of the largest and most experienced in New Zealand, with a proven track record for long-term performance.

Mathew Young

Acting Chief Investment Officer

Mathew has overall investment responsibility for ANZ Investments across all asset classes, in addition to managing the investment team. 

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.

Asset allocation

Maaike Van Tol

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.

Mitch Tapp

Senior Investment Analyst

Mitch is an Investment Analyst in the Asset Allocation team and is focused on research for the strategic and tactical asset allocation of the Diversified Funds managed by ANZ Investments. 

Mitch joined ANZ in 2019 as part of the graduate program, having previously completed a summer internship in 2017/2018. He spent two years in Investment Governance roles, most recently responsible for mandate compliance. Mitch joined the Asset Allocation team in September 2022.

Mitch holds a Bachelor of Commerce (Finance and Economics) and a Graduate Diploma of Commerce from the University of Auckland. He is a CFA charterholder.

Erin Hasemore-Slieker

Senior Investment Analyst

Erin is a Research Analyst in the Australasian Equity team, with a focus on the technology sector.

Erin joined ANZ in 2018 as a graduate, followed by two years in a Performance Analytics role where she completed attributions and risk analysis for the ANZ-managed KiwiSaver scheme funds. She then joined the Equity team in August 2021.

Erin has a Bachelor of Business Studies (Finance and Economics) from Massey University.

Calvin Quezet

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).

Strategy and implementation

Mathew Young

Head of FX Strategy and Investment Implementation

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.

Shiau Teoh

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.

External investments and partnerships

Tina Gupta

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.

Heath Smith

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. 

Equities

Max Lesser

Head of Equities

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.

Andrew Mortimer

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.

Jonty Nattrass

Research Analyst

Jonty is a Research Analyst in the Australasian Equity team, with a focus on New Zealand infrastructure assets.

Jonty joined ANZ in 2018 as a graduate, having interned in the investment team the year before. He spent two years as an Implementation and FX Analyst, focusing on the management of private bank portfolios, before joining the Equities team in 2021.

Jonty has a Bachelor of Commerce (Finance) and a Master of Finance from the University of Otago.

Listed property

Craig Tyson

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.

Fixed interest and cash

Iain Cox

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.

Varun Khanna

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).

 

Ray Jack

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.

Scott Johnson

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.

Chi-Yu Yang

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.

Responsible investing

Helen Skinner

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.

Mitch McNae

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. 

Stirling Milicich

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.

Megan Palmer

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.

Stella Taylor

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.

Important information

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme, the ANZ Default KiwiSaver Scheme, the OneAnswer KiwiSaver Scheme, the ANZ Investment Funds, the OneAnswer  Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds.

Important information is available under terms and conditions. Download the guide and product disclosure statement.