Our investment team

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.

Senior Investment Analyst

Tina is a Senior Investment Analyst in the Asset allocation team where she focuses on the strategic and tactical asset allocations of the Diversified Funds managed by ANZ Investments. 

Tina has over 13 years of experience in the financial services industry having worked across a range of asset classes. She joined ANZ in 2022 from the FMA where she worked for three years, prior to that she spent seven years with Deutsche Bank in India.

Tina has a Bachelor of Commerce (Honours) from the Shri Ram College of Commerce–Delhi University and a Master of Business Administration from the Indian Institute of Management Kozhikode. She has passed two levels of the CFA Program. 

Investment Analyst

Balthazar is an Investment Analyst in the Asset Allocation team, where he provides research and market insights to support tactical allocation decisions. He also develops and enhances models that facilitate the strategic asset allocation process.

Balthazar joined ANZ in 2023 as a Funds Management Graduate. During his first year, he completed rotations through the Implementation, Responsible Investing, and Domestic Equity teams before joining the Asset Allocation team in 2024.

Balthazar holds a Bachelor of Biomedical Science, a Graduate Diploma in Finance, and a Master of Finance (with distinction) from the University of Otago.

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.

Equity Analyst, Listed Property

Tina joined ANZ in October 2024 as an Equity Analyst, focusing on listed properties and aged care across New Zealand and Australia. 

Prior to ANZ, Tina was a manager at PwC corporate finance team advising listed and private businesses on merger, acquisition and valuation. 

Tina graduated from the University of Auckland with a Bachelor of Commerce degree and is a Chartered Accountant. 

Equity Analyst

Ryan joined our Equities team as an Analyst in April 2024 with a focus on Utilities and Infrastructure sectors. 

Prior to ANZ, Ryan was an Equity Analyst at Craigs Investment Partners for three years covering the New Zealand Utilities, Construction and Dairy sectors. Before this Ryan spent three years as a Corporate Banking Analyst at China Merchants Bank in Beijing and had two years of experience in derivatives valuation at PwC New Zealand.

Ryan is a CFA Charterholder and holds a Master of Applied Finance from Auckland University of Technology.

Head of Fixed Interest and Cash

Matt is responsible for global fixed income and cash.

Matt has over 25 years of experience spanning corporate and investment banking, and portfolio management. Prior to joining ANZ Matt held senior leadership roles at AIA Insurance Group and ASB Bank in New Zealand, Royal Bank of Capital Markets in Hong Kong, and Barclays Capital and Morgan Stanley in London

Matt has a Bachelor of Commerce, Bachelor of Arts and Postgraduate Diploma in Commerce from Auckland University and a Certificate in Public Economics from Harvard University.

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).

 

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.

Investment Analyst

Megan’s focus is on cash trading and credit research.

Prior to this, Megan held roles in the FX and Implementation team, and the Responsible Investment team. She joined ANZ as part of the Graduate programme in 2021.

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

Head of Investment Partnerships

Paul is responsible for establishing and managing enduring global investment partnerships to help position ANZ Investments (ANZI) to grow its KiwiSaver schemes and Investment funds. 

He also leads the Responsible Investing team, ensuring ANZI takes a well-defined approach which factors in people, society, and the environment, along with financial performance, when making investment decisions.

Paul joined ANZ in 2024 and has over 20 years’ experience in financial services. He has held senior roles in both the public and private sectors, including at the Financial Markets Authority, Pie Funds, the Guardians of the New Zealand Superannuation Fund and Macquarie Group.

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 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. 

Investment Analyst

Mitch is an Investment Analyst focused on selection, appointment and monitoring of third-party managers and investment partners.

He joined ANZ in 2018 as a graduate after completing a summer internship in the Funds Management division in 2016/17 and has held several analyst positions in the Investment Management team across Responsible Investment, Performance and Risk before moving to his current role in October 2024.

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

Responsible Investment Analyst

Grace is an Investment Analyst focused on the integration of the Responsible Investment Framework across the diversified fund portfolios at ANZ Investments. 

Prior to this role, Grace was at Craigs Investment Partners for over two years. Most recently, as a Specialised Wealth Analyst, where she serviced large mandate clients and assisted with the management of alternative assets.

Grace holds a Bachelor of Business Administration majoring in Finance from the University of Portland (USA) where she also competed as a NCAA Division 1 athlete.