Why us

 

 

  

We have a proud history serving wealth managers and financial advisers in New Zealand. While we are humble of our past, we are excited for the future and new clients we will help.

The story of NZX Wealth Technologies

NZX Wealth Technologies is one of the fastest growing platforms in the market with over $7billion in funds under management.

The history of our platform goes back as far as 2006 with the establishment of Amadeus Asset Administration Limited (Amadeus Asset). In 2010, Amadeus entered into an agreement with Public Trust to offer outsourcing platform solutions to financial advisory organisations.

NZX Limited (NZX) acquired the Amadeus Asset in 2016 and planned for growth by employing a team of experts with a deep understanding of technology, platforms, financial advisers’ needs and investment markets. At the same time, they focused on moving the platform to newer Microsoft technologies. This investment in bringing on the best technology and people paid off with an agreement signed with Craigs Investment Partners Limited, later that year, to provide their platform services.

Growth hasn’t slowed down from there. As the team’s expertise and passion has grown so too have the features and benefits available to advisers, wealth managers and their clients. It’s therefore not surprising that we have continued to attract growing portfolios of high-profile clients like JBWere Limited, Saturn Advice Limited and Hobson Wealth Partners Limited.

With the best people, best technology, strong governance and a risk framework instilled and supported by NZX, we are confident that we offer the most comprehensive features-rich custodial investment platform available in New Zealand.

And by helping advisers and fund managers grow their clients’ wealth, we are helping make New Zealand’s financial markets more dynamic and foster New Zealand’s overall financial wellbeing. And that’s something we are very proud of.


Ownership

NZX Wealth Technologies is fully owned by NZX, operator of New Zealand’s Stock Exchange. For over 150 years NZX has connected investors with New Zealand businesses to help them flourish.

NZX has a strong focus on process, governance and risk management. These same frameworks and culture carry through to how we operate.

Financial advisers and wealth managers are a crucial part of New Zealand capital markets. By providing you with our platform, we are strengthening the capital markets ecosystem for New Zealand. In return, you will have the confidence to serve your customers with NZX Wealth Technologies providing your essential software.

What matters to us

We pride ourselves on delivering exceptional solutions so you can focus on running your business. Three things on top of our mind are:
Section Security
Security

Our focus on security is relentless. Your trust in our solution is critical which is why our cyber resilience, strong governance and risk culture is core to what we do.

Section Meet the team
Culture

Ongoing system improvements and attention to detail are all part of our passion for creating the best platform possible. We foster a culture of service and innovation.

Section NZ Focus
New Zealand focus

We are determined to see New Zealand’s financial system prosper. By supporting you to better serve your customers, together we are creating wealth for New Zealand.

Our team

View our team and board of director details below. Click on the image to see the individual bio's.
Team Lisa T hover
Lisa Turnbull
CEO

Lisa joined us in November 2016. She has more than 25 years’ experience in financial services covering investments, insurance and banking.

Lisa previously worked for ASB Bank and Sovereign Insurance holding leadership roles across finance, investments and operations. Prior to that Lisa started her career as an auditor with PwC. Lisa is a Chartered Accountant.

 

Team Martin Cantell hover
Martin Cantell
Head of Product Strategy

Martin works with our current and prospective clients to develop our product offering. His team lead our projects, balancing business and functional needs with our clients’ requirements.

Martin has a degree in economics from the University of Auckland. He has 30 years' experience in the investment and treasury industry, with the last 20 years spent designing and building wrap platforms for the New Zealand market. Prior to this, Martin worked in the UK for some of the largest banks in the world.

 

Team Lee Banks hover
Lee Banks
CTO

Lee spearheads the development of our online wrap platform with almost 20 years of commercial software development experience in the banking and investment sectors. Prior to joining us, Lee worked in the UK and Australia as a lead software architect, technical lead and development manager.

Lee has degrees in Computer Science and Psychology from Massey University and qualifications in software development and psychometric testing.

 

Team Kelly Good hover
Kelly Good
Head of Production Support

Kelly joined us in August 2016 as a Senior Business Analyst and now leads a team of technical business analysts and relationship managers that provide training and support to our clients.

Kelly has 20 years’ experience in the banking and investment industry in various senior Relationship and IT management roles.

 

Team Wendy Chandler hover
Wendy Chandler
Head of Operations

Wendy heads our operations team, managing the client, investor, partner and share-broking counterparty teams.

Prior to joining NZX Wealth Technologies, Wendy was Head of Aegis for four years and Head of Operations for eight. Wendy has also worked in the financial planning sector.

 

Team Michael Roughan hover
Michael Roughan
Head of Business Analysis

Michael joined in September 2017 to lead the business analysis team. Since joining, he’s run several data migration work streams, transitioning clients’ portfolios and transactional history onto the platform.

Michael has 20 years’ technology based experience in a variety of wealth, investments and banking roles in New Zealand and the UK. He has a Bachelor of Science degree from the University of Canterbury.

 

Team Jen White hover
Jen White
Head of Risk & Compliance

Jen joined NZX Wealth Technologies in October 2017 to lead the risk and compliance function.

Jen has more than 20 years of experience working in the platform industry at ASB Bank, Aegis and Trustee Executors where she held various manager and senior management roles.

 

Team Natalia Roum hover
Natalia Roum
Business Development Manager

Natalia joined in 2020 to lead our sales and marketing initiatives. Prior to joining, Natalia worked in several partnership and development manager roles for various companies including AMP, ANZ and BNZ. Her 12 years in New Zealand financial services is enhanced by six additional years in Russia.

She holds a Commerce degree from Moscow University, a Diploma in Marketing from Auckland University, and has completed leadership training from the Saïd Business School at the University of Oxford.

 

Team Richard B Blue
Richard Bodman
BOARD OF DIRECTORS

Richard is an independent director and chairperson of NZX Wealth Technologies. Richard has spent more than 25 years working in the financial services sector, including 17 years at FNZC where he held several executive roles and seven years as an inspector for the Securities & Futures Authority in London.

Richard is also an independent director of Forsyth Barr Custodians Limited and Forsyth Barr Cash Management Nominees Limited, and a member of the GRC (Governance Risk Compliance) Institute and the Institute of Directors.

Richard has been a director of FNZC Securities and a NZX registered Compliance Manager.

 

Team John Mc Blue
John McMahon
BOARD OF DIRECTORS

John is an independent director of NZX Wealth Technologies. John has spent more than 20 years in the Australasian equity markets, predominantly as an equity analyst covering a range of industries. He had held a wide range of roles in the financial sector including Head of Equities at ABN AMRO and Managing Director of ASB Securities. John has also worked for CS Boston, BZW and Morgan Stanley.

Today John manages his own investment portfolio via Sydney-based Auro Investment Management, and is Chair of NZX listed Solution Dynamics and Wellington Drive.

John has a Bachelor of Commerce (Honours), an MBA and is a CFA (Chartered Financial Analyst) charterholder.

 

Team Kathryn Jaggard Blue 2
Kathryn Jaggard
BOARD OF DIRECTORS

Kathryn is an independent director of NZX Wealth Technologies. Kathryn worked for NZX from 2008 – 2018, ultimately in the role of Head of Derivatives. Prior to this she was in London for 10 years where she held several senior business development roles in the global exchange traded derivatives market. She also worked in Singapore where she helped drive derivatives growth from this region.

Kathryn has developed an intimate knowledge of the global derivatives markets, a multitude of new products, and assisted in driving liquidity to these products.

 

Team Mark P Blue
Mark Peterson
BOARD OF DIRECTORS

Mark is a director of NZX Wealth Technologies and CEO of NZX. Mark joined NZX in May 2015. He has 25 years' experience in financial services covering the capital markets, private wealth, institutional and retail banking, and insurance.

Mark previously worked as the Managing Principal of ANZ Securities, and before that held senior management roles with First NZ Capital, ANZ and The National Bank of New Zealand.

Mark holds a Bachelor of Commerce and Administration from Victoria University of Wellington, has completed executive training at Mt Eliza business school.

 

Team Graham L Blue 2
Graham Law
BOARD OF DIRECTORS

Graham is a director of NZX Wealth Technologies and CFO of NZX. Graham joined NZX in November 2017. He has considerable experience working across the financial and professional service sectors in New Zealand and the United Kingdom.

Graham previously worked as Head of Finance at ACC, and prior to this was Managing Director and CFO at AMP Capital Limited.

Graham brings expertise in strategic leadership, corporate governance, and risk and financial management.