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 $14billion in funds under administration, and significant contracted growth over the next 12-24 months.
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:
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.
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.
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.
Lisa Turnbull
CEOLisa 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.
Martin Cantell
Chief Functional ArchitectMartin 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.
Lee Banks
CTOLee 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.
Stephen Jonas
COOStephen leads our operations and client relations teams. He is responsible for planning and control across operations, reconciliations, tax and custody reporting as well as existing client management.
Stephen has more than 30 years’ experience in financial services covering investment management, product development and governance and client servicing including roles in the UK prior to settling back in New Zealand with his family in 2005. He is a qualified accountant with a Master of Commerce degree from Auckland University.
Kelly Good
Head of ProductKelly 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.
Jen White
Head of Risk & ComplianceJen 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.
Jarrod McDonald
Business Development ManagerJarrod joined us in November 2022. He holds a Bachelor of Business Studies majoring in Finance, graduating as a Massey University scholar. Jarrod has four years of experience working within a leading New Zealand Wealth, and NZ Fintech business. This has helped refine Jarrod’s understanding of how technology platforms can bring vast efficiencies, the increased ability to grow, as well as the ability to reduce overheads to Wealth Managers in New Zealand.
Jarrod works directly with our prospective clients and market peers, with the aim of increasing system efficiencies and day to day processes within wealth management businesses in the New Zealand Market. Jarrod is responsible for understanding the needs of the market and initiating conversations with key businesses and individuals who stand to benefit from our technology. He works closely alongside Stephen Jonas, and Martin Cantell to help build carve out solutions for prospective clients.
Kathryn Jaggard
BOARD OF DIRECTORSKathryn 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.
Mark Peterson
BOARD OF DIRECTORSMark 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.
Graham Law
BOARD OF DIRECTORSGraham 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.