#Investor Update
#Investor Update
7/15/2025 12:00:00 AM
#latest #in the media

New hires boost client relations and wealth teams at Pie Funds

Leading New Zealand KiwiSaver, investment funds and wealth manager Pie Funds has added to its Auckland team with the appointments of Dan Bell as Head of Client Relations and Michelle Preston as Wealth Associate.

Pie’s new Head of Client Relations Dan Bell is an experienced financial services leader with a strong background in sales and distribution leadership across New Zealand, Australia and North America.

His career includes senior roles at HiFX and Xe.com, Strategi Group and Squirrel, where he led high-performing teams and drove significant growth. He brings a passion for markets and investing, deep experience in building third-party channels, a strong customer-centric lens and proven success in go-to-market execution.

Newly appointed Wealth Associate Michelle Preston brings extensive experience in financial services, legal, compliance, and governance. She began her career as a solicitor with Kensington Swan and later held senior roles at ING, ANZ Wealth, BNZ and Westpac.

Earlier this month Matthew Jones-Molyneux also joined Pie as an Operations Analyst in its Product and Operations team, based in Auckland. Prior to joining Pie Matt was a Senior Investment Services Analyst at JB Were NZ and previously worked for Evelyn Partners and the Bank of New York in the UK.

Pie Funds CEO Ana-Marie Lockyer says the new appointments, together with two Sydney-based hires announced earlier this month, reflect the company’s growth momentum.

“It’s exciting bringing new people on board because it’s a clear sign we’re growing. Investing in our client relations, wealth management, investment and operations teams enables us to continually build our capabilities in these essential areas and together deliver the great long term outcomes our clients expect of us.”

dan-bell.jpg

Pictured above: Dan Bell 

michelle-preston.jpg

Pictured above: Michelle Preston 

Start investing with Pie Funds today.
Invest now Invest now

Media contact: Hamish Anderson | Head of Communications and Corporate Affairs | [email protected] | 0274 513 436 

Information is current as at 15 July 2025. Pie Funds Management Limited (“Pie Funds”) is the issuer and manager of the funds in the Pie Funds Management Scheme and the Pie KiwiSaver Scheme (“Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Any advice is given by Pie Funds and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie Funds nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie Funds, guarantees the repayment of units in the Schemes or any returns of units in the Schemes.

Share this article