Pie Funds’ move into the adviser channel is a significant milestone for the boutique, New Zealand-owned fund manager founded by Mike Taylor in 2007.

CEO Ana-Marie Lockyer said it was a natural move for Pie Funds as the company advances its growth strategy, and as KiwiSaver becomes an increasingly important part of New Zealanders’ wealth and retirement planning conversations.

“KiwiSaver is no longer a set-and-forget savings product. For most New Zealanders, it will become one of their largest long-term investments, and advisers play a critical role in helping them make confident, informed decisions,” said Lockyer.

“We see a clear opportunity to work with advisers who want access to an actively managed KiwiSaver scheme and diverse suite of investment funds, supported by strong investment capability, responsive local service and practical tools that help them have better client conversations.”

The Takapuna-based firm’s push into the adviser channel is supported by strong recent investment performance, with its KiwiSaver Growth fund recently ranked as the top performer in its category for one year returns, and in the top quartile over three years, according to Morningstar’s March 2026 KiwiSaver report*.

“Performance is important, but so too is partnership,” said Lockyer. “Our adviser proposition has been designed to support advisers with access to our investment team, market insights, client-friendly content and a responsive relationship model. We’re delighted to have Marc on board to help advisers add value to their clients and grow their own businesses at the same time.”

Pie Funds’ growth strategy includes building diversified growth channels, expanding adviser-led KiwiSaver distribution and strengthening its relationships with adviser and professional networks. The adviser channel launch is part of Pie’s broader ambition to grow funds under management while continuing to deliver strong client experiences.

Marc commenced in his new role on 6 July 2026 and reports to Dan Bell, Head of Distribution and Client Growth.

Financial advisers interested in learning more about Pie Funds’ adviser proposition, the Pie KiwiSaver Scheme and its range of actively managed investment funds can contact Marc directly at [email protected] or on mobile 021 084 77541.

At a glance: Pie Funds’ adviser proposition:

• A boutique, active investment approach from a New Zealand-owned manager founded in 2007.

• Access to the Pie KiwiSaver Scheme’s Conservative, Balanced, Growth and Aggressive fund options. Plus exposure to high growth Kiwi tech start ups via Altered Capital (Aggressive fund) and Icehouse Ventures (Growth fund).

• Access to a suite of 11 actively managed investment funds across a variety of asset classes.

• Market commentary and client-ready investment content.

• Access to expert speakers for adviser teams and client events.

• Relationship support from a dedicated adviser channel team.

• Broader investment and wealth management options for clients whose needs extend beyond KiwiSaver.