Mike Taylor Founder, CEO and Acting Chief Investment Officer
Founder, CEO and Acting Chief Investment Officer(BBS, NZX DIP)
Mike is the Founder and CEO of Pie Funds, and Chairman of the Investment Committee. He is Acting Chief Investment Officer focusing on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully. Mike is also the Portfolio Manager of the Chairman’s Fund, Global Growth 2 Fund and Conservative Fund.
Prior to starting Pie Funds in 2007, he worked in a variety of roles in the financial industry both here and in the UK, including as a banking analyst for HBOS and an equities dealer for ABN Amro. His early career provided him with a diverse range of experience across the finance sector which Mike has used successfully in his roles as CEO and portfolio manager. Mike has a Bachelor of Business Studies in Finance from Massey University and a NZX Diploma. Having purchased his first shares at the age of eighteen, Mike went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds roughly ten years later.
Mike is a substantial shareholder of Pie Funds.
James Paterson Head of Wealth and Client Services
Head of Wealth and Client Services(BBS, GDFS)
James has overall responsibility for client relationships, and is licensed to provide financial advice and recommendations to clients.
Prior to joining Pie in 2018, James was Head of Advice at Fisher Funds Management in Auckland.
James holds a Bachelor of Business Studies from Unitec in Auckland, a Graduate Diploma in Financial Services from Kaplan in Australia, and is a Financial Adviser.
James is a shareholder of Pie Funds. View James’ disclosure statement here.
Simon Hepple Wealth Adviser
Wealth Adviser(BA, GDBS, CFP)
Simon is licensed to provide financial advice and recommendations to clients.
Prior to joining Pie in 2018, Simon worked at Westpac in Auckland as an Executive Financial Adviser.
Simon holds a Bachelor of Arts from the University of Auckland, a Graduate Diploma in Business Studies endorsed in Financial Planning from Massey University, the Certified Financial Planner designation through the Institute of Financial Advisers and is a Financial Adviser.
Simon is a shareholder of Pie Funds. View Simon’s disclosure statement here.
Mark Devcich Portfolio Manager
Portfolio Manager(BCOM, LLB, CFA, CA)
Mark is the Portfolio Manager for the Australasian Growth 2 Fund and the Australasian Emerging Companies Fund. Mark is also Portfolio Manager of the Global Growth Fund and Global Growth UK & Europe Fund, with research and analytics input from Guy Thornewill and Toby Woods.
Prior to joining Pie Funds in 2010, Mark worked at PricewaterhouseCoopers in both the Financial Assurance and M&A taxation divisions.
Mark has a Commerce and Law degree from the University of Auckland, is a CFA charterholder and a qualified chartered accountant.
Mark is a shareholder of Pie Funds.
Ana-Marie Lockyer Independent Non-Executive Director
Independent Non-Executive Director(BCOM, DIP GRAD)
Ana brings over 20 years of broad banking and financial services experience from 10 years in the local and global Wealth team at ANZ Bank. At ANZ Ana had a number of strategic and executive roles across insurance and investments, including responsibility for New Zealand's largest KiwiSaver scheme. She also spent a further 10 years in commercial and product functions at Henderson Global Investors in London. Ana has also held governance roles for ANZ Samoa and the Financial Services Council and is currently General Manager of AA Finance.
Ana qualified as a Chartered Accountant and was admitted as a member of the Australian Institute of Company Directors. She is passionate about financial literacy, savings and retirements outcomes for New Zealanders and diversity in the financial services industry.
Roger Kerr Independent Non-Executive Director
Independent Non-Executive Director(BCOM, ACA, FCTP, FNZIM)
Roger has had an extensive career in New Zealand’s financial and investment markets spanning four decades, including corporate treasury management consultancy with Bancorp, Asia-Pacific Risk Management and PwC. Roger’s previous governance roles include Board Chairman of Trust Investments Management, board member of the National Provident Fund and on the advisory board of the New Zealand Government Debt Management Office.
Andrew Fraser Chief Marketing Officer
Chief Marketing Officer(BCOM)
Andrew is part of the leadership team and responsible for setting brand strategy and implementing it.
He joined in Pie Funds at the start of 2020, bringing over 25 years’ experience as a senior digital marketing leader. Andrew has held senior marketing executive roles at Frucor Beverages through to large complex multinational environments at Kraft/Cadbury and Tourism New Zealand. Andrew has a proven track record in developing digital, data, market and product strategy, through brand and innovation programs, to deliver outstanding commercial results.
Andrew holds a Bachelor of Commerce from the University of Auckland.
Heidi Warner Investor Experience Marketing Manager
Investor Experience Marketing Manager(BA (HONS))
Heidi is responsible for evolving investor experience, marketing strategy and implementation. She brings 15+ years of marketing experience to the team.
Prior to joining the company in 2021, Heidi has held Marketing Manager positions within the financial industry both in New Zealand and the UK at Westpac, ASB and LeasePlan UK.
Heidi holds a Bachelor of Arts (Hons) majoring in Visual Communication from Birmingham City University, UK.
Anna Sullivan Chief Operating Officer
Chief Operating Officer(LLB Hons, BCOM, MSC)
Anna is the Chief Operating Officer and is responsible for overseeing operations, regulatory, legal and governance at Pie Funds.
Prior to joining Pie, Anna was Chief Operating Officer for a listed boutique investment bank in London. She has also advised companies on strategic regulatory change, legal and business transformation matters. Anna also had 10 years in senior legal roles for Barclays in London and sub-Saharan Africa.
Anna originally qualified as a barrister and solicitor in New Zealand and re-qualified as a solicitor in England. She has a Bachelor of Laws with Honours and a Bachelor of Commerce from Otago University and a Master of Science from Oxford University in the UK.
Anna is passionate about New Zealand businesses succeeding and achieving better financial outcomes for New Zealanders.
Anna is a shareholder of Pie Funds.
Shannon Glover Group Financial Controller
Group Financial Controller(BBIM, GDBUS, CA)
Prior to joining Pie in 2019, Shannon was the Chief Financial Officer at communications technology company, Pyrios.
Shannon holds a Bachelor of Business and Information Management from the University of Auckland, a Graduate Diploma in Business Studies from Massey University and is a Chartered Accountant.
Mike Ross Portfolio Manager
Portfolio Manager(MCOM, BA)
Mike is the Portfolio Manager of the Dividend Growth Fund.
Prior to joining Pie as an Investment Analyst in 2015, Mike was a financial communications advisor to listed Australian companies on IPOs, M&A and other market engagement. Previously he was an editor for an investor news service owned by the Financial Times Group in Sydney and New York.
Mike holds a Master of Commerce (Finance) and a Bachelor of Arts and Media & Communications from the University of New South Wales.
Guy Thornewill Head of Global Research
Head of Global Research(BA HONS, CFA)
Guy is responsible for researching and conducting detailed analysis of British, European and global companies.
He is also the Head of Global Research and Senior Analyst for the Global Growth Fund, Global Growth 2 Fund and Growth UK & Europe Fund.
Prior to joining Pie in 2018 Guy worked at Ruffer LLP in the UK, and then Hong Kong, as a portfolio manager covering global equity markets.
Guy holds a Bachelor of Arts (Hons) from Oxford University in the UK, and is a Chartered Financial Analyst.
Guy is a shareholder of Pie Funds.
Toby Woods Senior Investment Analyst for Global and UK & Europe Funds
Senior Investment Analyst for Global and UK & Europe Funds(MSC HONS)
Toby is responsible for researching and conducting detailed analysis on British, European and global companies.
He is a Senior Analyst for the Global Growth Fund, Global Growth 2 Fund and Growth UK & Europe Fund.
Prior to joining Pie in 2019, Toby worked in equity sales with a focus on selling European small and mid cap equities into the London investment community. Toby has 15 years’ experience working at Berenberg, Morgan Stanley and, most recently, Hauck & Aufhaeuser.
Toby holds a MSc in History (Hons) from Edinburgh University.
Toby is a shareholder of Pie Funds
Michael Goltsman Portfolio Manager and Senior Investment Analyst
Portfolio Manager and Senior Investment Analyst(BCOM)
Michael is the Portfolio Manager of the Australasian Growth Fund. He is also responsible for conducting research on Australasian equities.
Prior to joining Pie, Michael worked at Ophir Asset Management as a Portfolio Manager. Before that, he was previously based in London working as head of Citi’s UK Small & Mid Cap equity research team.
Michael holds a Bachelor of Commerce with Majors in Actuarial Studies and Finance from the University of New South Wales. Michael has passed all three levels of the CFA program.
Sam de Court Wealth Adviser
Wealth Adviser(BCOM, CA)
Sam is licensed to provide financial advice and recommendations to clients.
Prior to joining Pie in 2015, Sam worked at A-Ward in Auckland as Commercial Manager and prior to that, as a Senior Tax Consultant at Deloitte in Auckland.
Sam holds a Bachelor of Commerce from the University of Auckland in New Zealand. He is also a Chartered Accountant and a Financial Adviser.
Sam is a shareholder of Pie Funds. View Sam’s disclosure statement here.
Stephanie Munro Digital Online Editor and Digital Marketer
Digital Online Editor and Digital Marketer(BC)
Stephanie is responsible for content and brand marketing.
Before joining Pie Funds in 2017, Stephanie worked at MediaWorks as a Digital Content Producer for NZ’s biggest multi-platform entertainment brand, The Edge radio station. She managed digital content and social strategy for announcer shows, client campaigns and events. Prior to that, she worked in PR.
She holds a Bachelor of Communications from Massey University, majoring in PR and Media.
Matt Young Investment Analyst – Global
Investment Analyst – Global(BE (Hons), CFA)
Matt is responsible for conducting research on global equities and providing investment recommendations for the international funds.
Prior to joining Pie in 2020, Matt worked as a Senior Financial Analyst at Shareclarity.
Matt holds a Bachelor of Engineering with Honours from the University of Canterbury and is a CFA charterholder.
Stephanie Cross Head of Compliance and Associate General Counsel
Head of Compliance and Associate General Counsel(LLB Hons, BCOM)
Stephanie is responsible for ensuring legal and regulatory compliance.
Prior to joining the company in 2021, Stephanie was a Senior Relationship Manager at Covenant Trustee Services, and before that was an Associate Director, Risk Management Group at Macquarie Securities NZ.
Stephanie holds a Bachelor of Laws (Hons) and Bachelor of Commerce from the University of Canterbury. She is also a Barrister and Solicitor of the High Court of New Zealand.
Mark Bull Wealth Adviser
Wealth Adviser(BCOM, LLB, CA, FA)
Amanda Ward Senior Investment Dealer
Senior Investment Dealer
Amanda is responsible for providing centralised dealing on behalf of the Investment Team.
Prior to joining Pie in 2015, Amanda worked for one of the London’s leading dispute resolution teams.
David Porter Senior Relationship Manager
Senior Relationship Manager
David is responsible for supporting and leading a team to provide outstanding experiences for existing and potential Pie clients.
Prior to joining Pie in 2021, David worked at ASB as a Business Development Manager in the Wealth division. Before that he worked as a Senior Branch Manager at Natwest in the UK, looking after some of their biggest branches in South West London.
Amelia Smith Relationship Manager
Relationship Manager(BA, DIP LANG)
Amelia is responsible for managing client relationships and ongoing business development.
Prior to joining Pie in 2019, Amelia worked at Western Union Business Solutions as both a Foreign Exchange Dealer, and a Business Development Manager.
Amelia holds a Bachelor of Arts and a Diploma in Languages from the University of Auckland.
Julie Charlton Wealth Investor Support
Wealth Investor Support
Julie provides administration support to the Pie Wealth team. She provides practical assistance and on-going administrative support to ensure all key administration and portfolio management tasks are completed.Prior to joining Pie Funds in 2019, Julie worked as the Client Services Administrator for a Chartered Accounting firm.
Rhea Goundar Investment Dealer
Investment Dealer(BBus)
Rhea is responsible for providing centralised dealing on behalf of the investment team.
Prior to joining Pie in 2020, Rhea worked as a Settlements and Operations specialist at XE Money Transfer.
Rhea holds a Bachelor of Business majoring in Finance and Information Systems from the Auckland University of Technology.
Gareth Biggs Group Head of Operations
Group Head of Operations(BSC, GDF)
Gareth is responsible for the management of company operations, including the delivery of projects aligned with the group strategy.
Prior to joining Pie in 2018, Gareth worked at ANZ Bank as a Senior Relationship Manager in Hawke’s Bay.
Gareth has also held a number of commercial and institutional banking roles in London and Auckland.
Gareth holds a Bachelor of Science and a Graduate Diploma in Finance from the University of Otago in New Zealand.
Gareth is a shareholder of Pie Funds.
Sam Kingstone Relationship Manager
Relationship Manager(BCOM, GDBS FIN)
Sam is responsible for managing client relationships and ongoing business development.
Prior to joining Pie in 2019, Sam worked at New Zealand’s largest Asset finance specialist UDC Finance in Auckland as a Commercial Manager and prior to this was an Associate Sales Representative at GE Capital.
Sam holds a Bachelor of Commerce from the University of Otago and a Graduate Diploma in Business Studies endorsed in Finance from Massey University.
Kim Coats Relationship Manager
Relationship Manager(DIP CA)
Kim is responsible for client and custodian relationships.
Prior to joining Pie in 2018, Kim worked in the Tourism and Hospitality Industry across a range of areas including sales, marketing, customer service and account management.
Kim has a Diploma in Culinary Arts from the Art Institute of California.
Rhys Van Stipriaan Luiscius Risk and Senior Compliance Manager
Risk and Senior Compliance Manager(LLB HONS, BSC)
Rhys is responsible for the compliance assurance programme, anti-money laundering, privacy and risk appetite function. This enables the business to appropriately and effectively meet its legal and regulatory obligations.
Prior to joining the company, Rhys worked as a Senior Compliance Manager at Aon Insurance, and prior to that, the Legal and Compliance Manager at Vital Healthcare Property Trust.
Rhys holds a Bachelor of Laws and Bachelor of Science from the University of Auckland. He was also admitted as a Barrister and Solicitor of the High Court of New Zealand.
Rachel Payne Compliance Analyst
Compliance Analyst
Rachel is responsible for regulatory compliance administration for Pie Funds.
Before she joined Pie in 2018, Rachel worked at Kiwibank as a Banking Specialist.
Rachel holds a New Zealand Certificate in Financial Services (Level 5) and Diploma in Business.
Graham Ansell Advisor to the Investment Committee
Advisor to the Investment Committee
Graham has had a long career in the New Zealand financial markets. He is a seasoned investment professional, passionate about investing and good outcomes for investors.
Graham’s career began at the Reserve Bank of New Zealand in 1987 in the monetary policy implementation area, followed by four years managing the country’s fixed interest foreign reserves portfolios. In 1996 Graham took up the role of head of fixed interest for Armstrong Jones, which later became ING NZ and ultimately ANZ Investments. In 2012, Graham was appointed Chief Investment Officer of ANZ Investments, a position he held for six years until his departure in 2018.
Since 2018, Graham has taken on two roles with the Bank of New Zealand. One as an independent member of BNZ’s Investment Review Committee and the other as an independent director of BNZ Investment Services Limited. In late 2018, the Financial Markets Authority granted Graham a licence to operate as a Licenced Independent Trustee.
Mandy Fox Investment Support Assistant
Investment Support Assistant(BA HONS, HDE)
Mandy is responsible for administrative and operational tasks in the Client Services team.
Prior to joining Pie Funds in 2020, Mandy worked as a Claims and Data Assistant at CBL Insurance. Before that, she worked in Client Services in the financial services and insurance industry in South Africa.
Mandy holds a Bachelor of Arts (Hons) and a Higher Diploma in Education (HDE) from the University of the Western Cape in South Africa.
Dominic Blake Investment Support Assistant
Investment Support Assistant(BCOM, BSC)
Dominic is responsible for administrative and operational tasks within the Client Services team.
Dominic joined Pie in 2021 after graduating from the University of Otago with Bachelor of Commerce (Economics) and Bachelor of Science (Mathematics) degrees.
Before joining Pie, Dominic lived in Santa Barbara, California, completing his studies through an exchange programme at the University of California.
Anne Kleyn Business Manager & EA to the CEO
Business Manager & EA to the CEO(DIP BUS, DIP ACC)
Anne is responsible for overseeing the day-to-day business operations as well as assisting CEO Mike Taylor.
Prior to joining Pie in 2013, Anne worked predominantly in small to medium-sized law firms in New Zealand, as well as at Addleshaw Goddard LLP in London as a Legal Executive Assistant.
Simon Lack Investment Analyst
Investment Analyst(BCOM, GDIPCOM)
Simon is responsible for conducting research on Australasian equities and providing macroeconomic and investment recommendations for the Australasian funds.
Prior to joining Pie in 2021, Simon worked at Findex in their Wealth Management team as an Adviser Support Manager.
Simon holds a Bachelor of Commerce, majoring in accounting and marketing, from the University of Otago, and a Graduate Diploma in Commerce, majoring in finance, from Victoria University of Wellington.
He is a CFA Level 3 Candidate.
Tilly Liebenberg People and Culture Manager
People and Culture Manager(BBS)
Prior to joining Pie in 2014, Tilly worked at Perpetual Guardian Trust in Auckland as a Client Accountant preparing annual and special purpose financial accounts.
Tilly holds a Bachelor of Business majoring in Accountancy.
Cecilia Robinson Independent Non-Executive Director
Independent Non-Executive Director
Cecilia brings broad brand, marketing and business strategy experience to the Board.
She has been involved with the company for a number of years in a business consultancy capacity and joined the Board in November 2019.
Cecilia is a serial entrepreneur founding Au Pair Link, My Food Bag and more recently, Tend Health, with her husband James.
Au Pair Link was sold to the Evolve Education group as part of the roll-up in 2014. When sold, Au Pair Link was one of the largest Au Pair companies in the world and one of the largest home-based early childhood education services in New Zealand.
In 2016, 70% of My Food Bag was sold to private equity group Waterman Capital. Since inception, My Food Bag has delivered over 60 million meals, become the 3rd largest food retailer in New Zealand and currently delivers 10,000 meals to charities across New Zealand per/month.
Cecilia has won the Westpac business awards and was subsequently named the Supreme Woman of Influence in the Westpac/Fairfax Women of Influence Awards 2017.
After serving as Co-CEO of My Food Bag for 6 years, alongside her husband James, the couple resigned in 2018 to focus on family, other business opportunities and philanthropic work. The Robinsons continue as shareholders of My Food Bag, and Cecilia is also a founding Trustee of the Princes Trust NZ.
Brenden Hall Independent Non-Executive Director
Independent Non-Executive Director(BCOM)
Brenden brings over 30 years of experience across multiple industries including electricity, information technology, manufacturing and export.
Brenden has held board governance positions since 2002 and is a director of ETEL based in Auckland, Deputy Chair of Unison Networks and Unison Fibre based in the Hawke’s Bay, and is also a director of Longbeach Holdings, the Christchurch based parent-company of iconic New Zealand clothing brand, Swanndri. Brenden also has subcommittee roles in these companies including Audit and Risk and Remuneration subcommittees both as a member and in a chair capacity.
In addition to his Board roles, Brenden provides advisory services in strategy development, mergers and acquisitions and export market development to a range of clients.
Brenden is a shareholder of Pie Funds.
Brett Kolb Financial Accountant
Financial Accountant(BCOM, CA)
Brett is responsible for overseeing day-to-day accounts processing, preparing monthly management accounts, and analysing key financial information to aid managerial planning and decision making.
Prior to joining the company in 2021, Brett was the Company Accountant at Biarri.
Brett holds a Bachelor of Commerce, majoring in accounting, from the University of Queensland.
Brett is a Chartered Accountant.
Andrew Heap Investment Analyst
Investment Analyst(MSCi)
Andrew is responsible for conducting research on global equities, with a focus on US small cap, and providing investment recommendations suitable for the global funds.
Prior to joining Pie in 2022, Andrew was an analyst at RWC Partners covering UK and European equities, and prior to that worked at Berenberg in equity research.
He holds a Master’s Degree in Natural Sciences from the University of Cambridge. Andrew has passed all three levels of the CFA program.
Nikhil Ramrakhiani Chief Technology Officer
Chief Technology Officer(BSC)
Nikhil is responsible for overseeing the technology function including software engineering, architecture, IT operations, IT risk and cyber security. He provides vision, leadership and execution of Pie Funds’ technology strategy to enhance digital experiences that create value for investors and all stakeholders.
Prior to joining Pie Funds in 2018, Nikhil was Development Manager with Mobile Mentor.
Nikhil holds a Bachelor of Science from the University of Auckland.
Phillip Quinlan Technical Lead
Technical Lead(BCIS)
Phill aids Pie Funds with digital analysis, design, development, testing and implementation of support and complex technological solutions.
Prior to joining Pie Funds in 2019, Phill worked at NetPotential as Senior Web Developer for 11 years working on a wide variety of digital solutions.
He holds a Bachelor of Computer and Information Science, majoring in Software Development from AUT.
Chris Samson IT Manager
IT Manager(BSC)
Claire Connell Editor and Senior Writer
Editor and Senior Writer(BA, PGDIPJOUR)
Claire is responsible for internal and external communications and content, including investor education content.
Claire joined Pie Funds at the start of 2018, bringing over a decade of experience in print and digital content production for newspapers and magazines in New Zealand, Australia and Thailand.
She holds a Bachelor of Arts in English from the University of Otago, and a Postgraduate Diploma in Journalism from the University of Canterbury.
Jaime Callá Graphic Designer
Graphic Designer(BD)
Jaime is responsible for designing communications content, event material and branding.
Prior to joining Pie Funds in 2019, Jaime worked as a senior designer in charge of designing and producing visual artwork for a wide variety of clients.
He has also gained valuable overseas experience working as a freelance art director and designer for several international brands across Latin America, US and Europe.
Jaime has extensive experience in building corporate brand identities and in the creation of advertising campaigns. Jaime holds a Bachelor of Design from the National University of Buenos Aires.
We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.
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Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.