Chris Bainbridge Senior Investment Analyst & Portfolio Manager
Senior Investment Analyst & Portfolio Manager(BA, LLB HONS, CFA)
Chris is responsible for researching and conducting detailed analysis of Australasian companies.
He is also the Portfolio Manager of the Growth 2 Fund, and Co-Portfolio Manager with Mark Devcich of the Emerging Fund.
Prior to joining Pie in 2012, Chris worked at Freshfields Bruckhaus Deringer LLP in London as a Lawyer in the Banking and Finance divisions.
Chris holds a Bachelors of Arts and Laws from the University of Auckland in New Zealand. He is also a Chartered Financial Analyst.
Chris is a shareholder of Pie Funds.
James Paterson Head of Wealth
Head of Wealth(BBS, GDFS, AFA)
James 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 an Authorised Financial Adviser.
James is a shareholder of Pie Funds.
Simon Hepple Wealth Adviser
Wealth Adviser(BA, GDBS, AFA, 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 an Authorised Financial Adviser.
Simon is a shareholder of Pie Funds.
Rob Glasgow Wealth Adviser
Wealth Adviser(BBUS, AFA)
Rob is authorised to provide financial advice and recommendations to clients.
Prior to joining Pie in 2019, Rob was an Associate Director with ANZ Private Bank in Auckland.
Rob holds a Bachelor of Business from AUT University in Auckland, a National Certificate in Financial Services - Investment Advice, from the Open Polytechnic of New Zealand, and is an Authorised Financial Adviser.
Steve Nichols Independent Non-Executive Director
Independent Non-Executive Director(DIP BUS, DIP MGT)
Steve has extensive senior operational and strategic leadership experience in the financial services sector, working for 20 years from 1987 as a shareholder and director of MHG, specialists in the insurance broking industry. Steve was also a director and shareholder of UK based underwriting agency, InterGlobal until it was sold in 2007. He was directly involved in establishing InterGlobal’s business interests internationally in the UK, Europe, the Middle East and Asia.
Steve was appointed Chief Executive of Payments NZ Ltd in 2010, a company that is privately owned by New Zealand’s eight settlement banks. The company governs the rules and standards of New Zealand’s payment systems. Steve resigned from this role in 2014 to pursue commercial directorships and personal business interests.
Mike Taylor Executive Director, Founder & CEO
Executive Director, Founder & CEO(BBS, NZX DIP)
Mike is the Founder and CEO of Pie Funds, and Chairman of the Investment Committee. He is also the Portfolio Manager of the Chairman’s 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.
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.
Roger is currently Executive Chairman of Barrington Treasury Services NZ Limited. Roger is also currently a Director of Financial Services Complaints Limited, ETOS Limited, Hedgebrook Limited, IE Financial Services Limited and Pakuranga Medical Centre Limited.
Lance Jones Non-executive Director
Non-executive Director(BCOM, ACA)
Prior to working at Pie Funds, he was COO at OMF Limited for 19 years looking after its finance, compliance, operations and IT teams and company secretary on the Board.
He is a qualified accountant and offers significant experience in the financial services industry, accounting, risk and compliance. He has a Certificate in Company Direction and very good general commercial and strategy expertise.
Mark Devcich Chief Investment Officer & Portfolio Manager
Chief Investment Officer & Portfolio Manager(BCOM, LLB, CFA, CA)
Mark is Chief Investment Officer focusing on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully.
He is also the Co-Portfolio Manager with Chris Bainbridge for the Emerging Fund, and Portfolio Manager of the JUNO KiwiSaver Growth Fund.
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 charter holder and a qualified chartered accountant.
Mark is a shareholder of Pie Funds.
Victoria Harris Senior Investment Analyst & Portfolio Manager
Senior Investment Analyst & Portfolio Manager(BCOM)
Victoria is responsible for researching and conducting detailed analysis of global companies.
She is the Portfolio Manager of the Climate Friendly and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global and Growth UK & Europe Funds, with research and analytics input from Guy Thornewill and Toby Woods.
Prior to joining Pie in 2017, Victoria worked at Milford Asset Management in Sydney and Auckland as a Senior Analyst and Co-Portfolio Manager covering Australasian equity markets.
Victoria holds a Bachelor of Commerce from the University of Canterbury in New Zealand.
Victoria is a shareholder of Pie Funds.
Paul Gregory Group Head of Investments
Group Head of Investments
Paul is the Group Head of Investments and is responsible for investment oversight, environmental, social and governance investing, investor education and communication.
Prior to joining Pie in 2017, Paul was part of the executive team at the Financial Markets Authority, focussed on communications and investor capability. Paul also spent over six years at the New Zealand Superannuation Fund working on communications and the selection, evaluation and monitoring of global investment managers.
Doug Jopling Senior Investment Analyst & Portfolio Manager
Senior Investment Analyst & Portfolio Manager(BSC HONS, CA)
Doug is responsible for researching and conducting detailed analysis across multiple investment strategies.
He is also the Portfolio Manager of the Growth Fund.
Prior to joining Pie in 2018, Doug worked at IMS Payroll as its CEO. Doug has previously been CFO for Farmlands, IKEA Australia and Virgin Active Australia.
Doug holds a Bachelor of Science. He is also a Chartered Accountant.
Doug is a shareholder of Pie Funds.
Bianca Fledderus Investment Analyst & Portfolio Manager
Investment Analyst & Portfolio Manager(MSC, BBA)
Bianca is responsible for researching and conducting detailed analysis of global companies.
She is also the Portfolio Manager of the Conservative Fund and of the JUNO KiwiSaver Scheme's Conservative Fund.
Prior to joining Pie in 2016, Bianca received a Master of Science from the University of Groningen, and a Bachelor of Business Administration from Stenden University, both in the Netherlands.
Mike Ross Senior Investment Analyst
Senior Investment Analyst(MCOM, BA)
Mike Ross provides detailed research and analysis of Australasian companies.
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 Research UK and Europe & Senior Investment Analyst
Head of Research UK and Europe & Senior Investment Analyst(BA HONS, CFA)
Guy is responsible for researching and conducting detailed analysis of British, European and global companies.
He is also the Head of Research and Senior Analyst for the Global and Growth UK & Europe Funds.
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.
Katharina Battenhausen Assistant Investment Analyst
Assistant Investment Analyst(BCOM)
Katharina is responsible for supporting the investment team with company research and analysis, and cash management for all the funds
Prior to joining Pie in 2018, Katharina studied towards her Bachelor of Business at Massey University in Auckland.
Amanda Ward Investment Dealer
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.
Sam de Court Wealth Adviser
Wealth Adviser(BCOM, CA, AFA)
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 an Authorised Financial Adviser.
Sam is a shareholder of Pie Funds.
Julie Charlton Wealth Support
Wealth 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.
Gareth Biggs Head of Client Services
Head of Client Services(BSC, GDF)
Gareth has overall responsibility for client relationships.
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.
Mark Bull Senior Relationship Manager
Senior Relationship Manager(BCOM, LLB, CA, AFA)
Mark is responsible for client relationships, partnerships and leading business development.
Prior to joining Pie in 2018, Mark worked at Global Investment Bank Deutsche Bank in London and prior to that, as a Commercial Relationship Associate at ANZ Bank in Auckland.
Mark holds a Bachelor of Commerce and Laws from the University of Otago. He is also a Chartered Accountant and Barrister and Solicitor of the High Court of New Zealand.
Kim Davis Client Services Manager
Client Services Manager(DIP CA)
Kim is responsible for client relationships and is based in our Hawke’s Bay office.
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.
Tanja Ritson Events Manager
Events Manager
Tanja is responsible for our investor education events.
Prior to joining Pie in 2013, Tanja worked at other financial institutions including Guardian Trust NZ, Lock Finance in Auckland and PwC in Mafikeng, South Africa.
Tanja is a shareholder of Pie Funds.
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.
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.
Elina Vilmane Client Services Assistant
Client Services Assistant
Elina is responsible for Client Services administration, onboarding clients and processing account transactions. She is based in our Hawke’s Bay office. Prior to joining Pie Funds in 2019, Elina provided executive assistance to a team of real estate agents for a large Auckland based firm, Barfoot & Thompson.
Victoria Loveday Senior Legal Counsel & Compliance Manager
Senior Legal Counsel & Compliance Manager(BA, LLB, GDLP)
Victoria is responsible for ensuring legal and regulatory compliance.
Prior to joining Pie in 2017, Victoria worked at ClearView in Sydney as a Legal Counsel specialising in financial services and law.
Victoria holds Bachelors of Arts and Laws from Macquarie University in Australia, and a Graduate Diploma in Legal Practice.
Shannon Glover Group Financial Controller
Group Financial Controller(BBIM, GDBUS, CA)
Shannon is responsible for providing financial control, oversight and reporting, as well as managing Human Resource functions.
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.
Anne Kleyn EA to the CEO
EA to the CEO
Anne is responsible for 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.
Anne is a shareholder of Pie Funds.
Tilly Liebenberg Business Manager
Business Manager(DIP BUS)
Tilly is responsible for day-to-day business operations.
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 Diploma in Business from Massey University.
Tilly is a shareholder of Pie Funds.
Rebecca Bradley Management Accountant
Management Accountant(BACC, GDBL)
Rebecca is responsible for overseeing and performing various accounting functions.
Prior to joining Pie in 2018, Rebecca worked in the Property Management and Investment sector as an Assistant Accountant.
Rebecca holds a Bachelor of Accountancy and a Graduate Diploma in Business Law from Massey University in New Zealand.
Chloe Winterburn Compliance Analyst
Compliance Analyst(BCOM, BTM)
Chloe is responsible for administering, implementing and reporting on risk and compliance activities. This is conducted in line with Pie Funds’ AML/CFT Programme.
Prior to joining Pie in 2019, Chloe worked as an Event Manager and a Travel Consultant for large, well-known organisations in their respective industries.
Chloe holds a Bachelor of Commerce and a Bachelor of Tourism Management from Victoria University of Wellington.
Cecilia Robinson Independent Non-Executive Director
Independent Non-Executive Director
Cecilia brings broad brand, marketing and business strategy experience to the Board.
Cecilia is a serial entrepreneur founding Au Pair Link and My Food Bag 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 Directors and shareholders of My Food Bag, and Cecilia is also a founding Trustee of the Princes Trust NZ. Cecilia has consulted to Pie Funds for the past 12 months with a focus on people management, marketing and business strategy.
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 and Growth UK & Europe Funds.
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.
Nikhil Ramrakhiani Head of Digital Solutions
Head of Digital Solutions(BSC)
Nikhil leads the technology department of Pie Funds and ensures overarching technology infrastructure closely aligns with Pie Funds' goals.
He utilizes technology to enhance products and services that focus on external customers as well as drive internal efficiencies.
As we continue to grow and execute on our longer-term vision, Nikhil will be overseeing all of our development efforts as well as contributing to the overall roadmap.
Prior to joining Pie Funds in 2018, Nikhil worked as a Hands-on Development Manager at Mobile Mentor. Nikhil holds a Bachelor of Science.
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.
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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To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements Investing outside SIPO
The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds. Click to join below.
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. The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds.
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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.