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, 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 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 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.
Chris Bainbridge Head of Australasian Equities and Portfolio Manager
Head of Australasian Equities and 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 Australasian Growth 2 Fund, and Co-Portfolio Manager with Mark Devcich of the Australasian Emerging Companies 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.
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.
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.
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.
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 Australasian 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.
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.
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 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 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.
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.
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.
Victoria Loveday General Counsel (On Maternity Leave)
General Counsel (On Maternity Leave)(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.
Victoria is a shareholder of Pie Funds.
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.
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.
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.
Caroline Williams General Counsel and Head of Compliance
General Counsel and Head of Compliance(LLB Hons, BA)
Caroline is responsible for ensuring legal and regulatory compliance at Pie Funds and JUNO KiwiSaver Scheme.
Prior to joining Pie in 2020, Caroline was General Manager, Legal and Compliance at Bayley Corporation, and before that was General Counsel at Deloitte.
Caroline holds a Bachelor of Laws (Hons) and Bachelor of Arts from Auckland University. She is a Barrister and Solicitor of the High Court of New Zealand.
Mark Bull Senior Relationship Manager and Wealth Adviser
Senior Relationship Manager and Wealth Adviser(BCOM, LLB, CA, FA)
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.
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.
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.
Kim Davis 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 Compliance Manager
Compliance Manager(LLB HONS, BSC)
Rhys is responsible for the compliance management framework and compliance assurance programme. This enables the business to appropriately and effectively meet its legal and regulatory obligations.
Prior to joining Pie, Rhys worked as the 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.
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 EA to the CEO
EA to the CEO(DIP BUS, DIP ACC)
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.
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.
Tilly Liebenberg HR and Business Manager
HR and Business Manager(BBS)
Tilly is responsible for day-to-day business operations as well as managing Human Resource functions.
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.
Tilly is a shareholder of Pie Funds.
Rebecca Bradley Management Accountant and Office Manager
Management Accountant and Office Manager(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.
Rhea Goundar Investment Operations Analyst
Investment Operations Analyst(BBus)
Rhea is responsible for daily operations specific to our investment team including cash management, foreign exchange and settlements.
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.
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.
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 efficiency.
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.
Chris Samson IT Manager
IT Manager(BSC)
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.