Alvarium Wealth Board
Andrew is a Partner, Board Member and Co-Chairman of Alvarium Investments Limited (UK). After founding Alvarium in 2009, he served as Chief Executive Officer until moving to New Zealand in 2017 when he took over as the Co-Chairman of the International Group. Andrew is responsible for Alvarium’s global real estate investment strategies and oversees all the Group’s real estate investments. Andrew is Chairman of the Global Investment Committee for Real Estate Investments and sits on a number of Boards both in Europe and NZ. Andrew also chairs the Prince’s Trust NZ.
Simon is a Director of Alvarium Wealth (NZ) Ltd and a member of the investment committee. He has enjoyed nearly four decades in the finance industry, initially working in an accounting role and followed by 12 years’ investment banking at Fay Richwhite & Co before shifting into his current investment management role. Simon is a Chairman and Trustee of the Auckland Rescue Helicopter Trust.
Simon has a B.Com/LLB from the University of Canterbury
Alan is a Director of Alvarium Wealth (NZ) Ltd. He has 27 years of financial markets experience and chairs the investment committee. He was previously a Senior Executive of Fay Richwhite & Co, one of New Zealand’s leading merchant banks. Prior to Fay Richwhite, he created and ran a number of successful businesses in the hospitality and sports apparel sectors. Outside of Alvarium, Alan is Deputy Chair of the Auckland Art Gallery Foundation.
Alan has a post graduate business degree from the University of Auckland.
Brett is Managing Director of Alvarium Investments (NZ) Ltd as well as Chief Executive Officer of Tailorspace. Brett is responsible for investment and asset management strategy and the overall operations of the Alvarium NZ group. He has an extensive background in private equity and corporate finance, having grown businesses in both ownership and executive roles. Brett is a director of Southbase Construction, Mike Greer Homes, and Alvarium Investments (NZ) Ltd. Brett is also Chairman of Enable Networks Limited and the Chalky Carr Trust.
Brett has a B.Com from the University of Otago.
Mei is the Chief Compliance Officer for Alvarium Investments (NZ) Ltd and is a member of the investment committee. She has extensive experience in banking and finance, tax and compliance having worked at Clifford Chance, Hong Kong and London and, prior to that, at Bell Gully, Wellington. Before moving back to New Zealand in 2016 she managed a wine importing and wholesale business in New York, introducing New Zealand wines to New York palates.
Mei graduated from Victoria University Wellington with an LLB/BCA in accounting and finance.
Jonathan has more than 30 years’ experience in the financial sector, with an emphasis on emerging markets. Jonathan’s previous executive roles included the Group Chief Financial Officer of Fonterra Co-operative and the Executive Vice President and Chief Financial Officer of US-based chemicals company Cabot Corporation. Jonathan is currently an independent director of Westpac Corporation, Air NZ, Zespri and Vector.
Jonathan has an MBA and an MA in International Relations from Yale University. He is also an Adjunct Professor specialising in finance and executive education at the University of Auckland Business School
Alvarium Wealth Team
HEAD OF INVESTMENT STRATEGY
James Caughey is Head of Investment Strategy and he is a member of the investment committee as well as a member of the Global Macro Research Committee. His leadership role at Alvarium Wealth covers strategic asset allocation, manager research and portfolio and fund construction. James has 11 years’ investment management experience.
James graduated from the University of Auckland with a B.Com Finance and BA Classics and Ancient History (1st class honours)
HEAD OF OPERATIONS
As Head of Operations and part of the management team, Brad’s responsibilities are wide-ranging across the Alvarium Wealth group and include the running of the PIE Funds, trade executions, system development and client report checking and publishing. Brad has worked in a variety of banking roles in the financial district in London, before returning to Auckland where he was a business analyst for Tower Portfolio Administration Services. Brad has 22 years’ financial markets experience.
Brad has a B Com (Economics) from the University of Auckland.
GROUP FINANCIAL CONTROLLER
Pippa Styles is Group Financial Controller for Alvarium Investments (NZ). She has over 20 years’ experience in accounting including four years working in the UK for Lazard Brothers and Co, Telephone Technology Ltd and Swashpump Technologies. She was also previously a member of the London Stock Exchange.
She holds a B.Com (Accounting) from the University of Auckland
OFFICE AND MARKETING MANAGER
Originally from Nepal, Ayesha holds a Bachelor of Business and joined Alvarium Wealth as Office & Marketing Manager in August 2018. She has over 7 years of experience in strategic public relations, event management and marketing best practices - including digital, content marketing, email marketing and marketing automation. Three main reasons she loves marketing: people, technology and creativity.
SENIOR OPERATIONS ADMINISTRATOR
As Senior Operations Administrator, Christine’s duties include executing trades to fund managers, as well as managing foreign exchange and forward contract transactions.
Christine has worked in a number of banking roles, including six years at the Reserve Bank of New Zealand, Countrywide Bank, Trustbank Auckland and Westpac Trust. Originally from Wellington, she holds a Certificate in Business Studies.
Morgan joined Alvarium Wealth in March 2019 and is a member of the research team.
Morgan graduated in 2018 from AUT, Auckland with a Bachelor of Business in Finance and Economics (1st class honours).