NZX Wealth Technologies is a wealth management business wholly owned by NZX, that delivers rich online platform functionality available to enable New Zealand investment advisers and providers to efficiently manage, trade and administer their client's investment assets.
NZX Wealth Technologies provides custom built platforms for larger organisations and a turn-key solution for boutique organisations. A platform of choice for new services, NZX Wealth Technologies also provides a comprehensive range of Web Reporting Services and Investment Administrative Services that are easy to use and manage that can integrate with legacy products and systems to provide a wider Client wealth view.
Head of NZX Wealth Technologies
Paul joined Apteryx (now known as NZX Wealth Technologies) in 2011 to lead the business. He believes that given the right environment and focus, a team of highly skilled, experienced and passionate people can develop world leading wealth platforms which make a real difference to New Zealand investors.
Paul has over 20 years' experience designing, building and leading wrap platforms. Paul spent the first 10 years of his career in senior accounting roles before transitioning into the investment industry and wrap custody systems. Paul has also spent several years leading project teams transforming investment fund businesses during the establishment of KiwiSaver and Portfolio Investment Entities (PIEs).
Paul has an accounting qualification from AUT and an MBA from Massey University.
He firmly believes in work life balance for his team and spends his own down time with his wife Suzanne and their teenage family, working on their lifestyle block and as a trustee of their local hospice.
Wendy's passion is people. Her capacity to build strong long-term relationships is reflected in a stellar career in the investment industry leading teams.
Today she heads the operations team at NZX Wealth Technologies and manages clients, investors, partners and share-broking counterparty teams. Prior to joining NZX Wealth Technologies, Wendy was Head of Aegis for four years and Head of Operations for eight and part of the management team for over 15 years.
Wendy has also worked for large nationwide financial planning organisations.
Married to Pete Goldsmith, a part owner of a large directional drilling firm, Wendy enjoys travelling the world and supporting New Zealand's sporting teams.
Lee spearheads the development of NZX Wealth Technologies' online wrap platform built on newly proven technologies. Passionate about his technology, Lee believes technology teamed with innovation, creativity and the right people builds great software platforms.
Lee has 18 years of commercial software development experience with the last 15 years in the banking and investment sectors. Lee worked as a software engineer in the UK and Australia as a lead software architect, technical lead and development management.
Lee has degrees in Computer Science and Psychology from Massey University as well as qualifications in software development and psychometric testing. In his down time he studies artificial intelligence and neuroscience, and relaxes with a deterministic strategy game or a good book – all while bringing up a young family.
Business Analysis Manager
Martin leads the functional design of the wealth platform and is passionate about delivering empowering solutions to advisers and investors.
Martin has 25 years' experience in the investment and treasury market place. His last 12 years were spent designing and building wrap platforms for the New Zealand market. Prior to this he was based in the UK working in business analysis roles on treasury derivative systems. He has also spent time as a money market trader in New Zealand.
Martin has a degree in Economics from Auckland University. Martin is an avid sports lover and spends much of his spare time riding horses, playing golf or cricket, or enjoying watching his young sons play sport.
Ross was appointed as the independent Chair of Apteryx (now known as NZX Wealth Technologies) in September 2014 and has stayed on as Executive Consultant, post the sale to NZX, to assist with sales opportunities.
Ross has over 30 years of management and governance experience in the technology sector. He is a former CEO of Microsoft New Zealand, and has held a variety of governance roles in the private and state sector including the role of deputy Chair at Crown Research Institute ESR until June 2014.
Ross is an active investor with start-up and aspiring New Zealand businesses. He is a member of the ICE Angels and sits on their deal-flow committee.
He has a degree in Zoology from the University of Otago and is a former teacher of biology, science and mathematics.
Chris brings a unique mix of experience in technology and wealth management to the NZX Wealth Technologies team. He believes exceptional people are a key component to success, and strives to nurture the NZX Wealth Technologies team, insisting on a company culture of fun.
In the early 1990s Chris founded a software house that provided financial advisory software to a number of the leading firms over a number of years, including NZAM. Chris then moved to the UK where he designed and built investment technology platforms, while continuing to support NZAM.
In 2006 he co-founded Apteryx (now known as NZX Wealth Technologies) with NZAM, extending the software into a wrap platform including building the custodial functions and returned to New Zealand in 2007 to continue growing and developing the business.
He is married to Jenni, a partner at law firm Kensington Swan where they live on a lifestyle property in Coatesville with their three young boys.