WealthTechNZ

The continuous and rapid advancement of new technology makes this an exciting time.

Join FinTechNZ to join the WealthTechNZ eco-system and you’ll be joining an eco-system of wealth management companies, finance companies, and tech companies to participate in driving the adoption of new and innovative products forward.  

PURPOSE AND OBJECTIVES

Our core focus is to promote innovation and the digitisation of wealth and investment services for improved customer outcomes. To do this we:

• support the digitisation of wealth and investment services, and
• connect and promote individuals, companies, and the wider WealthTechNZ sector.

CURRENT ACTIVITIES

• Increase knowledge and awareness of Anti Money Laundering (AML) Act and AML solutions online.
• Support robo investing / digital advisor.
• Lend our unique expertise to ameliorate investment opportunities between investors and start up businesses.
• Develop industry standards around term deposit transactions.

LATEST UPDATES

• Investing in New Zealand Guide
• Top Trends 2021 in Wealth Management
• World Wealth report 2020
• The Transformation of Wealth Management, Five Trends for 2020 and Beyond
• NZ needs FinTech to tackle big 2020 problems
• WealthTechNZ online AML event: FMA AML/CFT presentation slides (August 2019, PDF)

WealthTechNZ Working Group Chair

Bill Cheney, Manuka Capital

WealthTechNZ Working Group Co-Chair

Leeanna Kohn-Hardy, Finappster

• Alin Ungureanu – Chelmer
• Ben Lavender – Private Wealth Advisers
• Bill O’Boyle – Snowball Effect
• Chris Watson – MMC

• Clive Fernandes – National Capital
• Guillaume Dehan – Fund a Future
• Jim Janse – The Property Crowd
• Michael Daymond-King  – Forsyth Barr

• Myles Allan – Mosaic
• Teri Edwards – AlphaCert Labs
• Ryan Wilson – BNZ
• Stephen Upton – Kernel
• Thyson Steentjes – ANZ