Board of Directors

Graeme Wong
Independent Chairman
One of three independent board members, Graeme is also Chairman of the Board at Harbour. Graeme founded and was Executive Chairman of Southern Capital Ltd, which became Hirequip NZ Ltd. He has extensive directorship experience, including at New Zealand Farming Systems Uruguay Limited, Sealord Group Limited, Tasman Agriculture Limited, Magnum Corporation Limited, Work Insurance, and alternate director at Air New Zealand. He is a current Director of Tourism Holdings Limited, Areograph Limited, Precinct Properties New Zealand Limited and shareholder and Director of Southern Capital Partners (NZ) Limited. Furthermore, he is a member of the Trust Board of Samuel Marsden Collegiate School and Member of the Management Board of The Bible Society Development (New Zealand) Incorporated.
Bill Trotter
Director (also Executive Chairman, Jarden)
Bill is a director of Harbour Asset Management. Bill is also Chairman of Jarden (formerly called First NZ Capital), appointed in 2002. He was previously Chief Executive of the firm and a Managing Director of Credit Suisse First Boston. Bill has a wide range of experience in capital markets and corporate transactions. Bill has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Linda Jenkinson
Independent Director
Linda, the first New Zealand woman to list a company on the NASDAQ stock exchange, co-founded DMSC, a $250 million on-demand courier company which disrupted the courier on-demand business segment. She also co-founded John Paul (formerly LesConcierges), a global customer and employee experience platform which she sold to Accor Hotel Group and WOW for Africa, an organisation that provided investment and business advisory services to support and promote female entrepreneurship in Senegal.
Linda currently serves on the boards of Eclipx Group, the Guild Group, Jaxta Music, Flint Wealth, and UNICEF Aotearoa. She was named EY Master Entrepreneur of the Year NZ in 2013, World Class New Zealander in 2016, and has been recognised at the Women of Influence awards in San Francisco and New Zealand.
Linda was previously a Partner with A.T. Kearney, specialising in financial institutions and strategic sourcing. She holds an MBA in Finance from The Wharton School, University of Pennsylvania and a B.B.S in Accounting & Finance and Data Processing from Massey University.
Murray Brown
Independent Director, Chair of Audit Committee
Murray Brown became an independent Director of Harbour in 2020, and Chair of Harbour’s Audit and Risk Committee. Murray has over 30 years of experience in investment markets, both as a research analyst and a portfolio manager. He was a Senior Portfolio Manager at Fisher Funds until 2016 looking after Kingfish, property & infrastructure, and local equities. Previous to Fisher Funds, Murray was Director, Research at First NZ Capital.

Murray is also on the Board of the Government Superannuation Fund Authority and Yachting New Zealand. He holds a Bachelor of Commerce & Administration from Victoria University of Wellington. He is also a Chartered Member of the Institute of Directors (CMInstD).
One of three independent board members, Graeme is also Chairman of the Board at Harbour. Graeme founded and was Executive Chairman of Southern Capital Ltd, which became Hirequip NZ Ltd. He has extensive directorship experience, including at New Zealand Farming Systems Uruguay Limited, Sealord Group Limited, Tasman Agriculture Limited, Magnum Corporation Limited, Work Insurance, and alternate director at Air New Zealand. He is a current Director of Tourism Holdings Limited, Areograph Limited, Precinct Properties New Zealand Limited and shareholder and Director of Southern Capital Partners (NZ) Limited. Furthermore, he is a member of the Trust Board of Samuel Marsden Collegiate School and Member of the Management Board of The Bible Society Development (New Zealand) Incorporated.
Bill is a director of Harbour Asset Management. Bill is also Chairman of Jarden (formerly called First NZ Capital), appointed in 2002. He was previously Chief Executive of the firm and a Managing Director of Credit Suisse First Boston. Bill has a wide range of experience in capital markets and corporate transactions. Bill has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Linda, the first New Zealand woman to list a company on the NASDAQ stock exchange, co-founded DMSC, a $250 million on-demand courier company which disrupted the courier on-demand business segment. She also co-founded John Paul (formerly LesConcierges), a global customer and employee experience platform which she sold to Accor Hotel Group and WOW for Africa, an organisation that provided investment and business advisory services to support and promote female entrepreneurship in Senegal.
Linda currently serves on the boards of Eclipx Group, the Guild Group, Jaxta Music, Flint Wealth, and UNICEF Aotearoa. She was named EY Master Entrepreneur of the Year NZ in 2013, World Class New Zealander in 2016, and has been recognised at the Women of Influence awards in San Francisco and New Zealand.
Linda was previously a Partner with A.T. Kearney, specialising in financial institutions and strategic sourcing. She holds an MBA in Finance from The Wharton School, University of Pennsylvania and a B.B.S in Accounting & Finance and Data Processing from Massey University.
Murray Brown became an independent Director of Harbour in 2020, and Chair of Harbour’s Audit and Risk Committee. Murray has over 30 years of experience in investment markets, both as a research analyst and a portfolio manager. He was a Senior Portfolio Manager at Fisher Funds until 2016 looking after Kingfish, property & infrastructure, and local equities. Previous to Fisher Funds, Murray was Director, Research at First NZ Capital.

Murray is also on the Board of the Government Superannuation Fund Authority and Yachting New Zealand. He holds a Bachelor of Commerce & Administration from Victoria University of Wellington. He is also a Chartered Member of the Institute of Directors (CMInstD).
Andrew Bascand
Managing Director
Andrew is a founder and Managing Director at Harbour. He and holds responsibility for our Australasian Equity growth portfolios, alongside the overarching management of Harbour as a business. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has more than 37 years’ investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.
Malcolm Jackson
Director
Malcolm is a Director of Harbour. Malcolm is currently CEO, Wealth and Asset Management for Jarden Group Limited. Malcolm is also a Director of Jarden Group Limited and a number of its subsidiaries. With more than 20 years of experience in the financial sector, Malcolm has previously held roles as Managing Director with both Blackstone in London and Singapore, as well as with TPG Capital in Melbourne.

Malcolm has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Richard Young
Independent Director
Richard has over 30 years’ experience in the banking and securities industry in New Zealand and overseas. Of this, over 27 years were with Jarden until his retirement in March 2022. He is a member of Chartered Accountants Australia and New Zealand. Richard has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Ruari McGregor
Secretary to the Board (and COO)
Ruari joined Harbour in 2017 after nine years at Trustees Executors in various management roles, including Senior Client Relationship Manager and Business Projects & Change Manager. Ruari’s expertise lies in the operational details of funds management, and his main duties at Harbour include leading our operational and technological systems, managing legal and regulatory requirements, as well as contributing to organisational strategy, and long-term goals. Prior to his work at Trustees, Ruari held roles at State Street Bank & Trust Co, and Deustche Bank in London and Edinburgh. He has over 15 years’ experience, and holds a BA Honours Degree in Financial Services.
Andrew is a founder and Managing Director at Harbour. He and holds responsibility for our Australasian Equity growth portfolios, alongside the overarching management of Harbour as a business. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has more than 37 years’ investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.
Malcolm is a Director of Harbour. Malcolm is currently CEO, Wealth and Asset Management for Jarden Group Limited. Malcolm is also a Director of Jarden Group Limited and a number of its subsidiaries. With more than 20 years of experience in the financial sector, Malcolm has previously held roles as Managing Director with both Blackstone in London and Singapore, as well as with TPG Capital in Melbourne.

Malcolm has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Richard has over 30 years’ experience in the banking and securities industry in New Zealand and overseas. Of this, over 27 years were with Jarden until his retirement in March 2022. He is a member of Chartered Accountants Australia and New Zealand. Richard has a shareholding in Harbour's ultimate holding company, Jarden Group Limited.
Ruari joined Harbour in 2017 after nine years at Trustees Executors in various management roles, including Senior Client Relationship Manager and Business Projects & Change Manager. Ruari’s expertise lies in the operational details of funds management, and his main duties at Harbour include leading our operational and technological systems, managing legal and regulatory requirements, as well as contributing to organisational strategy, and long-term goals. Prior to his work at Trustees, Ruari held roles at State Street Bank & Trust Co, and Deustche Bank in London and Edinburgh. He has over 15 years’ experience, and holds a BA Honours Degree in Financial Services.

Equities

Andrew Bascand
Managing Director
Andrew is a founder and Managing Director at Harbour. He and holds responsibility for our Australasian Equity growth portfolios, alongside the overarching management of Harbour as a business. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has more than 37 years’ investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.
Craig Stent, CFA
Executive Director, Head of Equities
Craig is Head of Equities, a founder of Harbour, and the portfolio manager for the Harbour Australasian Equity Income Fund, the Harbour Long Short Fund, the Harbour NZ Index Shares Fund and the Harbour Sustainable NZ Shares Fund. Craig also has overall responsibility for managing the equity team. Furthermore, he provides equity research and ratings on the utility sector. Prior to joining Harbour Asset Management, Craig was employed by AllianceBernstein New Zealand for seven years, originally as a Client Relations Associate before moving to Assistant Research Analyst in July 2004. Furthermore, Craig has previously worked for the Bank of New Zealand, Chase Global Investor Services (London) and the Bank of Ireland in roles responsible for monitoring and controlling daily cash activity and the management of support staff for Foreign Exchange Trading Desks. Craig has a BCA from Victoria University of Wellington and is a Chartered Financial Analyst (CFA®) charterholder.
Kevin Bennett
Director, Head of Research
Kevin is a founder of Harbour and the Head of Equities Research, providing equity research and ratings on the telco, industrials, healthcare, media, transport and technology sectors. Prior to joining Harbour Asset Management, Kevin was employed by AllianceBernstein New Zealand as a Research Analyst in Australasian Equities. In this role Kevin was responsible for equities research with an emphasis on Telco's, media, transport, forestry, healthcare and cyclical stocks. Kevin was previously a Director and Head of Telecommunications Research (Australasia) at Deutsche Bank. Kevin has over 34 years of investment management experience with such companies as AMP Society, Doyle Paterson Brown, Fay Richwhite and Bankers Trust New Zealand. Kevin has a BMS (Hons) from Waikato University.
Andrew is a founder and Managing Director at Harbour. He and holds responsibility for our Australasian Equity growth portfolios, alongside the overarching management of Harbour as a business. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has more than 37 years’ investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.
Craig is Head of Equities, a founder of Harbour, and the portfolio manager for the Harbour Australasian Equity Income Fund, the Harbour Long Short Fund, the Harbour NZ Index Shares Fund and the Harbour Sustainable NZ Shares Fund. Craig also has overall responsibility for managing the equity team. Furthermore, he provides equity research and ratings on the utility sector. Prior to joining Harbour Asset Management, Craig was employed by AllianceBernstein New Zealand for seven years, originally as a Client Relations Associate before moving to Assistant Research Analyst in July 2004. Furthermore, Craig has previously worked for the Bank of New Zealand, Chase Global Investor Services (London) and the Bank of Ireland in roles responsible for monitoring and controlling daily cash activity and the management of support staff for Foreign Exchange Trading Desks. Craig has a BCA from Victoria University of Wellington and is a Chartered Financial Analyst (CFA®) charterholder.
Kevin is a founder of Harbour and the Head of Equities Research, providing equity research and ratings on the telco, industrials, healthcare, media, transport and technology sectors. Prior to joining Harbour Asset Management, Kevin was employed by AllianceBernstein New Zealand as a Research Analyst in Australasian Equities. In this role Kevin was responsible for equities research with an emphasis on Telco's, media, transport, forestry, healthcare and cyclical stocks. Kevin was previously a Director and Head of Telecommunications Research (Australasia) at Deutsche Bank. Kevin has over 34 years of investment management experience with such companies as AMP Society, Doyle Paterson Brown, Fay Richwhite and Bankers Trust New Zealand. Kevin has a BMS (Hons) from Waikato University.
Susanna Lee
Director, Senior Research Analyst
Susanna has primary responsibility for the equity team's quantitative research programme, where she develops and implements innovative, data-driven strategies that underlie Harbour's equity investment process. With over a decade of experience at Harbour, she served as a Portfolio Manager for a New Zealand equity portfolio from 2014 to 2021, other prior roles include managing the equity team’s currency strategy, managing the trading desk and company research. Her career began in 2008 as an Analyst at AXA Global Investors, followed by a tenure at AMP Capital. Susanna holds a Bachelor of Business Studies with Honours in Finance from Massey University and was recognised with the Dean's List Award for her academic excellence.

Susanna is undertaking part-time doctorial research at Massey University. As part of this role, she is leading the establishment of the Massey University School of Economics and Finance Survey, alongside two professors from Massey University and one from AUT. The project aims to foster a stronger connection between academia and the industry, following in the footsteps of the world's leading universities. The purpose of the survey is to create a pipeline to provide research of practical importance for New Zealand organisations, regulators and policymakers.
Shane Solly, CFA
Director, Portfolio Manager
Shane is portfolio manager for the Harbour Equity Focus Fund and the Harbour Real Estate Fund and supports the management of Harbour’s other equity mandates. He is responsible for equity research and ratings on the aged care and retirement, airline and leisure, infrastructure and real estate sectors across the New Zealand and Australian equity markets. Shane has more than 25 years of managing portfolios for investors at ANZ, Citibank, Goldman Sachs, ING and Mint, and has previously managed funds that have won numerous industry awards. Shane is a CFA® charterholder and holds a Bachelor of Business in Finance from Massey, where he graduated as a Dean’s list scholar.
Øyvinn Rimer
Director, Senior Research Analyst
Oyvinn is responsible for equity research and ratings on the agriculture, resources, food & beverages, retail, and oil & gas sectors. Oyvinn also helps in portfolio and risk management of the Harbour Long Short Fund. Furthermore, he provides macroeconomic input to the wider Harbour team on the Chinese economy, which he covers through regular research trips to China. He also supports the Harbour team in portfolio risk management. Prior to joining Harbour Asset Management, Oyvinn was employed by AllianceBernstein New Zealand for 2 years as Assistant Research Analyst. Oyvinn holds his Master of Commerce from the University of Canterbury with first class Honours in Finance and is an AFA.
Susanna has primary responsibility for the equity team's quantitative research programme, where she develops and implements innovative, data-driven strategies that underlie Harbour's equity investment process. With over a decade of experience at Harbour, she served as a Portfolio Manager for a New Zealand equity portfolio from 2014 to 2021, other prior roles include managing the equity team’s currency strategy, managing the trading desk and company research. Her career began in 2008 as an Analyst at AXA Global Investors, followed by a tenure at AMP Capital. Susanna holds a Bachelor of Business Studies with Honours in Finance from Massey University and was recognised with the Dean's List Award for her academic excellence.

Susanna is undertaking part-time doctorial research at Massey University. As part of this role, she is leading the establishment of the Massey University School of Economics and Finance Survey, alongside two professors from Massey University and one from AUT. The project aims to foster a stronger connection between academia and the industry, following in the footsteps of the world's leading universities. The purpose of the survey is to create a pipeline to provide research of practical importance for New Zealand organisations, regulators and policymakers.
Shane is portfolio manager for the Harbour Equity Focus Fund and the Harbour Real Estate Fund and supports the management of Harbour’s other equity mandates. He is responsible for equity research and ratings on the aged care and retirement, airline and leisure, infrastructure and real estate sectors across the New Zealand and Australian equity markets. Shane has more than 25 years of managing portfolios for investors at ANZ, Citibank, Goldman Sachs, ING and Mint, and has previously managed funds that have won numerous industry awards. Shane is a CFA® charterholder and holds a Bachelor of Business in Finance from Massey, where he graduated as a Dean’s list scholar.
Oyvinn is responsible for equity research and ratings on the agriculture, resources, food & beverages, retail, and oil & gas sectors. Oyvinn also helps in portfolio and risk management of the Harbour Long Short Fund. Furthermore, he provides macroeconomic input to the wider Harbour team on the Chinese economy, which he covers through regular research trips to China. He also supports the Harbour team in portfolio risk management. Prior to joining Harbour Asset Management, Oyvinn was employed by AllianceBernstein New Zealand for 2 years as Assistant Research Analyst. Oyvinn holds his Master of Commerce from the University of Canterbury with first class Honours in Finance and is an AFA.
Jorge  Waayman
ESG Manager
As the Manager, ESG Research at Harbour, Jorge is primarily responsible for Harbour’s ESG (Environmental, Social, Governance) programme including research and implementation. Harbour’s primary ESG tool, the annual Corporate Behaviour Survey, is overseen by Jorge in conjunction with Kevin Bennett. Jorge began at Harbour as an intern in 2016. He completed his first class BCom (Hons) degree in Finance at Victoria University Wellington prior to joining Harbour.
Nicholas  Simmons
Research Analyst
Nick joined our team full time in March 2022 as an analyst. He is mainly responsible for providing assistance in financial modelling, industry research and data projects for the equity team. Previously Nick had completed an internship with Harbour, providing support to Harbour’s whole investment team while finishing up his university studies. Nick currently holds an MCom from the University of Auckland.
Jordan Mueller
Investment Analyst
Jordan joined the Harbour team as Operations Analyst in April 2022 where he provides investment operations and administrative support to the Equity and Fixed Income teams, before transitioning to an Investment Analyst role in our Equities Team. Before joining Harbour, Jordan worked with the client services team at Booster providing support to their KiwiSaver, Super and Investment advisers and clients. Jordan has a Bachelor of Commerce Degree (Hons) majoring in Finance and Economics from Victoria University of Wellington.
As the Manager, ESG Research at Harbour, Jorge is primarily responsible for Harbour’s ESG (Environmental, Social, Governance) programme including research and implementation. Harbour’s primary ESG tool, the annual Corporate Behaviour Survey, is overseen by Jorge in conjunction with Kevin Bennett. Jorge began at Harbour as an intern in 2016. He completed his first class BCom (Hons) degree in Finance at Victoria University Wellington prior to joining Harbour.
Nick joined our team full time in March 2022 as an analyst. He is mainly responsible for providing assistance in financial modelling, industry research and data projects for the equity team. Previously Nick had completed an internship with Harbour, providing support to Harbour’s whole investment team while finishing up his university studies. Nick currently holds an MCom from the University of Auckland.
Jordan joined the Harbour team as Operations Analyst in April 2022 where he provides investment operations and administrative support to the Equity and Fixed Income teams, before transitioning to an Investment Analyst role in our Equities Team. Before joining Harbour, Jordan worked with the client services team at Booster providing support to their KiwiSaver, Super and Investment advisers and clients. Jordan has a Bachelor of Commerce Degree (Hons) majoring in Finance and Economics from Victoria University of Wellington.

Fixed Income

Mark Brown
Director, Head of Fixed Income
Mark joined Harbour in 2011 and has over 30 years of experience working in fixed income markets in New Zealand and offshore. He leads the fixed income team at Harbour and is the portfolio manager of the Harbour NZ Core Fixed Interest Fund and the Harbour Income Fund. As a portfolio manager, Mark is primarily involved in investment strategy and risk management, being ultimately responsible for the investment performance of the firm’s longer-maturity bond funds. Mark has experience across the disciplines of credit analysis, economics and quantitative analysis. As active managers, Mark and his team have a proven track record, most notably adding value during the GFC and COVID affected years when volatility was high. Mark has a BCA from Victoria University of Wellington and a MBA in finance from the University of Rochester, NY.
Simon Pannett, CFA
Director, Senior Credit Analyst
Simon is a Senior Credit Analyst in the fixed interest team, where his chief responsibility is credit analysis of issuers within the fixed interest and income funds. Prior to joining Harbour, Simon was a research analyst at Investment Solutions UK in London where he managed a multi-manager global equity portfolio. He started his investment career at AXA Global Investors in Wellington, where his primary role was to select and monitor investment managers across all asset classes. Simon gained a Bachelor of Commerce (Honours) in Economics from Otago University, where he was awarded the William Emery Scholarship. He is also a CFA® charterholder and an AFA. Simon has also achieved the CFA Institute Certificate in ESG Investing.
George Henderson, CFA
Director, Portfolio Manager
George is portfolio manager of Harbour’s Enhanced Cash Fund. Prior to joining Harbour in 2018, George spent 11 years at Royal London Asset Management (RLAM) in London, progressing from trainee to Global Bond Fund Manager where he successfully led the firm’s offering in developed bond markets. Responsible for a variety of institutional and retail products, he also launched the RLAM International Bond Fund and RLAM Global Inflation Linked Fund. George began his career in Sydney with Ibbotson Consultants (now Morningstar) supporting senior consultants in advising institutional pension funds. George holds a Master of Business Studies (Finance) from the University of Otago and the Chartered Financial Analyst® designation.
Mark joined Harbour in 2011 and has over 30 years of experience working in fixed income markets in New Zealand and offshore. He leads the fixed income team at Harbour and is the portfolio manager of the Harbour NZ Core Fixed Interest Fund and the Harbour Income Fund. As a portfolio manager, Mark is primarily involved in investment strategy and risk management, being ultimately responsible for the investment performance of the firm’s longer-maturity bond funds. Mark has experience across the disciplines of credit analysis, economics and quantitative analysis. As active managers, Mark and his team have a proven track record, most notably adding value during the GFC and COVID affected years when volatility was high. Mark has a BCA from Victoria University of Wellington and a MBA in finance from the University of Rochester, NY.
Simon is a Senior Credit Analyst in the fixed interest team, where his chief responsibility is credit analysis of issuers within the fixed interest and income funds. Prior to joining Harbour, Simon was a research analyst at Investment Solutions UK in London where he managed a multi-manager global equity portfolio. He started his investment career at AXA Global Investors in Wellington, where his primary role was to select and monitor investment managers across all asset classes. Simon gained a Bachelor of Commerce (Honours) in Economics from Otago University, where he was awarded the William Emery Scholarship. He is also a CFA® charterholder and an AFA. Simon has also achieved the CFA Institute Certificate in ESG Investing.
George is portfolio manager of Harbour’s Enhanced Cash Fund. Prior to joining Harbour in 2018, George spent 11 years at Royal London Asset Management (RLAM) in London, progressing from trainee to Global Bond Fund Manager where he successfully led the firm’s offering in developed bond markets. Responsible for a variety of institutional and retail products, he also launched the RLAM International Bond Fund and RLAM Global Inflation Linked Fund. George began his career in Sydney with Ibbotson Consultants (now Morningstar) supporting senior consultants in advising institutional pension funds. George holds a Master of Business Studies (Finance) from the University of Otago and the Chartered Financial Analyst® designation.
Hamish Pepper
Director, Fixed Income & Currency Strategist
Hamish joined Harbour in July 2019. He has specific responsibilities for macro-economic research, and fixed interest and currency strategy. His research is reflected in investment decision making across the Harbour investment team, in particular relating to fixed income and currency. Before joining Harbour, Hamish worked as an FX and EM Macro Strategist for Barclays Investment Bank for 8 years in Singapore and London. He was most recently Head of FX & Emerging Markets Macro Strategy Research for Asia, based out of their Singapore office. Hamish was previously a Senior Analyst in the Financial Markets Research team at the Reserve Bank of NZ, responsible for presenting financial market analysis to RBNZ policymakers. He holds a first class BCA (Hons) in Economics.
Jenny Yang
Senior Quantitative Analyst
Jenny joined in 2020 as a Fixed Interest Analyst within Harbour’s Fixed Income team. She is charged with developing a broad range of quantitative analytical tools that will deepen the research and risk management capabilities that apply within fixed interest portfolios and the Harbour Income Fund. She also works on incorporating big data analytics to help identify sources of information not readily available from traditional data sources. Prior to joining Harbour, Jenny was a bank regulator at the Chinese Banking and Insurance Regulatory Commission, and a lecturer in investments at Lincoln University. She has a PhD in finance from Lincoln University, her research topic was bank efficiency and bank regulation in Asia Pacific region.
Hamish joined Harbour in July 2019. He has specific responsibilities for macro-economic research, and fixed interest and currency strategy. His research is reflected in investment decision making across the Harbour investment team, in particular relating to fixed income and currency. Before joining Harbour, Hamish worked as an FX and EM Macro Strategist for Barclays Investment Bank for 8 years in Singapore and London. He was most recently Head of FX & Emerging Markets Macro Strategy Research for Asia, based out of their Singapore office. Hamish was previously a Senior Analyst in the Financial Markets Research team at the Reserve Bank of NZ, responsible for presenting financial market analysis to RBNZ policymakers. He holds a first class BCA (Hons) in Economics.
Jenny joined in 2020 as a Fixed Interest Analyst within Harbour’s Fixed Income team. She is charged with developing a broad range of quantitative analytical tools that will deepen the research and risk management capabilities that apply within fixed interest portfolios and the Harbour Income Fund. She also works on incorporating big data analytics to help identify sources of information not readily available from traditional data sources. Prior to joining Harbour, Jenny was a bank regulator at the Chinese Banking and Insurance Regulatory Commission, and a lecturer in investments at Lincoln University. She has a PhD in finance from Lincoln University, her research topic was bank efficiency and bank regulation in Asia Pacific region.

Multi Asset

Chris Di Leva, CFA
Director, Head of Multi Asset & Global Investments
Chris is responsible for managing multi-asset solutions, utilising Harbour’s own strategies as well as external strategies from around the world. He is also Chair of Harbour’s Asset Allocation Committee which drives the positioning of Harbour’s multi-asset clients. Prior to joining Harbour, Chris was a Portfolio Manager at Mercer, where he was responsible for growth assets within Mercer’s fund suite in New Zealand. Chris has a strong track record in investment manager research, tactical asset allocation and structuring investment portfolios for some of New Zealand’s largest institutional investors. Chris is a CFA charter holder and holds a Bachelor of Commerce and Administration from Victoria University of Wellington.
Lewis Fowler, CFA
Senior Investment Analyst
Lewis joined Harbour in 2021 as an investment analyst, contributing towards our growing multi-asset business. His work covers a range of areas including external manager research, modelling and portfolio management support. Lewis recently emigrated to New Zealand from the UK, where he gained 8 years’ investment experience through roles at Deutsche Bank, Aon Hewitt and most recently at BlackRock Investment Management where he was responsible for investment manager research across the Alternatives spectrum for BlackRock's OCIO client base. He holds the CFA designation, and has a BSc Masters MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick.
Tony Hildyard
Senior Portfolio Specialist
Tony Hildyard is Senior Portfolio Specialist at Harbour, and oversees the Hunter Global Fixed Interest Fund. He has responsibility for providing investment advisory services to the Fund, as well as promoting the Hunter Investment Funds and managing client relationships. Tony is one of New Zealand’s most experienced investment professionals, reflecting the work he has done in the past with PIMCO, and as CEO of TOWER Asset Management.
Chris is responsible for managing multi-asset solutions, utilising Harbour’s own strategies as well as external strategies from around the world. He is also Chair of Harbour’s Asset Allocation Committee which drives the positioning of Harbour’s multi-asset clients. Prior to joining Harbour, Chris was a Portfolio Manager at Mercer, where he was responsible for growth assets within Mercer’s fund suite in New Zealand. Chris has a strong track record in investment manager research, tactical asset allocation and structuring investment portfolios for some of New Zealand’s largest institutional investors. Chris is a CFA charter holder and holds a Bachelor of Commerce and Administration from Victoria University of Wellington.
Lewis joined Harbour in 2021 as an investment analyst, contributing towards our growing multi-asset business. His work covers a range of areas including external manager research, modelling and portfolio management support. Lewis recently emigrated to New Zealand from the UK, where he gained 8 years’ investment experience through roles at Deutsche Bank, Aon Hewitt and most recently at BlackRock Investment Management where he was responsible for investment manager research across the Alternatives spectrum for BlackRock's OCIO client base. He holds the CFA designation, and has a BSc Masters MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick.
Tony Hildyard is Senior Portfolio Specialist at Harbour, and oversees the Hunter Global Fixed Interest Fund. He has responsibility for providing investment advisory services to the Fund, as well as promoting the Hunter Investment Funds and managing client relationships. Tony is one of New Zealand’s most experienced investment professionals, reflecting the work he has done in the past with PIMCO, and as CEO of TOWER Asset Management.

Client & Communications

Anne-Marie Carian
Director, Manager, Client Solutions
Anne-Marie initially joined Harbour in early 2011 as a Client Relations Manager, where she set up processes for client servicing and reporting, and worked closely with the Chief Operating Officer, setting up operational and compliance frameworks. With the change in the regulatory landscape she moved roles within Harbour to Product Manager in 2014, and was responsible for implementing and maintaining Harbour's FMCA framework, including ongoing monitoring and discloser documentation. In 2022, she moved into the role of Manager, Client Solutions - leading the client service team. Prior to taking time off to raise a family, Anne-Marie was employed at Alliance Bernstein as a Client Relations Associate, where she provided client reporting and servicing for the institutional client base. Anne-Marie began her career with the Bank of New Zealand before travelling to the UK where she worked for JP Morgan Chase in Custody. Anne-Marie holds a Bachelor of Science and a Post Graduate Diploma in Business Administration from Massey University.
Tina Troke
Senior Client Services Associate
Tina joined Harbour in 2020. She provides general service and support to our clients, and administrative duties for our investment team. Tina has a long history in the banking and financial services industry both nationally and internationally, coming to Harbour with over 25 years’ experience in various client-facing and client service focused roles. Most recently she was Adviser Support at JBWere (NZ) Limited after 5 years in the Wellington office. She holds a Bachelor of Mᾱori Performing Arts with Te Whare Wᾱnanga o Awanuiᾱrangi.
Laura Bishop
Client Services Associate
Laura joined Harbour as a Client Services Associate in October 2023 after returning to New Zealand from overseas travel. She provides support to our clients and administrative duties for the investment team. Laura has previously worked as an adviser support administrator at AdviceFirst and has over 4 years of experience in various client-facing roles. Laura holds a Bachelor of Biomedical Science degree from Victoria University of Wellington and will soon resume studying to obtain her Level 5 Certificate in Financial Services.
Anne-Marie initially joined Harbour in early 2011 as a Client Relations Manager, where she set up processes for client servicing and reporting, and worked closely with the Chief Operating Officer, setting up operational and compliance frameworks. With the change in the regulatory landscape she moved roles within Harbour to Product Manager in 2014, and was responsible for implementing and maintaining Harbour's FMCA framework, including ongoing monitoring and discloser documentation. In 2022, she moved into the role of Manager, Client Solutions - leading the client service team. Prior to taking time off to raise a family, Anne-Marie was employed at Alliance Bernstein as a Client Relations Associate, where she provided client reporting and servicing for the institutional client base. Anne-Marie began her career with the Bank of New Zealand before travelling to the UK where she worked for JP Morgan Chase in Custody. Anne-Marie holds a Bachelor of Science and a Post Graduate Diploma in Business Administration from Massey University.
Tina joined Harbour in 2020. She provides general service and support to our clients, and administrative duties for our investment team. Tina has a long history in the banking and financial services industry both nationally and internationally, coming to Harbour with over 25 years’ experience in various client-facing and client service focused roles. Most recently she was Adviser Support at JBWere (NZ) Limited after 5 years in the Wellington office. She holds a Bachelor of Mᾱori Performing Arts with Te Whare Wᾱnanga o Awanuiᾱrangi.
Laura joined Harbour as a Client Services Associate in October 2023 after returning to New Zealand from overseas travel. She provides support to our clients and administrative duties for the investment team. Laura has previously worked as an adviser support administrator at AdviceFirst and has over 4 years of experience in various client-facing roles. Laura holds a Bachelor of Biomedical Science degree from Victoria University of Wellington and will soon resume studying to obtain her Level 5 Certificate in Financial Services.
Ainsley McLaren
Executive Director
Ainsley’s core role at Harbour is leading our client and communications team, and developing investment solutions to suit client needs. She joined the team in 2017, having previously gained over 25 years’ of extensive investment management experience in number of senior roles, including Executive director and Head of Investment Management at First State Investments (NZ), and Head of Investment Management for ASB Group Investments. Notably, during her time at ASB Group, Ainsley designed and launched the ASB default KiwiSaver scheme, and had no fund suspensions or capital loss during the 2008 financial crisis. Ainsley holds a B.Com in Economics, and previously served on the Boards of the Financial Markets Authority, the Government Superannuation Fund Authority and Hohepa Auckland Regional Board.
Sophie Parlane
Director, Communications Manager
Sophie joined the Harbour team in 2016 to drive projects in marketing and communications, including digital and events management. She handles PR, branding and advertising, and Harbour publications and research. Prior to joining Harbour, Sophie was a Project Coordinator at Young Enterprise Trust with experience in content creation, digital communications, and event management. She holds a Bachelor of Arts from VUW in Political Science and Social Policy (with a minor in Media Studies) and a Postgraduate Diploma in Business (Communications) from Massey University.
Ainsley’s core role at Harbour is leading our client and communications team, and developing investment solutions to suit client needs. She joined the team in 2017, having previously gained over 25 years’ of extensive investment management experience in number of senior roles, including Executive director and Head of Investment Management at First State Investments (NZ), and Head of Investment Management for ASB Group Investments. Notably, during her time at ASB Group, Ainsley designed and launched the ASB default KiwiSaver scheme, and had no fund suspensions or capital loss during the 2008 financial crisis. Ainsley holds a B.Com in Economics, and previously served on the Boards of the Financial Markets Authority, the Government Superannuation Fund Authority and Hohepa Auckland Regional Board.
Sophie joined the Harbour team in 2016 to drive projects in marketing and communications, including digital and events management. She handles PR, branding and advertising, and Harbour publications and research. Prior to joining Harbour, Sophie was a Project Coordinator at Young Enterprise Trust with experience in content creation, digital communications, and event management. She holds a Bachelor of Arts from VUW in Political Science and Social Policy (with a minor in Media Studies) and a Postgraduate Diploma in Business (Communications) from Massey University.

Operations & Compliance

Ruari McGregor
Director, Chief Operating Officer
Ruari joined us in 2017 after nine years at Trustees Executors in various management roles, including Senior Client Relationship Manager and Business Projects & Change Manager. Ruari’s expertise lies in the operational details of funds management, and his main duties at Harbour include leading our operational and technological systems, managing legal and regulatory requirements, as well as contributing to organisational strategy, and long-term goals. Prior to his work at Trustees, Ruari held roles at State Street Bank & Trust Co, and Deustche Bank in London and Edinburgh. He has over 20 years’ experience, and holds a BA Honours Degree in Financial Services.
Tim Morrison
Head of Compliance
Tim joined Harbour in March 2023 as the Head of Compliance. His role is to ensure the business is meeting its compliance obligations and to plan for future changes to the regulatory landscape. Prior to joining the team, Tim was the Head of Compliance and Risk at Nikko Asset Management and prior to that OM Financial. He also established the Boutique Investment Group (BIG) which represents the interests of Managed Investment Scheme participants. Tim has a B.Com and a Masters of Applied Finance from Victoria University, Wellington.
Vishwesh  Ramachandran
Senior Compliance Analyst
Vishwesh joined Harbour in May 2022 as a compliance analyst to support the risk and compliance framework across the business. This includes working with the investment teams to ensure that legal and regulatory requirements are met, including compliance with the AML/CFT framework. Prior to joining the team, Vishwesh worked at Strategi Compliance and the Bank of India in New Zealand and he is a Certified Anti-Money Laundering Specialist. Vishwesh has a B.Com (Accounts & Finance), Master of Management (Finance) Studies from the University of Mumbai and a Post Graduate Diploma in Business from Auckland University of Technology.
Paula Drew
Manager, Business Solutions
Paula came to Harbour in 2020 with extensive Business Analyst and Project Management skills, specific to the finance industry, from to her previous experience working for TEL, BT Funds Management and ASB Group Investments. Paula provides Harbour with expert system analysis to drive through continuous business improvement and efficiencies throughout various aspects of our business.
Ruari joined us in 2017 after nine years at Trustees Executors in various management roles, including Senior Client Relationship Manager and Business Projects & Change Manager. Ruari’s expertise lies in the operational details of funds management, and his main duties at Harbour include leading our operational and technological systems, managing legal and regulatory requirements, as well as contributing to organisational strategy, and long-term goals. Prior to his work at Trustees, Ruari held roles at State Street Bank & Trust Co, and Deustche Bank in London and Edinburgh. He has over 20 years’ experience, and holds a BA Honours Degree in Financial Services.
Tim joined Harbour in March 2023 as the Head of Compliance. His role is to ensure the business is meeting its compliance obligations and to plan for future changes to the regulatory landscape. Prior to joining the team, Tim was the Head of Compliance and Risk at Nikko Asset Management and prior to that OM Financial. He also established the Boutique Investment Group (BIG) which represents the interests of Managed Investment Scheme participants. Tim has a B.Com and a Masters of Applied Finance from Victoria University, Wellington.
Vishwesh joined Harbour in May 2022 as a compliance analyst to support the risk and compliance framework across the business. This includes working with the investment teams to ensure that legal and regulatory requirements are met, including compliance with the AML/CFT framework. Prior to joining the team, Vishwesh worked at Strategi Compliance and the Bank of India in New Zealand and he is a Certified Anti-Money Laundering Specialist. Vishwesh has a B.Com (Accounts & Finance), Master of Management (Finance) Studies from the University of Mumbai and a Post Graduate Diploma in Business from Auckland University of Technology.
Paula came to Harbour in 2020 with extensive Business Analyst and Project Management skills, specific to the finance industry, from to her previous experience working for TEL, BT Funds Management and ASB Group Investments. Paula provides Harbour with expert system analysis to drive through continuous business improvement and efficiencies throughout various aspects of our business.
Dinesh Muthusamy
Business Systems Analyst
Dinesh started his IT career in New Zealand as a Technical Support specialist at Concentrix before being promoted as a Senior Technical Support Specialist. He also contracted as a Service Desk Analyst with Spark before joining Harbour in early 2023. Dinesh has a bachelor’s degree in mechanical engineering and a Graduate Diploma in Management from NMIT.
Cheryll Morales
Director, Operations Manager
Cheryll focuses on managing the provision of investment operations and administration support for the equity and fixed income teams. Cheryll has over seven years’ experience with global custodial banks covering fund management, investment and treasury operations, risk management and project management. Cheryll will be working with the team in Harbour’s Wellington office. Prior to joining Harbour, Cheryll was with JP. Morgan Chase for two years, with a focus on cash forecasting, pooling and management, FX modelling and reconciliations. Cheryll also implemented risk control polices and process improvements across the business. In this role Cheryll was responsible for JP Morgan global clients. Prior to JP Morgan, Cheryll worked at UnionBank of the Philippines managing a team responsible for the settlement, accounting and reporting of money market, fixed income, equity and foreign exchange activities for trust and asset management clients. Cheryll has a Masters of Applied Mathematics in Finance.
Bede Clark
Senior Operations Analyst
Bede joined the Harbour team in April 2020 as an Operations Analyst to provide investment operations and administrative support to the equity and fixed income teams. He handles cash and stock reconciliations along with compliance and performance reporting. Prior to joining Harbour, Bede worked within the custody team at Trustees Executors. Bede has a Bachelor of Business Studies from Massey University.
Robin Bao
Operations Analyst
Robin joined the Operations team at Harbour in July 2022. She is an Operations Analyst and is responsible for providing investment operations and administrative support to the equity and fixed income teams, handling cash and stock reconciliations, and compliance and performance reporting. Prior to joining Harbour, Robin was an APAC Reconciliations Analyst at FNZ Ltd responsible for maintaining, managing, and reconciling stock positions across various platforms. Robin has a Master of Applied Finance from Victoria University, Wellington.
Dinesh started his IT career in New Zealand as a Technical Support specialist at Concentrix before being promoted as a Senior Technical Support Specialist. He also contracted as a Service Desk Analyst with Spark before joining Harbour in early 2023. Dinesh has a bachelor’s degree in mechanical engineering and a Graduate Diploma in Management from NMIT.
Cheryll focuses on managing the provision of investment operations and administration support for the equity and fixed income teams. Cheryll has over seven years’ experience with global custodial banks covering fund management, investment and treasury operations, risk management and project management. Cheryll will be working with the team in Harbour’s Wellington office. Prior to joining Harbour, Cheryll was with JP. Morgan Chase for two years, with a focus on cash forecasting, pooling and management, FX modelling and reconciliations. Cheryll also implemented risk control polices and process improvements across the business. In this role Cheryll was responsible for JP Morgan global clients. Prior to JP Morgan, Cheryll worked at UnionBank of the Philippines managing a team responsible for the settlement, accounting and reporting of money market, fixed income, equity and foreign exchange activities for trust and asset management clients. Cheryll has a Masters of Applied Mathematics in Finance.
Bede joined the Harbour team in April 2020 as an Operations Analyst to provide investment operations and administrative support to the equity and fixed income teams. He handles cash and stock reconciliations along with compliance and performance reporting. Prior to joining Harbour, Bede worked within the custody team at Trustees Executors. Bede has a Bachelor of Business Studies from Massey University.
Robin joined the Operations team at Harbour in July 2022. She is an Operations Analyst and is responsible for providing investment operations and administrative support to the equity and fixed income teams, handling cash and stock reconciliations, and compliance and performance reporting. Prior to joining Harbour, Robin was an APAC Reconciliations Analyst at FNZ Ltd responsible for maintaining, managing, and reconciling stock positions across various platforms. Robin has a Master of Applied Finance from Victoria University, Wellington.
Thomas  Entwisle
Operations Analyst
Tommy joined the Harbour team as Operations Analyst in July 2023 where he provides investment operations and administrative support to the Equity and Fixed Income teams. Prior to joining Harbour, he was an Analyst at Te Whatu Ora assisting in pricing and funding for hospitals. Tommy has a first class BCom (Hons) degree in Finance at Victoria University of Wellington.
Aldo Vincentius
Operations Analyst
Aldo joined the Operations team in December 2023 as an Operations Analyst, providing investment operations and administrative support to the Equity and Fixed Income teams. Prior to joining Harbour, Aldo was an Operations Specialist and Investment Administrator at Booster NZ, and an Investor Services Administrator at Trustees Executors Ltd. Aldo has a Diploma in Business Administration and Management from WelTec.
Anna Vakalo
Office Coordinator / EA
Anna joined the Harbour team in 2021 as our Office Coordinator, and EA to the Managing Director. Her duties include ensuring smooth running of day to day office processes for both our Wellington and Auckland offices, helping staff with general administration and organising the Managing Director’s calendar. Prior to joining Harbour, Anna worked as an EA for an Urban Development Company in Russia, an Office Coordinator for a co-working space, and is a veteran of the fashion industry working as a model, stylist and assistant all over the world. She holds a Bachelor’s degree majoring in Economics from Southern Federal University.
Tommy joined the Harbour team as Operations Analyst in July 2023 where he provides investment operations and administrative support to the Equity and Fixed Income teams. Prior to joining Harbour, he was an Analyst at Te Whatu Ora assisting in pricing and funding for hospitals. Tommy has a first class BCom (Hons) degree in Finance at Victoria University of Wellington.
Aldo joined the Operations team in December 2023 as an Operations Analyst, providing investment operations and administrative support to the Equity and Fixed Income teams. Prior to joining Harbour, Aldo was an Operations Specialist and Investment Administrator at Booster NZ, and an Investor Services Administrator at Trustees Executors Ltd. Aldo has a Diploma in Business Administration and Management from WelTec.
Anna joined the Harbour team in 2021 as our Office Coordinator, and EA to the Managing Director. Her duties include ensuring smooth running of day to day office processes for both our Wellington and Auckland offices, helping staff with general administration and organising the Managing Director’s calendar. Prior to joining Harbour, Anna worked as an EA for an Urban Development Company in Russia, an Office Coordinator for a co-working space, and is a veteran of the fashion industry working as a model, stylist and assistant all over the world. She holds a Bachelor’s degree majoring in Economics from Southern Federal University.