Advice Workshop – Investment

Clayton Coplestone – Facilitator

Clayton Coplestone has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management. In 1995 Clayton left New Zealand to take up the position as Australasian Sales and Marketing Manager with a boutique asset management firm based in Sydney.

During his 10 years in Sydney, Clayton was responsible for co-authoring 3 books on the future of the financial advisory industry, along with numerous articles for various industry publications & media on global financial services & distribution trends. He was also a keynote speaker at most of the Australian industry conferences throughout that time.

Heathcote Investment Partners Limited was established by Clayton Coplestone in 2008 as a third party distributor of Australian based investment managers to New Zealand family offices, institutions and financial advisors.

Clayton was involved in the establishment of Credit Suisse Asset Management’s retail business in Australia which had a meteoric growth in assets under management from AUD7.2 billion to over AUD25 billion during his employment.  In 2004 Clayton and his family moved with Credit Suisse to Hong Kong where he established and headed up their Asian Asset Management business – opening offices in Korea, Hong Kong, Singapore, and China. During his 3 years in Asia Clayton was credited with identifying and completing China’s first asset management joint venture with China’s largest bank, and identifying and completing a similar venture to form one of Korea’s largest asset management joint ventures. Whilst in Hong Kong Clayton was the Board Representative of a Chinese Asset Management Company which attracted USD5 billion of new retail investment monies within a few hours of launching a new fund.

Clayton has a Bachelor of Business Studies (major in Finance) and Diploma in Business Studies (Personal Financial Planning).

Adviser Workshop – Investment

Other presenters

The panel covers responsible investing and ESG funds, enhancing portfolio returns through ESG, options in New Zealand and a practical guide as to how advisers can incorporate RI into the advice process and client portfolios.

John Berry

John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment.

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Alister van der Maas

As the Managing Director for Russell Investments New Zealand, Alister focuses on the management and strategy of the New Zealand business. Alister leads a team which delivers asset consulting advice, implementation services and funds management to some of New Zealand’s largest investors.

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Kate Turner

Kate is an Associate Director managing the Sustainalytics Sydney office. Kate joined Sustainalytics three years ago and works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies.

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