your risk
profile
About
Synergy
This is a discretionary investment management service (DIMS) provided by Funds Administration New Zealand Limited (FANZ). Under a DIMS, the provider invests your money on your behalf in financial products, such as managed funds, to gain exposure to New Zealand and international shares, cash and fixed interest investments, and charges fees for the service.
FANZ has over $1.1 billion of funds under management and advice as at 31/12/2016. FANZ is a subsidiary of SBS Bank.
You will hold the financial products through a custodian. The types of investments that FANZ can invest your money in, and the fees, are described in the Investment Proposal. You will be relying on the investment decisions that FANZ makes. The value of the investments made for you may go up or down. The DIMS is called the Synergy Investment Programme (‘Synergy’). Consilium NZ Limited (‘Consilium’) plays a key role in Synergy by providing FANZ with investment research and expertise to help design the portfolios available through Synergy.
How Synergy
Works?
1.
Require evidence
We utilise peer-reviewed academic evidence to make decisions.
2.
Diversify widely
We diversify into over 40 countries and 8,000 companies.
3.
Keep costs low
We negotiate, and only pay for real value.
Who Are
The Key Staff?
Graham Duston
Executive Director
FANZ
Graham has over 20 years’ investment experience. Prior to starting FANZ in 2002, Graham was General Manager for ANZ Funds Management in New
Zealand and had also worked for Tower Trust Services and Armstrong Jones.
Derek Young
Executive Director
FANZ
Derek has over 20 years’ investment experience. Prior to working for FANZ in 2005, Derek was employed in senior management roles for ING (NZ), ANZ Funds Management and Tower Trust Services.
Ben Brinkerhoff
Head of Partner Services & Investment Committee Member
Consilium
Ben has almost 10 years’ investment experience. Prior to working for Consilium, Ben was employed in senior management at investment advisory businesses in both New Zealand and the United States, serving as Chief Operating Officer of Index Funds Advisers.
Amanda Wolt
Compliance Manager
Consilium
Amanda has almost 10 years’ experience in the wealth management industry in New Zealand. Prior to that she spent a number of years in Europe, where she worked in IT at Paribas and PricewaterhouseCoopers.
Damon O’Brien
Chief Investment Officer
Consilium
Damon has 15 years’ experience in the wealth management industry, and is a CFA® charterholder. Prior to working at Consilium Damon worked at a boutique wealth management firm, a national advisory dealer group and a ‘fund of hedge funds’ company.
Dr Bart Frijns
Investment Committee Member
Consilium
Dr Bart Frijns is a Professor of Finance at AUT and the Director of the Auckland Centre for Financial Research. Since obtaining his PhD in Finance from Maastricht University in 2004, Dr Frijns has undertaken empirical research on topics ranging from the impact of regulations on financial markets, to volatility dynamics and price setting behaviour.