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 several books on the future of the financial advisory industry, and continues to write numerous articles for various media on global financial services & distribution trends. Clayton has spoken as a keynote speaker at most of the Australasian industry conferences throughout the past two decades, and remains a sought after speaker on all aspects of the financial services and investment industry.
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 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 development of their Asian Asset Management business – opening offices in Korea, Hong Kong, Singapore, and China. During his 3 years in Asia Clayton was involved with identifying and completing China’s first asset management joint venture with China’s largest bank, and identifying and completing a similar endeavor to form one of Korea’s largest asset management joint ventures.
Clayton and his family returned to his home town of Auckland, where he set-up Heathcote Investment Partners – New Zealand’s leading third party distributor of boutique investment services to family offices, institutions and financial advisors.
Clayton has a Bachelor of Business Studies (major in Finance) and Diploma in Business Studies (Personal Financial Planning). Clayton has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Key Account Executive
David Batty has been working in the financial services industry both in the UK and New Zealand for the past 20 years.
David started his career in the UK as a financial adviser working for a medium sized Building Society before moving to a top 5 National Bank where he was responsible for external professional business development, and for providing independent financial advice to high net worth investors and trusts.Through his professional relationships he was approached by a national accountancy practice to help establish their in-house financial planning business. During this time David provided independent financial advice to small to medium sized businesses and government departments. He also worked closely with the forensic accountancy division to become (at the time) one of only two UK companies able to provide investment advice around structured settlements in relation to large personal injury awards.
In January 2002 David and his family immigrated to New Zealand where he continued his career within the financial services industry. David has held financial planning and business development roles for a number of New Zealand companies including a boutique financial planning business, Australasian bank, and large privately owned financial services business. Over the past 4 ½ years David has worked as New Zealand Operations Manager for a privately owned Australian Fund Manager, with responsibility for managing their New Zealand business relationships including authorised financial intermediaries, institutions, and platforms.
David’s experience has helped him gain a sound understanding of the current challenges and future opportunities for the New Zealand financial services industry.
David holds the UK Chartered Insurance Institute’s Financial Planning Certificate & G80 Advanced Financial Planning Certificate in long term care, life & health protection.