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.