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
Mike has over 25 years of international experience in asset management and law. He has a rare mix of commercial and technical investment fund experience with a strong legal foundation.
Mike started his career practicing law in South Africa where he was a partner in a large commercial practice. He then spent 16 years in Switzerland, over 12 of which were with the global alternatives manager, Man Investments. He held various roles at Man, starting in product structuring where he managed a team of lawyers and finance professionals responsible for structuring and implementing highly complex and innovative investment products, all during a pioneering period for alternative investments. He was then asked to move to sales where ended as a Managing Director and deputy to the Global Head of Sales managing a dynamic and diverse global distribution network with annual sales of around USD 15-20 billion. In addition to this role he was Head of Global Sales Management, which included direct responsibility for sales in Russia, Eastern Europe, Africa and Israel. Mike was a member of the Man Group plc Finance Committee and sat on various Man Group company boards and committees.
Mike’s time in Switzerland also included time at Credit Suisse in their International Wealth Management division and Open Funds, a third party distributor.
Mike is a qualified UK Solicitor and South African Attorney and Conveyancer (currently non-practicing), having obtained BA (Economics and Econ. History) and LLB degrees from the University of Natal. He lives with his wife and two sons in Waikato.