Our
People
Clayton Coplestone
Principal
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.
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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 and moved to Hong Kong in 2004.
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.
Email: clayton@heathcoteinvestment.com
Phone: +64 21 410 815
Mike Ruetsch
Principal
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.
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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.
Mike was then asked to move to sales where he 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.
Email: mike@heathcoteinvestment.com
Phone: +64 21 358 832
Michelle Forster
Principal
Michelle has more than 20 years’ experience in senior management and advisory roles in wealth management and the financial services industry.
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Michelle has more than 20 years’ experience in senior management and advisory roles in wealth management and the financial services industry.
Michelle has previously worked in South Africa, Channel Islands, Australia, and New Zealand, including time with Investec Bank, Goldman Sachs JBWere, Westpac, Staples Rodway Asset Management (SRAM) and more recently, as General Manager and Head of Advice for SBS Wealth.
Email: michelle@heathcoteinvestment.com
Phone: +64 27 600 4590
Gayle Coplestone
Operations Manager
Gayle is responsible for running the day to day operation of the business, including overseeing our Data & Marketing initiatives, our bi-annual Events, managing website content…
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Gayle is responsible for running the day to day operation of the business, including overseeing our Data & Marketing initiatives, our bi-annual Events, managing website content and all accounting functions.
This role follows a career in management and operations both in New Zealand and Australia. Gayle has a Bachelor in Business Studies and Diploma of Business Studies.
Angeline Revell
Data & Marketing Specialist
In this role Angeline creates and facilitates business opportunities between our clients and our end users to further enhance the relationships built by our sales team.
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In this role Angeline creates and facilitates business opportunities between our clients and our end users to further enhance the relationships built by our sales team.
Angeline has a background in operations and administration within a variety of businesses including Data Administrator at a large secondary school for 15 years.
Email: ange@heathcoteinvestment.com