An award winning team

Nikko AM is one of Asia’s largest asset managers. GoalsGetter is a result of Nikko AM’s ongoing commitment to providing progressive solutions that deliver the best of both local and global investment solutions.

Nikko AM NZ is long established in New Zealand and trusted by some of our largest organisations from insurance companies through to charities.

Meet the team

George Carter Managing Director
  • Responsible for managing the Nikko AM NZ business
  • 18 years of industry experience, as a consulting actuary
  • UK and New Zealand experience advising institutional clients on pensions and investments
  • Has an Honours degree in Theology from the University of Durham
  • Joined in 2015
George Carter
Stuart Williams Head of Equities
  • Responsible for the Domestic Equities team
  • 20 years of experience in all aspects of the investment management industry
  • A strong track record in portfolio management of both benchmark relative and high conviction funds
  • Joined in 2014
Stuart Williams
Fergus McDonald Head of Bonds and Currency
  • Responsible for the investment strategy, performance and compliance of Bond, Cash and Currency mandates
  • 29 years of industry experience in managing bond
  • Holds a Bachelor of Arts (Economics), from Victoria University of Wellington and a Certificate of Treasury Professionals
  • Joined in 1990
Fergus McDonald
Reena Madhoo Head of Operations
  • Responsible for the key partnerships with our outsourced providers
  • Coordinates and oversees operational support for the domestic portfolio managers and the client service support team
  • Was at Ernst Young, South Africa and managed operational and accounting functions for high net worth clients
  • Holds a Cert in Business Studies (Finance) from Massey University
  • Joined in 1999
Reena Madhoo
James Wesley Head of Distribution
  • Responsible for leading Nikko AM NZ’s sales, marketing and client servicing functions
  • Over 15 years investment management experience
  • Holds a Bachelor of Business and Graduate Diploma of Business from AUT
  • Joined in 2013
James Wesley
James Rogers Chief Operating Officer
  • Responsible all aspects of day to day operational functions
  • Over 18 years of experience in the financial service industry
  • Previously was at JPMorgan, Morgan Stanley and State Street in the U.K., U.S. and New Zealand
  • Holds a BA with honours in Economics from the Durham University
  • Joined in 2016
James Rogers

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