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Our people

We’re proud to introduce you to our team of highly skilled, passionate professionals – the people behind GoalsGetter.

Meet the New Zealand Nikko AM team

When it comes to investing your hard-earned money, it’s good to know you’re being supported by a specialist local firm, dedicated to helping you achieve your investment goals. Get to know the people behind GoalsGetter.

Meet our team
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Stuart Williams

Managing Director, Nikko AM NZ

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Stuart Williams

Managing Director, Nikko AM NZ


Stuart joined Nikko AM in 2014 and is responsible for managing the NZ business, he has over 20 years experience across all aspects of investment management. Stuart has extensive experience in conducting detailed research and developing investment recommendations on listed companies in both New Zealand and Australia he previously worked at ANZ Investments and its predecessors. He holds a Bachelor of Commerce degree from the University of Auckland and is a Chartered Accountant. When not working, Stuart enjoys exploring NZ with his wife which typically involves a combination of walking tracks, playing golf and experiencing the local food and wine that each region has on offer.

James Rogers

James Rogers

Chief Operating Officer

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James Rogers

Chief Operating Officer


James joined Nikko AM in 2017. He is responsible for the oversight of all aspects relating to day to day operational functions, including technology, finance, product management and client reporting. He has over 20 years experience in the financial services industry and has held senior positions at JP Morgan, Morgan Stanley and State Street and has worked across the UK, US and New Zealand. James holds a Bachelor of Arts degree (Economics) with honours from the Durham University, UK. James enjoys cooking outdoors, building things, and spending plenty of time with family and friends.

Pam Molloy

Pam Molloy

Client Services Manager

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Pam Molloy

Client Services Manager


Pam joined Nikko AM in 2008. She is responsible for operational functions for institutional clients, asset consultants and research houses. Pam has extensive experience and has previously worked for BT Funds Management and TEA Custodians. Pam holds a Diploma in Finance from the University of Auckland. In her spare time, Pam can almost always be found enjoying the great outdoors and enjoys kayaking, cycling and hiking.

Stephanie Hardly

Stephanie Hardly

Customer Support Manager

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Stephanie Hardly

Customer Support Manager


Stephanie joined Nikko AM in 2021, she’s responsible for customer enquiries and client service support. Stephanie has over 15 years’ experience, previously holding sales support roles at Perpetual Guardian and Canopy Group. She has a Customer Service and Business Certificate from the New Zealand Management Academy. Outside of work, Stephanie enjoys spending time with her family, club netball, church and music and has a mild addiction to crime and murder mysteries.

Sam Bryden

Sam Bryden

Head of Distribution

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Sam Bryden

Head of Distribution


Sam joined Nikko AM in 2018 and is responsible for leading the distribution team. He has 15 years’ financial markets experience, previously holding roles at Aegis and ASB Securities and at several New Zealand banks. He holds a Bachelor of Commerce degree (Finance) from the University of Canterbury and holds a Level 5 Certificate in Investment Planning. In his spare time, Sam enjoys spending time with his family and playing all sports including golf, cricket and skiing.

Sam Belton

Sam Belton

Senior Relationship Manager

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Sam Belton

Senior Relationship Manager


Sam joined Nikko AM in 2019 and is responsible for institutional client relationships. He has over 10 years’ investment management experience, previously holding roles at Legal & General Investment Management and GlaxoSmithKline in the UK and at Westpac NZ. He holds a Bachelor of Commerce degree (Finance) and a Bachelor of Arts degree (Psychology) from the University of Otago and is a CFA Charterholder. Sam enjoys spending time with family and playing the more than occasional round of golf.

Hilary McWhinnie

Hilary McWhinnie

Head of Regulatory Transformation

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Hilary McWhinnie

Head of Regulatory Transformation


Hilary joined Nikko AM in 2017 and is responsible for the delivery of retail product and client services. She has over 20 years financial markets experience, working for Kiwi Wealth/GMI, Milford Asset Management, Citi and Credit Suisse. Hilary holds a Bachelor of Commerce and Management from Lincoln University and a Post Graduate Diploma in Business Administration from Massey University. In her spare time Hilary enjoys craft beer, sailing, going to bush doofs, spending time in the garden and is quite handy in the kitchen.

Simon Haines

Simon Haines

Head of Legal, Risk and Compliance

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Simon Haines

Head of Legal, Risk and Compliance


Simon joined Nikko AM in 2019. He is responsible for managing legal risk and providing the company and Board with legal advice. He has 18 years’ work experience including five years working at Financial Markets Authority (FMA) in senior roles. He’s also held roles at Telecom NZ and Russell McVeagh. Simon holds a LLB from The University of Auckland, a PGDL from the College of Law, London, and Bachelor of Arts degree with honours in English Literature from the University of London. Simon enjoys walking his small but sometimes evil dog, collecting paintings, playing airsoft with his son and has an interest in Jungian Analytical Psychology.

Kady Buchanan

Kady Buchanan

Senior Relationship Manager

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Kady Buchanan

Senior Relationship Manager


Kady joined Nikko AM in 2023 and is responsible for intermediary and advisory client relationships. She has 20 years’ experience in global institutional equity and property sales at UBS in New York and London and Habitat Property in Hong Kong. Kady holds a Bachelor of Arts degree from Brown University in US History & International Relations. In her free time, Kady enjoys spending time with her husband and two boys, playing tennis, reading, and exploring beautiful New Zealand.

Empowering everyday Kiwis to invest

Empowering everyday Kiwis to invest

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