NZFunds: Portfolio Management for Individuals
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Greg Long

Principal, Distribution | BBA( Memphis), Dip Business Studies(Financial Planning)

Biography
Greg started with NZ Funds in 1993. Over the years his principle responsibilities in distribution have been finding and developing NZ Funds’ financial advisory relationships around New Zealand. He also has considerable experience presenting seminars for the advisors and their clients.

Greg was educated in the US during the 1980’s while on a tennis scholarship at the University of Memphis. After university he qualified as a stocks, bonds, commodities and futures broker in the US. On his return to New Zealand in the early 1990’s he spent a year in the insurance industry.

Approach
Over the years I have learnt that the value of personal relationships should never be underestimated. This has never been more evident with the challenges that we and the financial services industry have had to face over the last several years.
The majority of our advisory relationships have worked with us for 10 years plus. This has been matched, not coincidentally, by the equivalent period of time that many of our senior people have been at NZ Funds.

It has been very satisfying to have been at the forefront of a business which has grown from approximately $100 million in assets under management in 1993 to $1 billion today. I am enthusiastic about the future of our business and the industry and I believe we are better placed than ever to provide our portfolio management services for advisors and their clients.

There will be many challenges that lie ahead.   Regardless of the financial markets performance, all of our energies will be directed towards supporting advisors and their clients in achieving their income and lifestyle objectives.

Greg Long