Richard has over 27 years of commercial and investment experience. Prior to founding Castle Point Funds Management, Richard was Head of Equities for Tower Investments in Auckland, which managed over $4bn in assets including circa $1bn in equities.
Prior to Tower Investments, Richard was an investment manager at New Zealand Trade and Enterprise. He was also an equity analyst and fund manager for Prudential Portfolio Managers in Wellington and London.
Furthermore, Richard has 7 years commercial experience as founding investor and CEO of UK Explorer Limited, a successful internet business in the United Kingdom. Richard holds a Master of Commerce (Hons) in Finance and Bachelor of Science in Physics from the University of Auckland. He has had several articles published on New Zealand equities, bonds and fixed interest returns.
Richard is married to Nadia and they have two children, Matthew and Nora. Richard is a keen sailor and spends as much time on the water as work and family commitments allow.
Stephen has over 26 years of investments experience and 18 years of portfolio management experience. Prior to founding Castle Point Funds Management, Stephen was Equities Manager at Tower Investments, where he co-managed the global and domestic equity portfolios.
Before he joined Tower Investments, he worked as Senior Portfolio Manager for NZ Funds Management, where he managed an equity income fund.
Stephen moved to New Zealand in 1996 after working in Edinburgh and London. He worked for Scottish Provident and Ivory & Sime in mid-office investment accounting roles before relocating to London to work in the Global Custodian Division at State Street London.
Stephen graduated with a Bachelor of Commerce (Hons) in Business Studies and Accounting from the University of Edinburgh in 1991. Stephen is also a CFA charterholder.
Stephen has three children, twin boys, Ewan and Alec and a daughter, Keira.
Gordon has over 25 years of commercial and investment experience. Gordon is a founding member of Castle Point Funds Management having previously worked as an Equity Analyst at Tower Investments.
Gordon also spent several years in the Mediterranean and the Caribbean facilitating yacht charters; including maintenance and logistics for a fleet of several hundred Sunsail charter yachts. He then worked as export sales manager for Budget Marine, a large chandlery chain.
Gordon moved to New Zealand in 2000 working for McDell Marine boat-builders. He then moved to Plastic Systems in a technical sales role before going on to become the commercial manager.
He graduated from Manchester University with a Bachelor’s Degree in Engineering in 1993 and attained his Master’s Degree (with Distinction) in Finance in 2010 from Massey University. Gordon is a CFA charterholder.
Gordon has three boys, William, Edward and Angus. Gordon is a competitive sailor, in both centre board dinghies, and larger keel boats, and is an active member of the Wakatere Boating Club.
Jamie has over 12 years of investment experience in the NZ industry. Prior to founding Castle Point Funds Managment, Jamie was an Equity Analyst at Tower Investments where he also managed the strategic asset allocation of Tower’s diversified funds.
Prior to Tower Investments, Jamie worked as an Investment Consultant at Mercer, where he was responsible for fund management research, diversified strategic asset allocation projects and general client consulting.
Jamie immigrated to New Zealand in 2002, completed a Postgraduate Diploma in Viticulture and Oenology at Lincoln University and then worked as a winemaker in Hawke’s Bay for Vidals and Crossroads.
Jamie holds a Masters of Mathematics (First Class Honours) from Oxford University and is a CFA charterholder.
Jamie is married to Claire, they have two young children. Jamie likes going fast, either mountain biking or as a driver at track open days with his Lotus 7 replica sports car.