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Brook takes from BT and FNZC

Brook Asset Management has announced two senior appointments to its investment team.

Friday, November 21st 2008, 2:00PM
Slade Robertson will join the business as a Senior Portfolio Manager and Andrew Mortimer as a Senior Research Analyst.

With 16 years experience in the funds management industry, Robertson comes to Brook from BT Funds where he has spent more than four years, most recently as Head of Equities.

Prior to this role, he spent time with Challenger International, BNP Paribas Equities and Southpac Investment Management.

Brook Managing Director, Mark Brighouse, said that Robertson is well known within the New Zealand’s funds management industry for his extensive knowledge and investment expertise.

"Slade is an equity manager who we have long admired for his investment decision making abilities, long term performance results and the close working partnerships he develops with clients," Brighouse said.

“His experience in managing absolute return and concentrated equity strategies will enable him to contribute to the continued success of Brook’s funds.”

Mortimer has more than 10 years research experience and will join Brook from First NZ Capital, where he was a Director of Equity Research, primarily focusing on the building materials, transport, beverages and agriculture sectors.

Prior to this, Mortimer also spent time with KPMG in Wellington and Jakarta, along with Credit Suisse First Boston.

With a strong team of research analysts already in place, Brighouse said that Mr Mortimer’s appointment will bring additional expertise that will contribute towards Brook’s primary aim of generating returns for its clients.

“Fundamental research is at the very core of our business, so we’re delighted to be welcoming Andrew to the team,” Brighouse said

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 3.34 - - -
AIA - Go Home Loans 6.14 4.75 5.25 5.29
ANZ 6.04 ▲5.59 ▲6.09 ▲6.19
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - ▲4.99 ▲5.49 ▲5.59
ASB Bank 6.04 ▲4.99 ▲5.45 ▲5.45
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Avanti Finance - Near Prime 6.60 - - -
Avanti Finance - Specialised 7.75 - - -
Basecorp Finance 6.35 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 6.19 - - -
BNZ - Rapid Repay 6.19 - - -
BNZ - Std 6.09 ▲4.99 ▲5.45 ▲5.45
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CFML 321 Loans 4.20 - - -
CFML Home Loans 6.30 - - -
CFML Prime Loans 6.45 - - -
CFML Standard Loans 7.20 - - -
China Construction Bank 6.44 4.85 4.95 4.95
China Construction Bank Special 6.44 5.85 5.95 5.95
Co-operative Bank - First Home Special - 4.74 5.29 5.59
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Co-operative Bank - Owner Occ 5.34 4.84 5.39 5.69
Co-operative Bank - Standard 5.34 5.34 5.89 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 5.09 5.49 -
First Credit Union Standard 6.49 5.69 6.09 -
Heartland Bank - Online 5.80 5.89 - -
Heartland Bank - Reverse Mortgage 7.99 - - -
Heretaunga Building Society 6.50 5.50 5.65 -
ICBC 5.39 4.49 4.99 5.25
Kainga Ora 5.79 4.59 4.95 5.19
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 6.00 ▲5.85 ▲6.29 ▲6.29
Kiwibank - Offset 6.00 - - -
Kiwibank Special ▲6.00 ▲4.95 ▲5.39 ▲5.49
Liberty 6.65 6.55 6.22 6.20
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SBS Bank 5.84 5.39 5.89 5.89
SBS Bank Special - 4.69 5.29 5.29
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SBS FirstHome Combo 3.29 4.29 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 7.99 - - -
TSB Bank ▲6.84 ▲5.79 ▲6.29 ▲6.49
TSB Special ▲6.04 ▲4.99 ▲5.49 ▲5.69
Unity First Home Buyer special - 4.15 - -
Unity Special ▲6.04 4.80 5.29 -
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Wairarapa Building Society 6.15 ▲5.15 ▲5.65 -
Westpac 6.14 5.59 6.05 5.95
Westpac Choices Everyday 6.24 - - -
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Westpac Offset 6.14 - - -
Westpac Special - 4.99 5.45 5.35
Median 6.15 4.99 5.49 5.59

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