Welcome to Caliber Investment.
Our Purpose is Excellence in Investment Management.
Our philosophy
Caliber provides clients with an innovative investment solution. We want to help clients achieve their objectives whilst also providing a sense of comfort and balance throughout all types of markets and environments. Caliber works hard to ensure that we have a robust and compliant investment solution and the systems and processes in place to back that approach.
Our Process
Excellence in Investment Management. Expertise across multiple asset classes. Progressive risk-focused approach suits long term investors. Experienced professionals - totally dedicated to investment research and analysis
Mark has a background in Investment Management, with over 28 years in the industry. During this time, he has held senior roles at Sovereign and ASB Group Investments as the Chief Investment Officer with $3.2 billion and $5.5 billion under management respectively.
In both these roles Mark led a team comprising Senior Portfolio Managers and Analysts. As Chief Investment Officer, Mark was responsible for providing governance, direction and oversight in all aspects of investment management.
While in the role as Chief Investment Officer at ASB Group Investments, Mark was also a member of the Executive Management Committee. It was under his watch that ASB Group Investments became Morningstar Fund Manager of the year in 2004.
Working as a consultant, Mark has provided asset consulting, risk management and government consultancy to numerous major wealth management firms, banks and nationwide accounting companies.
In 2009 Mark established Caliber Investment Limited, heading up the team in his role as Chief Investment Officer. Since starting, he and the team have developed Caliber Investment into a successful and trusted company, where Mark has overall responsibility for Caliber’s investment performance.
Jason has over 20 years of experience within the Investment Management industry with advanced knowledge in portfolio construction & asset selection as well as appointment & monitoring of specialist fund managers.
Jason gained a wealth of knowledge working for a number of different companies within the financial sector including; First State, Royal & Sun Alliance, I Grow Investment Bank and Guardian Assurance.
Before joining Caliber Investment, Jason worked as part of the Investment Management team at ASB Group Investments, initially Jason oversaw the domestic bond and alternative assets portfolios, before being promoted to the role of Portfolio Manager. In this role he was responsible for Australasian and global equities, and listed property assets both within New Zealand and internationally.
Jason is the Investment Strategist for Caliber Investments, a role that he has held since 2014. As part of his role Jason interprets economic trends and then suggests trading and investment strategies that will help Caliber’s client investments.
Alan is a professional director. He has a lengthy career in financial services in New Zealand, Australia and the UK with experience in banking, investment management, insurance and investment consulting. He has worked in a variety of organisations including an Australasian bank, international investment management businesses, global/regional investment consulting firms and global insurance broking organisations.
Gemma has a background in business operations and management, having been accountable for day-to-day management, planning and executing targets, program development, budgets, and customer experience in her previous roles.
Gemma joined Caliber in 2018 as Operations Coordinator assisting with regulatory reporting, accounts, and support for the teams of Financial Advisers. In 2021 she moved into the Investment Analyst role.
Paula has joined Caliber in 2023 after a 10-year career in healthcare. She has always been passionate about investments and brings to Caliber her analytical skills from previous roles. She plays a key role in coordinating daily operational tasks, data management, collaboration with outsource providers, accounts, compliance and reporting.
She has recently finished her Financial Advice studies at Massey University, which offered a broader view of the business processes
With a background in business and over 12 years of experience, Victoria has worked across a range of support and management roles, helping businesses streamline operations and improve processes. In her senior roles, she has overseen daily operations and held responsibility for recruitment, training, efficiency, and accounting functions. She brings a practical, solutions-focused mindset to her work in operations, and her Bachelor's degree in Business has shaped her strategic approach to process optimisation and continuous improvement.
Since stepping into the role of Operations Manager at Caliber in 2024, Victoria has led firm-wide operational initiatives, managed key relationships with outsourced providers and service partners, and overseen the organisation’s day-to-day functions. Known for her hands-on leadership style and strong understanding of regulatory requirements, she plays a pivotal role in driving efficiency and supporting business-wide improvements.
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