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.
Kim has a background in Financial Services with over 15 years of experience in the finance and funds management industry. She has held a number of positions including roles as a Financial Advisor, Assistant Accountant, Training Manager, Facilitator and Assessor in Financial Services and now Governance and Compliance.
While working in the industry Kim has been responsible for compliance within funds management and financial advice, training, governance and policy development.
Kim is a qualified Chartered Accountant and a member of CAANZ, as well as an AFA.
Joining the Caliber Group in 2012, in the role of Compliance Manager, Kim is responsible for compliance including licensing and the new regulatory environment as well as overseeing day to day governance and compliance work.
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.
Zoe has experience and knowledge of the financial sector, previously holding Account and Support Manager roles in the UK.
Zoe held a variety of different support and management roles at Invesco Perpetual (UK), initially being responsible for inducting & training the Support team along with technical support for clients, before moving on to become an Account Manager. While in this role Zoe was responsible for establishing professional relationships both nationally and further afield.
As Support Manager Zoe headed up a large team providing support to Financial Advisers, was accountable for recruitment and developed & delivered companywide training. She also contributed to a wide range of system and procedural changes within Invesco Perpetual.
Zoe also worked for a Wealth Management company working for the Fund Accounting team.
Zoe joined Caliber Group in 2015, taking on the role of Operations Manager.
Zoe oversees the daily running of the administration team, fields technical support queries and is the liaison between Caliber and its professional partnerships.
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.
Victoria joined Caliber in 2021 as an Operations Coordinator and is responsible for regulatory reporting, accounts, and day to day operations.
Victoria has over 10 years experience working in admin and operations support roles in a number of different industries.
She has a strong background in implementing positive changes and streamlining operations.
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