Slade Brownlie Robertson
Chief Executive Officer at Devon Funds Management Ltd.
Profile
Mr. Slade B.
Robertson, CFA, is a Managing Director & Portfolio Manager at Devon Funds Management Ltd.
He has over 20 years’ experience in both the New Zealand and Australian investment industry.
His track record is proof of his determination to pursue the best investment opportunities for his clients.
After spending 6 years as a Portfolio Manager for Devon, in March 2017 he was promoted to his current role and has overall responsibility for the business.
Mr. Robertson continues to contribute to the investment process as a member of the Investment Committee.
Prior to joining Devon, he was a Portfolio Manager at Brook Asset Management with impressive results.
Mr. Robertson draws on his extensive investment management experience from his time as Head of Equities at BT Investment Management in New Zealand and portfolio management roles at Challenger International (NZ) and BNP Paribas in Australia.
Slade Brownlie Robertson active positions
| Companies | Position | Start |
|---|---|---|
Devon Funds Management Ltd.
 Devon Funds Management Ltd. Investment ManagersFinance Devon Funds Management Ltd. (Devon) is an investment management firm headquartered in Auckland, New Zealand. The firm was founded in 2010 when Devon Funds Group acquired the asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Ltd. They are owned by Investment Services Group Ltd. Devon builds investment portfolios that are comprised of companies listed on the New Zealand and Australian stock exchanges on behalf of a diverse range of New Zealand clients, such as the New Zealand Superannuation Fund, Community Trusts, charities, KiwiSaver schemes, corporates pension schemes and individual investors. Devon is a signatory to the Principles for Responsible Investment. | Chief Executive Officer | 01/03/2017 |
Former positions of Slade Brownlie Robertson
| Companies | Position | End |
|---|---|---|
Brook Asset Management Ltd.
 Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Portfolio Manager-Equities | - |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Brook Asset Management Ltd.
Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Miscellaneous |
Devon Funds Management Ltd.
Devon Funds Management Ltd. Investment ManagersFinance Devon Funds Management Ltd. (Devon) is an investment management firm headquartered in Auckland, New Zealand. The firm was founded in 2010 when Devon Funds Group acquired the asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Ltd. They are owned by Investment Services Group Ltd. Devon builds investment portfolios that are comprised of companies listed on the New Zealand and Australian stock exchanges on behalf of a diverse range of New Zealand clients, such as the New Zealand Superannuation Fund, Community Trusts, charities, KiwiSaver schemes, corporates pension schemes and individual investors. Devon is a signatory to the Principles for Responsible Investment. | Finance |
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