Profile
Mr. Stephen Bennie, CFA, is a Co-Founder at Castle Point Funds Management Ltd.
He has over 26 years of investments experience and over 18 years of portfolio management experience.
Prior to founding Castle Point Funds Management, Mr. Bennie 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.
He 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.
He graduated with a Bachelor of Commerce (Hons) in Business Studies and Accounting from the University of Edinburgh in 1991.
He is also a CFA charterholder.
Stephen Bennie active positions
| Companies | Position | Start |
|---|---|---|
Castle Point Funds Management Ltd.
 Castle Point Funds Management Ltd. Investment ManagersFinance Castle Point Funds Management Ltd. (Castle Point) is the wholly owned asset management subsidiary of Castlepoint Holdings Ltd. in New Zealand. The firm was founded in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims. Headquartered in Auckland, Castle Point offers investors a select range of investment solutions. They are a signatory to the United Nations Principles for Responsible Investment (UNPRI), a United Nations-supported framework which provides aspirational global criteria for responsible investing. | Founder | 01/01/2013 |
Former positions of Stephen Bennie
| Companies | Position | End |
|---|---|---|
Tower Asset Management Ltd.
 Tower Asset Management Ltd. Investment ManagersFinance Tower Asset Management Ltd. (TAM) is the wholly-owned fund management subsidiary of Tower Financial Services Group Ltd, which in turn is wholly-owned by Auckland-based Tower Ltd.. (WE: TWR) in New Zealand. Located in Wellington, the firm was established in 1998 and is the TOWER Group's wholesale investment and asset management specialist, providing specialist investment solutions for assets and strategic advice to New Zealand trusts, charities, superannuation funds, institutions and private individuals. | Investment Committee Member | - |
Experiences
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1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Tower Asset Management Ltd.
Tower Asset Management Ltd. Investment ManagersFinance Tower Asset Management Ltd. (TAM) is the wholly-owned fund management subsidiary of Tower Financial Services Group Ltd, which in turn is wholly-owned by Auckland-based Tower Ltd.. (WE: TWR) in New Zealand. Located in Wellington, the firm was established in 1998 and is the TOWER Group's wholesale investment and asset management specialist, providing specialist investment solutions for assets and strategic advice to New Zealand trusts, charities, superannuation funds, institutions and private individuals. | Finance |
Castle Point Funds Management Ltd.
Castle Point Funds Management Ltd. Investment ManagersFinance Castle Point Funds Management Ltd. (Castle Point) is the wholly owned asset management subsidiary of Castlepoint Holdings Ltd. in New Zealand. The firm was founded in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims. Headquartered in Auckland, Castle Point offers investors a select range of investment solutions. They are a signatory to the United Nations Principles for Responsible Investment (UNPRI), a United Nations-supported framework which provides aspirational global criteria for responsible investing. | Finance |
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