Anna Francis

Anna Francis Email and Phone Number

Investment at Forsyth Barr Limited @ Forsyth Barr Limited
dunedin, otago, new zealand
Anna Francis's Location
Auckland, Auckland, New Zealand, New Zealand
Anna Francis's Contact Details
About Anna Francis

Investment Adviser with international experience in institutional equities with a focus on Asia. Worked in Japan, Hong Kong and the UK. Fluent in Japanese.

Anna Francis's Current Company Details
Forsyth Barr Limited

Forsyth Barr Limited

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Investment at Forsyth Barr Limited
dunedin, otago, new zealand
Website:
forsythbarr.co.nz
Employees:
292
Anna Francis Work Experience Details
  • Forsyth Barr Limited
    Investment
    Forsyth Barr Limited Dec 2019 - Present
    Smales Farm
    I am an Investment Adviser with experience in managing portfolios for high-net worth individuals. Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit forsythbarr.co.nz/about for more information.
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  • Westpac New Zealand Limited
    Executive Financial Advisor
    Westpac New Zealand Limited Nov 2017 - Dec 2019
    Auckland, New Zealand
    View
  • Westpac New Zealand Limited
    Private Wealth Management Executive
    Westpac New Zealand Limited Oct 2015 - Nov 2017
    Auckland, New Zealand
    I manage our Executive Financial Advisers and Asian advisers. I am also developing the High Net Worth and Immigration Wealth strategies for Westpac NZ.
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  • Westpac New Zealand Limited
    Head Of Business Performance And Strategy, Business Bank & Wealth
    Westpac New Zealand Limited Aug 2014 - Oct 2015
    Auckland
    View
  • Macquarie Group
    Authorised Financial Adviser
    Macquarie Group Jul 2012 - Aug 2014
    New Zealand
    Macquarie Private WealthLevel 17 Lumley Building, 88 Shortland Street, Auckland
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  • Lehman Brothers
    Pan-Asian Equity Sales
    Lehman Brothers 2004 - 2008
    London, United Kingdom
    London, UK
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  • Daiwa Securities Smbc Co. Ltd.
    Japanese Equity Sales
    Daiwa Securities Smbc Co. Ltd. Sep 2001 - Sep 2004
    London, UK
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  • Deutsche Bank
    Japanese Equity Sales
    Deutsche Bank Jan 2001 - Jul 2001
    London, UK
    View
  • Deutsche Bank
    Japanese Equity Research
    Deutsche Bank Oct 1997 - Dec 2000
    Tokyo, Japan
    View
  • Cazenove
    Financial Researcher And Japanese-English Translator
    Cazenove Jun 1997 - Oct 1997
    Tokyo, Japan
    View

Anna Francis Skills

Investments Equities Equity Research Wealth Management Portfolio Management Capital Markets Bloomberg Investment Banking Bonds Hedge Funds Fixed Income Securities Finance Strategy Cash Management Risk Management Financial Markets

Anna Francis Education Details

Frequently Asked Questions about Anna Francis

What company does Anna Francis work for?

Anna Francis works for Forsyth Barr Limited

What is Anna Francis's role at the current company?

Anna Francis's current role is Investment at Forsyth Barr Limited.

What is Anna Francis's email address?

Anna Francis's email address is ki****@****hoo.com

What schools did Anna Francis attend?

Anna Francis attended The University Of Sheffield, Diocesan School For Girls, New Zealand, Nzx.

What are some of Anna Francis's interests?

Anna Francis has interest in Social Services.

What skills is Anna Francis known for?

Anna Francis has skills like Investments, Equities, Equity Research, Wealth Management, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Bonds, Hedge Funds, Fixed Income, Securities.

Who are Anna Francis's colleagues?

Anna Francis's colleagues are Michael Staples, Jacqui Row-Porter, Tianna Kneebone, Michael Raynes, Colin Slade, Carey Woodhouse, Lachlan Wood.

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