David Boyce Email & Phone Number

Auckland, New Zealand

New Zealand

• Primary responsibility for New Zealand and Australian equities coverage for CIP Private Wealth for client notes, adviser support, daily adviser meetings, model portfolios, CIP managed funds.
• Frequent notes to advisers and retail clients supporting thematic ideas, trade ideas, portfolio changes.
• Responsibility for growing and maintaining relationships with CIP and Deutsche Bank institutional analysts and management of New Zealand companies.
• Research, selection and weightings for New Zealand and Australian equities model portfolios that form basis for individually managed portfolios and CIP managed funds (PIEs). Monitoring performance of New Zealand and.
• Senior role in CIP Investment Committee that has responsibility for strategic and tactical asset allocation, and ultimate responsibility for model portfolios.
• Member of Product Demand Group, providing pre-IPO feedback to ECM/DCM on potential equity/debt issues.

Auckland, New Zealand

• Established an in-house research function at ASB Securities to support the Private Client Advisory Team and the Intermediary Team that serviced small institutions and third party groups of advisers.
• Developed the methodologies for equities valuation and rating within ASB Securities.
• Oversaw the equities coverage of NZ equities as well as the pass-through of CommSec equities research on ASX stocks and economics research from ASB Bank and Commonwealth Bank.
• ASB Securities Research coverage included regular notes on NZ companies covered, a quarterly client newsletter, a monthly note on NZ Listed Property Trusts and regular research on UK Investment Trusts.
• Full stock coverage of CEN, RYM, SKT, FPH, FPA, NZO, MFT.
• Evaluation of equity IPOs and debt new issues and preparation of credit papers for firm allocations.

Auckland, New Zealand

• Lead analyst for Telecom Corporation, NZ institutional coverage of Telstra.
• Industry coverage of the New Zealand telecommunications, media and transport sectors, with stock coverage including: TEL, SKT, INL, MWL, MFT, POT, LPC, FPH, FPA.
• Established domestic, Australian and offshore institutional client-base and strong corporate relationships.

B.Compt, Accounting And Finance

Education record