Stephen Upton
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Stephen Upton Email & Phone Number

Chief Operating Officer at Kernel / Chairman at Touch New Zealand
Location: Auckland, Auckland, New Zealand 9 work roles 6 schools
1 work email found @nzx.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Role
Chief Operating Officer at Kernel / Chairman at Touch New Zealand
Location
Auckland, Auckland, New Zealand

Who is Stephen Upton? Overview

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Quick answer

Stephen Upton is listed as Chief Operating Officer at Kernel / Chairman at Touch New Zealand based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at nzx.com and a matched LinkedIn profile for Stephen Upton.

Stephen Upton previously worked as Chief Operating Officer - Smartshares at Nzx Limited and Director - Wealth Planning at Ubs. Stephen Upton holds Master Of Business Administration (Mba) from University Of Cambridge.

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Profile bio

About Stephen Upton

As the Chief Operating Officer (COO) for the NZ digital wealth start up Kernel, I bring a strategic outlook and unique problem solving ability to Kernel’s team. At Kernel, we give people the few kernels they need to transform their financial future. Our mission is to create a world where all Kiwis are wealthier, more financially literate and good savings and investing behaviours are embedded for future generations. We combine world-class index investment funds with digital technology. Through our wealth management platform, investors can now take control and build the future they want. Kernel is designed for all Kiwis – whether you’re new to investing or a seasoned professional. We empower ambitious individuals to do grow their savings and their future. With 10 years international experience and having completed an MBA at the University of Cambridge UK, I returned to NZ in 2015 and became COO of NZX Smartshares. Prior to travelling overseas, I owned, successfully grew and sold a $1M business in Wellington.

Listed skills include Strategy, Marketing, Marketing Strategy, Strategic Planning, and 38 others.

9 roles

Stephen Upton work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer - Smartshares

Auckland, New Zealand

Overall responsibility for the operations and compliance of NZX’s Funds Management business, which incorporates the 6 SuperLife and Smartshares Managed Investment Schemes. Responsible for all customer service activities and teams, passive investment management of sector and multi sector funds, data analytics, fund accounting and data integrity, as well as.

Dec 2015 - Jun 2019

Director - Wealth Planning

Ubs

Zurich

Project Management as part of CHF1 Billion restructuring project. I returned to UBS and Switzerland post-MBA to utilise new skills for a fixed term contract with the intention to travel and return to New Zealand thereafter.

Jan 2015 - Jul 2015

Strategic Consultant

Cambridge, United Kingdom

3 month consulting contract to investigate the feasibility and business planning of a new technology incubator.

Oct 2014 - Dec 2014

Mba Student

Cambridge, United Kingdom

Dean List (Top 10%) for Lent Term (Strategy, Marketing, Operations Management, Strategic Pricing, Entrepreneurship, Strategic Innovation)A great MBA programme by one of the world's leading universities.

Sep 2013 - Sep 2014

Director - Wealth Planning - Product Management Deputy Team Head And Head Of T&F Marketing

Ubs

Zurich, Switzerland

Product development, and stakeholder liaison and negotiation. The turbulent times facing financial service providers and offshore banking locations post-GFC, post-FATCA, and post-secrecy provided me with a excellent experience in adaptation, rationalisation, search for new competitive advantage and how decisions are constructed and made in a multinational.

Apr 2010 - Sep 2013

President

Swiss Touch Association

Zurich

Shaping and growing a national sporting organisation. A great team together with passion and drive for performance lead to some fantastic results.

Jan 2011 - Jun 2013

Trust Officer

Zurich

May 2007 - Mar 2010

Marketing Coordinator

Melbourne

- Execution of communciation plan- Reponsible for statewide digital advertising spending- Graphic design and publishing of advertising collateral - brochures, print ads, digital ads, tourist map- Creation and execution of cross-sell campaign within state to extend regional stay - Market Research - qualitative and quantitative survey creation, execution.

Jan 2006 - Dec 2006

Managing Director

Step Up Productions Ltd (Indigo Bar & Venue)

Wellington, New Zealand

  • Increased turnover 1000% in 5 years from NZ$100k pa to over NZ$1m pa and grew team up to 16 employees with very low staff turnover -about a third of the industry average
  • Turned around negative brand perception and location prejudice into an internationally recognised brand through implementing a strategic marketing plan, including tactical marketing of 250 events per year to diverse.
Oct 2000 - Jul 2005
6 education records

Stephen Upton education

Chartered Global Management Accountant (Cgma), Accounting And Business/Management

The Chartered Institute Of Management Accountants

Diploma In International Trust Management (Tep Designation), International Company Law, Company Administration, Investment Management And Trust Law, 84% Overall (High Distinction)

Society Of Trust And Estate Professionals

Part-time diploma comprising 5 courses, each with a 3 hour written exam. Was member of professional institute 2010-13

Bachelor Of Arts (B.A.), Psychology

Activities and Societies: Radio DJ at Radio Active // Event Promoter // Radio Subscriber Card manager Bachelor of Arts in Psychology.

FAQ

Frequently asked questions about Stephen Upton

Quick answers generated from the profile data available on this page.

What is Stephen Upton's role at their current company?

Stephen Upton is listed as Chief Operating Officer at Kernel / Chairman at Touch New Zealand.

What is Stephen Upton's email address?

AeroLeads has found 1 work email signal at @nzx.com for Stephen Upton.

Where is Stephen Upton based?

Stephen Upton is based in Auckland, Auckland, New Zealand.

What companies has Stephen Upton worked for?

Stephen Upton has worked for Nzx Limited, Ubs, Niab, University Of Cambridge, and Swiss Touch Association.

How can I contact Stephen Upton?

You can use AeroLeads to view verified contact signals for Stephen Upton, including work email, phone, and LinkedIn data when available.

What schools did Stephen Upton attend?

Stephen Upton holds Master Of Business Administration (Mba) from University Of Cambridge.

What skills is Stephen Upton known for?

Stephen Upton is listed with skills including Strategy, Marketing, Marketing Strategy, Strategic Planning, Project Management, Business Strategy, Negotiation, and Change Management.

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