Generate Welcomes Greg Smith As Investment Specialist
Greg brings significant experience from his previous role as Head of Retail at Devon Funds Management, where he engaged with financial advisers and retail clients to expand the companys reach across various platforms.
Generate is delighted to announce that Greg Smith will be joining its growing team as Investment Specialist from 1 September 2025.
In this newly created position, Greg will act as the bridge between our investment team and external audiences, ensuring the smooth communication of our investment strategies to advisers, media, clients, and the broader public. His focus will be on simplifying what can be hard-to-understand investment concepts and elevating Generate's market profile through accessible educational content.
Greg brings significant experience from his previous role as Head of Retail at Devon Funds Management, where he engaged with financial advisers and retail clients to expand the company's reach across various platforms.
Greg has been prominent in the business media for the past 20 years. He is a well-recognised market commentator, regularly appearing as a speaker on Newstalk ZB, the NBR, TVNZ, and contributing to market-related content across The New Zealand Herald, Stuff, and other media platforms.
Previous to Devon, he was the head of research at the Australian-based funds management and market research business Fat Prophets. Prior to his time there, Smith was a global investments operations manager at Mellon Global Investments in London. He is a CFA Charter holder as well as a qualified chartered accountant.
'At Generate, we are committed to making our investment expertise more accessible to all,' said Sam Goldwater, Generate Chief Investment Officer. 'This role ensures that our investment team's insights are effectively communicated to our clients and the broader market. We are thrilled to have Greg on board, as his experience and ability to communicate our investment strategies into clear, engaging content will be invaluable in helping us further educate and connect with investors.'
About Generate:
Generate is an award-winning New Zealand-owned KiwiSaver and wealth manager, with an exceptional long-term track record of fund returns. For the fourth year running Generate has been awarded the prestigious Consumer NZ 'People's Choice for KiwiSaver'. Generate has a strong focus on educating and empowering its customers and has over 82% of members' KiwiSaver funds in growth funds versus the market average of 47%. It currently manages ~$7.7bn on behalf of 172,000 customers.
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