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Pie Funds Broker Review

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Pie Funds Review 1

Latest All(1) Exposure(1)
Exposure
Fuxinhengfu platform documented Hairui LIu’s trading in DAX and manipulated his account parameter.

Abstract:How to do with Fuxinhengfu platform’s documenting Hairui LIu’s trading in DAX,which brought about the profits at first and then losses,and no access to the withdrawal?Can this fraud platform ensure the fund security by transferring it into private account to trade DAX? Fuxinhengfu fraud platform which pretends to take shareholders to trade,while manipulates their account parameter to control their profits and losses.Hairui LIu and Chenzu of the platform organized a group to cheat shareholders by guding them to trade A50,DAX,etc.Is Fuxinghengfu regular? How to do with the losses caused by Hairui Liu’s guidance on A50 index trade in “King Celebrity” broadcasting room?Is it legit to trade gold index in domestic?How to do with losses of trading gold index?When you are so trapped in financial scams without knowing the truth, do you still think that your losses are all because of the market?How to take the loss back or recover it caused by deliberate order recommendation given by teachers? How to take the money back if being cheated by the fraud platform? Reveal of illegal trading in Fuxinhengfu Exposed platform:Fuxinhengfu Teacher:Hairui Liu,Chen jun,Zhang li,Zhao Qiang and Wen jia(assistant) Products:DAX,CSI 300IF, AU gold,SC crude oil and A50 Instruction group:The Lius’ group Broadcasting room:King Celebrity

程婕维权
2019-09-06

  

Pie Funds 2025 Review: Everything You Need to Know

  

Executive Summary

  Pie Funds is a New Zealand-based investment management company licensed by the Financial Markets Authority to provide financial advice and fund management services. This comprehensive Pie Funds review reveals a firm that primarily caters to high-net-worth individuals and institutional investors through its diversified range of investment funds. The company operates with a unique global approach. It maintains investment teams across Auckland, Sydney, London, and Hawke's Bay, which allows them to leverage local knowledge while accessing international markets.

  Key highlights of this financial services provider include exceptional client support services. The firm also has a minimum investment threshold of $500,000 for their Chairman's Fund, which significantly limits accessibility for retail investors. The firm offers various investment vehicles including Fixed Income Funds, Property & Infrastructure Funds, and growth-oriented portfolios. Pie Funds has demonstrated credibility through industry recognition. This includes being a finalist for the INFINZ Fund Manager of the Year award in 2016 and achieving Master of Growth status in the Deloitte Fast 50 rankings for 2018 and 2019. This Pie Funds review positions the company as a specialized wealth management service best suited for sophisticated investors seeking professionally managed, diversified investment solutions.

  

Important Notice

  This review focuses on Pie Funds Management Limited, which operates primarily in New Zealand under FMA licensing. While the company maintains a global investment approach with teams distributed across multiple countries including Australia and the United Kingdom, the regulatory framework and service offerings discussed pertain specifically to their New Zealand operations.

  The analysis presented in this evaluation is based on publicly available information, regulatory filings, and client feedback gathered from various sources. Potential investors should conduct their own due diligence and consider consulting with financial advisors before making investment decisions.

  

Rating Overview

Category Score Rating
Account Conditions 5/10 Below Average
Tools and Resources 7/10 Good
Customer Service and Support 9/10 Excellent
Trading Experience 6/10 Average
Trust and Reliability 8/10 Very Good
User Experience 6/10 Average

  

Broker Overview

  Pie Funds Management Limited represents a distinctive approach to investment management. It combines local expertise with global market access. The company operates under the Financial Markets Authority license in New Zealand, providing investment management services through their Pie Funds Management Scheme and Pie KiwiSaver Scheme. Their business model centers on offering professionally managed investment funds across various asset classes, with particular emphasis on long-term capital growth strategies.

  The firm's organizational structure reflects their "local but global" philosophy. Investment teams are strategically positioned in Auckland, Sydney, London, and Hawke's Bay. This geographical distribution enables them to maintain close proximity to different markets while leveraging regional expertise and market knowledge. According to company materials, this approach allows them to understand the importance of local knowledge and the role people play in driving performance. They recognize that the skill, experience, passion, and ability of business leaders can make significant differences in investment outcomes.

  Pie Funds offers several investment vehicles including Growth Funds, Fixed Income Funds, and Property & Infrastructure Funds. Their Growth Fund has achieved a 6.91% annualized return since inception, while the Growth 2 Fund has delivered 4.76% annualized returns since inception. The company operates as a Portfolio Investment Entity, which allows investors to pool their funds and invest in a diversified portfolio of assets. This helps to reduce overall investment risk through diversification strategies.

  

Detailed Information

  Regulatory Status: Pie Funds Management Limited operates under licensing from New Zealand's Financial Markets Authority. This ensures compliance with local financial regulations and investor protection standards. This regulatory oversight provides a foundation for trust and operational transparency.

  Deposit and Withdrawal Methods: Specific information regarding deposit and withdrawal methods was not detailed in available materials. However, the company does provide internet banking details for fund investments, including account number 02-0500-0926889-00 under Trustees Executors Limited as Supervisor.

  Minimum Investment Requirements: The Chairman's Fund requires a substantial minimum investment of $500,000. This positions it clearly in the high-net-worth investor category. Other fund options may have different minimum requirements, though specific amounts for alternative funds were not specified in available documentation.

  Promotional Offers: Available materials did not indicate any specific bonus promotions or introductory offers for new investors. This suggests the company focuses on long-term investment relationships rather than promotional incentives.

  Available Investment Assets: Pie Funds provides access to Fixed Income Funds, Property & Infrastructure Funds, and various growth-oriented investment vehicles. The funds invest predominantly in listed international smaller companies, international managed funds, and other products issued by Pie Funds. This offers diversified exposure across multiple asset classes and geographical regions.

  Fee Structure: The company charges fees for personalized advice from their financial advisers. These fees are comprised of a monthly fee directly correlated to the amount of funds under advice, plus a fee to access their dedicated wealth platform. Specific fee percentages and detailed cost structures were not provided in available materials.

  Leverage Options: Information regarding leverage ratios or margin trading capabilities was not specified in available documentation. This suggests the focus is on traditional fund management rather than leveraged trading products.

  Platform Technology: Specific details about trading platforms or proprietary technology systems were not mentioned in available materials. This indicates the service model centers on professional fund management rather than self-directed trading platforms.

  This Pie Funds review indicates a service model focused on professional investment management rather than traditional retail trading services. This aligns with their high minimum investment requirements and institutional focus.

  

Detailed Rating Analysis

  

Account Conditions Analysis (5/10)

  The account conditions at Pie Funds present a mixed picture that significantly favors institutional and high-net-worth investors while creating barriers for retail participants. The most notable limitation is the Chairman's Fund minimum investment requirement of $500,000. This immediately excludes the vast majority of individual investors from accessing their premium investment vehicle. This threshold is substantially higher than industry standards for most retail-focused investment platforms.

  Available account types appear limited based on publicly available information. The Chairman's Fund is the most prominently featured option alongside Fixed Income Funds and Property & Infrastructure Funds. The company operates through the Pie Funds Management Scheme and Pie KiwiSaver Scheme, suggesting a structured approach to fund management rather than flexible account configurations.

  The account opening process involves identity verification through Cloudcheck, an external electronic verification service. It also requires proof of source of wealth for substantial investments. While this demonstrates compliance with anti-money laundering regulations, it adds complexity to the onboarding process compared to simpler retail investment platforms.

  Special account features such as Islamic-compliant options or specific tax-advantaged structures beyond the standard Portfolio Investment Entity framework were not detailed in available materials. The PIE structure does provide tax advantages for New Zealand investors. It allows for potentially lower tax rates depending on individual circumstances.

  This Pie Funds review reveals that while the account conditions ensure professional management and regulatory compliance, the high barriers to entry and limited flexibility make it less accessible for average investors seeking diversified investment options.

  

Tools and Resources Analysis (7/10)

  Pie Funds demonstrates solid capabilities in investment tools and resources. This is particularly evident through their diversified fund offerings and global investment approach. The company provides access to multiple asset classes including Fixed Income Funds, Property & Infrastructure Funds, and growth-oriented portfolios. This allows investors to achieve diversification across different market segments and geographical regions.

  Their investment philosophy emphasizes long-term performance through a global investment team focused on sustained capital growth over periods exceeding five years. The Growth Fund has achieved a 6.91% annualized return since inception. Meanwhile, the Growth 2 Fund has delivered 4.76% annualized returns, demonstrating consistent performance tracking and transparent reporting of investment outcomes.

  The company's geographical distribution of investment teams across Auckland, Sydney, London, and Hawke's Bay represents a significant resource advantage. This provides local market insights and expertise across multiple time zones and economic regions. This structure enables them to monitor global markets continuously and make informed investment decisions based on regional expertise.

  However, available materials did not detail specific research and analysis resources provided to investors. These might include market reports, economic analysis, or investment research publications. Similarly, educational resources for investors were not prominently featured in available documentation, suggesting the service model assumes a sophisticated investor base that may not require extensive educational support.

  Automated trading support and algorithmic investment strategies were not mentioned in available materials. This indicates a focus on traditional active fund management rather than technology-driven investment approaches. The Portfolio Investment Entity structure allows for professional management of diversified portfolios. However, specific details about proprietary investment tools or analytical platforms were not provided.

  

Customer Service and Support Analysis (9/10)

  Customer service represents one of Pie Funds' strongest attributes. It earns high praise from clients who appreciate the company's comprehensive communication approach and professional support capabilities. According to client testimonials, "I appreciate their various channels of communication and the client support is incredible." This highlights the multi-faceted approach to client relationship management.

  The company maintains dedicated client services teams that, while unable to provide direct financial advice, can refer clients to qualified financial advisers based on individual circumstances. They also provide informational resources to help clients make informed investment decisions. This structured approach ensures appropriate expertise is matched to client needs while maintaining regulatory compliance.

  Communication channels appear diverse and accessible. However, specific details about available contact methods, response times, and service hours were not detailed in available materials. The company's global presence across multiple offices suggests potential for extended service hours and international accessibility. This was not explicitly confirmed though.

  The quality of service appears consistently professional. The client services team is led by experienced professionals including Head of Wealth James Paterson and Investor Support Team Leader Mandy Fox, who holds BA HONS and HDE qualifications. This leadership structure suggests a commitment to maintaining high service standards and professional expertise.

  However, specific information about multilingual support capabilities, detailed response time commitments, or 24/7 availability was not provided in available materials. The company's focus on high-net-worth clients suggests personalized service levels. Quantitative service metrics were not publicly available for evaluation though.

  The overall client feedback indicates strong satisfaction with support quality, particularly regarding communication effectiveness and problem-solving capabilities. This positions customer service as a significant competitive advantage for Pie Funds.

  

Trading Experience Analysis (6/10)

  The trading experience at Pie Funds differs significantly from traditional retail trading platforms. It focuses on professional fund management rather than direct market access or self-directed trading capabilities. This approach suits their target market of institutional and high-net-worth investors who prefer professional management over active trading.

  Platform stability and execution quality cannot be assessed through traditional trading metrics since the service model centers on fund management rather than direct market execution. Investors participate through fund subscriptions and redemptions rather than individual trade execution. This eliminates concerns about slippage, requotes, or order execution speed that typically affect retail trading platforms.

  The investment process involves selecting appropriate funds based on investment objectives and risk tolerance. Professional portfolio managers handle actual market transactions. This structure provides consistent execution quality through institutional-grade market access but removes direct control over individual investment decisions and timing.

  Mobile trading capabilities and real-time market access were not detailed in available materials. This suggests the service model emphasizes long-term investment relationships over active trading functionality. The PIE structure and fund management approach indicate quarterly or periodic reporting rather than real-time portfolio monitoring.

  Liquidity and redemption processes involve standard fund management procedures. However, specific timeframes for fund entry and exit were not detailed in available documentation. The company provides internet banking details for investments, suggesting streamlined deposit processes. Withdrawal procedures and timeframes require further clarification though.

  This Pie Funds review indicates that while the trading experience may lack the immediacy and control of retail trading platforms, it provides professional execution quality and institutional-grade market access appropriate for long-term investment strategies.

  

Trust and Reliability Analysis (8/10)

  Pie Funds demonstrates strong credibility through comprehensive regulatory oversight and industry recognition that validates their professional capabilities and operational integrity. The company operates under licensing from New Zealand's Financial Markets Authority. This ensures compliance with stringent financial regulations and investor protection standards that govern fund management activities.

  Industry recognition provides additional validation of their professional capabilities. This includes finalist status for the INFINZ Fund Manager of the Year award in 2016 and consecutive Master of Growth rankings in the Deloitte Fast 50 for 2018 and 2019. These achievements demonstrate sustained performance and industry peer recognition over multiple years.

  The company's regulatory structure includes oversight by Trustees Executors Limited as Supervisor for the Pie Funds Management Scheme. This provides additional institutional oversight and investor protection beyond direct regulatory supervision. This dual-layer protection enhances investor security and operational transparency.

  However, specific information about fund segregation, investor compensation schemes, or detailed risk management procedures was not provided in available materials. While the PIE structure and FMA licensing provide foundational protections, additional details about specific investor safeguards would strengthen the trust assessment.

  The company's transparency regarding fund performance, with publicly available annualized return data for their Growth Fund and Growth 2 Fund, demonstrates commitment to performance disclosure and investor transparency. This openness about both positive performance metrics and the long-term nature of their investment approach indicates honest communication practices.

  No significant negative events or regulatory actions were identified in available materials. This suggests consistent compliance and professional operations. The company's established presence and industry recognition over multiple years indicate operational stability and sustained professional standards.

  

User Experience Analysis (6/10)

  User experience at Pie Funds reflects their focus on high-net-worth and institutional investors. Service delivery emphasizes personalized professional relationships over streamlined digital interfaces. Client feedback indicates strong satisfaction with communication quality and support responsiveness, particularly appreciating the multiple communication channels and exceptional client support capabilities.

  The overall user satisfaction appears positive based on available testimonials. Clients specifically highlight the quality of communication and support services. However, the limited availability of detailed user feedback suggests either a smaller client base or less emphasis on public review collection compared to retail-focused platforms.

  Interface design and digital user experience details were not provided in available materials. This indicates that the service model may rely more heavily on personal relationship management and traditional communication methods rather than sophisticated digital platforms. This approach aligns with their institutional focus but may limit accessibility for users expecting modern digital experiences.

  Registration and verification processes involve identity verification through Cloudcheck and proof of source of wealth requirements. These ensure compliance but add complexity compared to simpler retail investment platforms. The high minimum investment requirements naturally limit the user base to sophisticated investors who likely expect personalized service over streamlined digital onboarding.

  Fund operation experiences, including deposit and withdrawal procedures, were not detailed in available materials beyond basic internet banking information for investments. The timeline for fund subscriptions, redemptions, and reporting cycles would significantly impact user experience but require clarification.

  Common user complaints or areas for improvement were not identified in available materials. This could reflect either strong service delivery or limited public feedback collection though. The institutional focus suggests that user experience priorities may emphasize relationship quality and professional service over digital convenience features.

  The user profile best suited to Pie Funds includes high-net-worth individuals and institutional investors who value professional fund management and personalized service over self-directed trading capabilities and digital platform features.

  

Conclusion

  This comprehensive Pie Funds review reveals a specialized investment management company that serves a distinct niche in the New Zealand financial services market. The firm demonstrates particular strength in client service and professional fund management, backed by solid regulatory oversight and industry recognition. Their global investment approach, combining local expertise with international market access, provides a unique value proposition for sophisticated investors.

  Pie Funds is best suited for high-net-worth individuals and institutional investors who prioritize professional fund management over self-directed trading capabilities. The substantial minimum investment requirements, particularly the $500,000 threshold for the Chairman's Fund, clearly position this service for affluent clients seeking diversified, professionally managed investment solutions.

  The primary advantages include exceptional customer support, regulatory compliance, proven fund performance, and access to diversified investment strategies managed by experienced professionals. However, the high investment barriers, limited accessibility for retail investors, and lack of detailed information about digital platform capabilities represent notable limitations for broader market appeal.

  Overall, Pie Funds operates as a credible and professional investment management service that delivers value within its specialized market segment. It may not suit investors seeking lower minimum investments or more hands-on trading experiences though.

Pie Funds review