Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
With five decades of experience, we have established one of the largest Corporate Trustee teams in the business. This has allowed us to set the standard for excellence by providing second-to-none customer service, and become the market leader for supervisor and trustee services of corporate financial market participants.
Our Trustees Corporate Supervision team is made up of experienced professionals who provide oversight for organisations seeking funds from retail investors. As supervisors, we provide a watchful eye over the supervised entity to ensure our clients perform their duties and obligations within requirements set by legislation and the documents governing their offer, such as the trust deed.
Trustees Corporate Supervision is part of Trustees Executors and operates separately with an independent board.
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We 'get' risk, with an acute appreciation of the importance our clients place in sound governance and oversight at all business levels.
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A clear ownership structure affords us great fiscal strength and provides significant comfort to our clients.
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Robust governance starting at board level and integrated across our entire organisation, uniquely complemented by corporate trustee expertise.
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Stability and continuity. We've been here for over 140 years and will continue to be here for our clients, adapting to changing times and evolving customer needs.
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We have one of the most experienced and knowledgeable corporate trustee teams available in the New Zealand marketplace.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.