• Innovative, solution focused and
    responsive to your specific needs
  • Supporting you to meet you
    regulatory requirements
  • NZ market specialists with
    a global reach
  • Providing services to more than
    700,000 KiwiSaver members
Get in touch with our Client Relationship Team Today

Our Client Relationship Teams are based in our Wellington office at:
Level 5, 10 Customhouse Quay
PO Box 10-519
Wellington 6143

 

If you have any questions or would like to discuss a solution for your needs please contact call 0800 878 783 or email enquiries@trustees.co.nz

Client Relationship Team
Robert Lockhead - Client Relationship Manager

Robert Lochhead
Client Relationship Manager

Robert has been with Trustees Executors since October 2017 in his role as Client Relationship Manager. Robert has more than 30 years’ experience in the financial services sector with over half of this working in wealth management. Robert has held management roles in wrap registry, advisory middle office and the last 10 years as an Authorised Financial Adviser. This gives him broad experience in the funds management industry to draw upon for our clients to deliver their services.

 

Ben Pitt  - Client Relationship Manager

Ben Pitt 
Client Relationship Manager

Ben joined the client services team at Trustees Executors in 2018 and brings with him over 15 years of client service experience within financial services in London, predominantly within wealth management and investing banking. His experience of relationship management within both the retail and corporate sectors enables Ben to obtain a good understanding of the varied requirements of Trustees clients and to work with them most effectively to support their businesses.