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    with Wills and EPAS.
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    Management Services
  • Helping Families Plan Their Financial Futures,
    For Over 134 Years.
Investment Services Team

The Trustees Executors Ltd (TEL) Investment Services Team is responsible for managing more than $300m of funds under management (FUM) that our clients have entrusted with us. The team’s focus is on providing investors with portfolios that will meet their investment objectives, whilst actively managing risk. The Team is overseen by the TEL Investment Committee, a team comprising highly experienced investment professionals and financial services experts with independent representation for that extra layer of governance & oversight.

When making investment selections we use a combination of quantitative, macro-economic and fundamental research. We also leverage off a wide variety of leading brokers and research providers for insight across NZ, Australian and International Markets. Our independence allows us to use external managers when they are deemed to provide a more complete, suitable or cost effective exposure than we could do ourselves, particularly in international and emerging markets & any niche areas that we require exposure. We also use a combination of active & passive approaches to gain the most efficient entry & exposure to markets with liquidity risk a major selection consideration.

The Investment Services Team is responsible for managing the TEL Group Investment Funds (GIFs) which are Portfolio Investment Entity (PIE) funds that were established to efficiently manage the assets of Trust clients in accordance with the Trustee Companies Act 1967. The Funds cover all major asset classes – cash; fixed income; equities (Australasian and International); and listed property - with an investor’s exposure to each of the Funds dependent on their risk appetite and capacity. The Funds are managed with the overarching theme of maximizing returns while preserving capital. Details are available on request & disclosure documents are also available from our team of advisers on request free of charge.

The Team also manages TEL’s private client portfolios under our Discretionary Investment Management Services (DIMs) licence. The majority of these clients are invested in a range of ‘Model Portfolios’ consistent with each client’s individually assessed risk profile. The Model Portfolios include a combination of our selected Managers and direct securities to provide optimised portfolios for our clients. The portfolios are continuously monitored and rebalanced (minimum quarterly) or adjusted when required, with material changes reviewed and confirmed by the TEL Investment Committee. For those clients with specific objectives which are not met by our Model Portfolio offering an ‘individually managed account’ alternative is available.

As these investments may respond to market movements and/or factors that impact individual companies, there are no guarantees of performance. The value of your investment may fall as well as rise.

+ Meet our Private Wealth Investment Committee Members

Our independence allows us to use external managers when they are deemed to provide a more complete, suitable or cost effective exposure than we could do ourselves, particularly in international and emerging markets & any niche areas that we require exposure..."