We exist to make your life easier, and to give you the peace of mind that you’re on the right path to success.
If you’re an individual or family, you want to build private wealth and have your affairs in order so you can ensure those you care about are secure and provided for in the future. That means getting the right investment advice and asset protection strategies onboard to make your plans achievable.
If you’re a corporate, it’s important to work with a technology-driven partner that will help your business grow, ensure you have the right governance and oversight to protect your customers’ interests whilst giving them access to the best experiences when investing and managing their portfolios. We now oversee the fund administration and supervision of client investment assets in excess of $270 billion.
If you’re a charity, you’ll need access to an experienced trustee and partner, who can help structure your approach to strategic giving and provide the investment expertise required to bring your long-term vision to life.
You can trust Trustees Executors with your future. We’ve been here for over 140 years and we’ll continue to be here when you need us.
If you're looking to create a legacy and protect wealth for yourself, your family and future generations, we can help you with
If you're looking for personal, professional, tailored investment advice and portfolio management, we can help you with
If you're looking for an independent licensed supervisor to provide guidance and oversight of your operation or outsourced back office investment administration services, we can help you with
If you're a professional or small business looking for specialist and independent trusteeship, investment or estate planning services to assist your clients, we can help
Whether you're looking for a grant from one of the charitable trusts we administer, or need a professional trustee to manage your charitable entity or investment portfolio, we can help
We provide the opportunity for individuals, families and companies to pool their generosity together to deliver long lasting support for a range of charitable causes and those close to their hearts.
Where you turn for advice is one of the most important decisions you’ll make.
Trust Trustees Executors and be confident about your financial future.