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.
Trustees Executors plays a vital role in working with people to protect their assets for a successful future for their families. This is our purpose and the reason we are here.
The trust that our clients, communities and our people place in us and our high standards of ethical behaviour are fundamental to everything we do.
Our Code of Conduct defines how we conduct our business and holds us accountable to always "Do the Right Thing". It sets out the standards expected of everyone who works in our organisation, from our values and behaviours to key policies and guidelines to help our people in the decision making process. It also provides a roadmap on what to do if our people are faced with difficult situations and encourages them to speak up if they feel things aren't right or find themselves in a situation inconsistent with our values and behaviours.
Committing to these principles means that at Trustees Executors we all work together, encourage collaboration and act with integrity, always.
Closely aligned to our Code of Conduct is our Client Charter which is built around a core purpose - being a trusted partner and adviser that works for you, and with you, the customer.
We recognise that we are here for our clients, and work to facilitate their success to the best of our ability. This client-oriented approach is critical to our long-term success. Maintaining this focus as a guide ultimately makes us as effective as possible for our clients, and thereby serves to drive and maintain our own success as a market leader.
The Charter is ultimately both a guide for us, and also a document to which our clients will hold us accountable. It is our promise and commitment that we listen, we care, and we are here to deliver an exceptional level of service. We will apply our focus, expertise, and the latest technologies to facilitate our clients' success.
If you’d like to learn more about our services, our Code of Conduct, or our Charter, please don’t hesitate to get in touch with us.
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.
Copyright © 2024 Trustees Executors Limited – All Rights Reserved. No information or material can be copied or distributed without our express permission.