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 has a rich history of providing New Zealanders with trustee services for over 140 years. Today, we serve over 800,000 client accounts, holding billions of dollars' worth of funds. Our success is built on our purpose and our core values.
We are proud of our exceptionally talented people and continue to recruit for people across our locations Auckland, Tauranga, Wellington, Christchurch, and Dunedin. So, if you feel you want to make a positive difference in the financial and investment sector, and work for a small company with a great culture, create your future with Trustees Executors.
For information on current vacancies please visit Seek and search Trustees Executors, or contact our People & Culture team.
People are at the centre of everything we do, and that is why at Trustees Executors we offer wide range of benefits for our staff. Here is some of the incredible benefits our staff receive and have access to:
We know that professional and personal development is continuous, so at Trustees Executors we support our staff to continue learning through our tertiary study assistance, in-house training courses, leadership development training and other learning and development opportunities such as project work and secondments. Many of our people progress through different roles across the organisation and we encourage this.
At Trustees Executors we understand that flexibility and work-life support are key drivers for happy, engaged, and productive staff. We offer hybrid working options with up to two days working from home.
Working at Trustees Executors has many benefits, including Christmas closure breaks for most of our staff. Many of our people enjoy the opportunity to relax and rejuvenate each year with a two-week closure period to enjoy time with their family and friends. Alongside the Christmas closure period, we offer five-week's annual leave for all permanent employees, and you can accrue your unused sick leave to up to 60 days.
We understand that from time-to-time challenges arise in our lives where support may be needed through counselling. We offer an Employee Assistance Programme through Vitae for our people. Alongside EAP we have mental health first aiders across our locations for our people.
We know you that when you feel great you bring the best of yourself to work. We provide the opportunity for our staff and their family to join Southern Cross Healthcare with our discounted health insurance plan.
All permanent New Zealand employees at Trustees Executors who work a minimum of 15 hours per week are automatically covered by our Life and Income Protection Insurance through Asteron Life. On top of life insurance is access to expert medical advice for staff and some family members, to access Best Doctors virtual medical advice services. This includes GP consults, expert medical opinions, and for those over the age of 18 years access to mental health navigators.
Giving back to our communities is a focus at Trustees Executors, and each year our staff are provided with an annual paid Community Volunteer Day, allowing our people to make a difference to their community or organisation of their choice.
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.
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