It goes to the heart of a supervisor’s duty to remain absolutely independent so that it is free to make unbiased and impartial decisions for the benefit of investors and others for whom it acts. Trustees Executors established a Corporate Trustee Services division (formerly Corporate Trust) in 1972 and, with its own independent CTS Board Members, provides confidentiality of service and independence of action to its corporate clients.
John has been a qualified chartered accountant since 1976 working in public practice in United Kingdom, USA and New Zealand. This experience included 24 years as a partner with PricewaterhouseCoopers in New Zealand, including roles as head of the New Zealand assurance practice and Wellington managing partner. He specialises in financial services with focus towards risk management, banking and funds management. Since 2010, John has held a number of governance roles across the public and private sector within New Zealand.
Board Member, CTS
Philip is a Chartered Accountant with audit experience in New Zealand and overseas, he is a Chartered Company Secretary, Investment Professional and former head of research for a major investment advisory firm. Philip is also a business mentor and consultant in New Zealand and overseas, and former General Manager of Corporate Trustee Services with extensive experience in the trustee and supervisory industry.
Board Member, CTS
Ian is a qualified barrister and solicitor of the High Court of New Zealand (1981-2018), working in public practice in the commercial area of banking, securities law and regulatory compliance in New Zealand and the United Kingdom, including roles as Head of the Corporate Trust and Compliance practice of Buddle Findlay Lawyers, New Zealand. He has a particular specialisation in financial services with focus on capital markets debt raising, trustee and supervisor compliance obligations, administration requirements of public securities appointments and the trustee industry generally.