Our commitment is to ensure your long-term financial success through one-on-one service and an enduring relationship built on trust.
For more information about any of our services or to arrange a complimentary consultation, please contact a Private Wealth Adviser on 0800 809 962 or email email@example.com
Investment Committee Chairman
Rob has been with Trustees Executors since 2006 when he was appointed as Acting CFO. Rob was appointed Executive Director in December 2012 and was appointed to the Board in May 2013. Prior to joining Trustees Executors he held senior positions in various large New Zealand Corporate companies. Rob is responsible for the strategic, operational and financial management of the Company.
Investment Committee Independent
Jonathan is an actuary and asset consultant who has worked in private practice for over 30 years. He has advised the New Zealand and Russian Governments on superannuation and investment matters. In 2002 he advised the Russian Ministry of Economic Development and Trade on investment aspects of their pension reforms. In 2004 he conducted the first independent review of the Guardians of New Zealand Superannuation for the Treasury.
He is past chair of Workplace Savings (the sister organisation to ASFA) and a past President of the NZ Society of Actuaries. Jonathan was an independent Trustee for the Shell New Zealand Pension Fund for seven years and a non-executive Director of Tainui Group Holdings for six years. He advises a number of Iwi funds, University Endowments, Sovereign Wealth Funds, Charitable Trusts and corporates on investment and superannuation matters.
Retail Client Services Manager & Authorised Financial Adviser
Megan has over 30 years’ experience in financial services, with a background in investments and Private Banking. Megan is an Authorised Financial Adviser (AFA) and holds relevant tertiary qualifications including an MBA.
Investment Services Manager
Mike has been with Trustees since 2014, and has led the investment team for the past two years. He and his team are responsible for managing the company’s Group Investment Funds and making investment recommendations for Private Client Portfolios. Mike has 10 years of experience in finance and investments including corporate finance and valuation roles at Ernst & Young and Contact Energy, and two years in London where he worked for a global private equity fund.
Fraser joined Trustees Executors in early 2015 and is responsible for researching equity investment opportunities in New Zealand and Australia, and for managing the Australasian Equity and Property Investment Funds. Fraser has more than eight years of finance industry experience. Fraser joined Trustees after spending two years in the UK, where he worked as a business analyst for American Express. Prior to this, Fraser spent five years at Forsyth Barr as an Investment Analyst within the research team, with a particular focus on the building, property and tourism sectors.
Investment & Financial Planning Analyst
Scott joined Trustees Executors in January 2016. His areas of focus are fixed income and foreign exchange hedging. Scott also provides support for our advisers through drafting investment proposals and portfolio reviews for our private clients. Prior to joining Trustees, Scott worked for Foodstuffs North Island in a corporate finance role.