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.
Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, we provide expert advice, investment plans and tailored portfolio management to help you achieve your goals.
Value is all about achieving what’s important to you. Trustees Private Wealth financial advisers understand that your investment portfolio is part of your wider life planning. Money (or cashflow) is an important aspect of such planning but it also goes beyond that – your trusted adviser should always understand your values. Your values will drive your choices and that’s where the benefit of having an adviser walk beside you and develop that deeper knowledge of “you” can successfully translate into meeting your life plans.
You can expect us to provide value in the form of:
01
Meet for a complimentary consultation
02
Establish your current situation and goals
03
Create an investment proposal
04
Implement the portfolio
05
Review and monitor the portfolio and performance
You may be cautious, adventurous or a mixture of both – so we focus on creating portfolios that will not only achieve your objectives, but take into account your personal preferences, making sure we maximise returns within your agreed level of risk.
Our job is to ensure your money is consistently working for you through the right types of investments that allow you to enjoy the growth of your investments whilst also retaining the benefits of liquidity.
Our Private Wealth advisers work alongside an expert in-house investment team who are there to ensure your investment strategy is well researched, flexible and implemented successfully.
The investment team is overseen by the Trustees Executors’ Investment Committee, comprising of highly experienced investment professionals and financial services experts with independent representation for that extra layer of governance and oversight.
We have academically proven beliefs that are used to create your investment plan and ultimately your investment portfolio.
Our starting point is that you should be well diversified across types of assets and geographically. However, if circumstances require otherwise, we can tailor portfolios in a less diversified way.
Trustees Executors is not owned by a bank, insurance company or funds management company. This frees us up to look widely, including globally, in an unbiased way for assets that we feel will work well for you. We do not have any tied arrangements or quotas with providers. Should there be any potential conflicts of interest we will disclose these to you.
Our investment strategies are based on high-quality research combined with disciplined decision-making that is grounded in our experience as professional investors. Our team of investment experts, overseen by a specialist Investment Committee, draw on research and market information from many sources before putting assets into a portfolio. These efforts can include, but are not limited to, interviews with asset providers and managers, evaluating research reports, interviewing and attending presentations by market participants such as fund managers, brokerage houses, asset allocation consultants and fund researchers.
And it’s not just a ‘set and forget’. All assets are under regular review to ensure performance is up to expectation and if not we will replace them. However, we are not a share broker and do not trade client portfolios to generate revenue.
With the growing awareness of investing ethically many of our investors are seeking to adopt these philosophies through our Socially Responsible Investment Portfolios (SRI). Our investment services team specialise in this ever-evolving market.
Our goal in implementing and managing SRI portfolios is to allow you to pursue your sustainability goals without giving up a sound investment framework. Our SRI portfolios are consistent with our standard portfolio in that they are globally diversified, low cost and based on academically backed investment strategies.
In addition to these characteristics an SRI portfolio features:
Ethical investing doesn’t have to be expensive. By selecting fund managers with varying degrees of sustainability we are able create a portfolio which excludes the most controversial industries, integrates an ESG process where it is efficient to do so, and includes several funds which target lower fossil fuel emissions.
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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