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.
Feb 28, 2021
We're open for business but operating a little differently
Following the recent Government announcement that it's COVID-19 response will move to Alert Level 3 in Auckland and Level 2 for the rest of New Zealand, we want to provide you with an update on our business operations.
Client Meetings
Our Auckland team are currently working remotely and will be providing our services via phone and video technology. For an appointment please contact your adviser or call us on 0800 002 478.
Although our doors will be open in our offices in Level 2, our preference is to conduct all our meetings via phone and video technology at this time. Where there is a compelling need to meet face-to-face, please call ahead to arrange a meeting and our people with take you through our guidelines and pre-checks before meeting with you. All our offices are equipped with a QR code for the COVID tracer app at all entrance points.
All of our team remain committed to you and are available to support you through the COVID-19 alert levels and beyond. We will keep you updated if there are any further changes to how we will be operating over the coming days. In the meantime, please continue to reach out to us by phone or email if we can be of assistance.
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.