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.
Mar 4, 2020
This week the Government announced new changes to KiwiSaver default providers. From 1 July 2021 default KiwiSaver providers will be required to shift members’ funds from conservative to balanced investment profiles and exclude investments in fossil fuel and illegal weapons.
The announcement came after a Government review of the settings for default KiwiSaver providers ahead of a procurement process to appoint the new default providers later this year.
So what are the key changes?
Whilst some of these changes will come as a surprise to some in the industry, the changes reinforce the Government’s desire to make members better off with greater returns over time and reflects their commitment to addressing climate change. The financial markets including fund managers in New Zealand have in general struggled to recognise not only the risk but also the opportunity that arises from climate change but announcements like this alongside other sustainable finance initiatives show the importance of changing their approach now.
You may also be one of the many KiwiSaver members still sitting in a default provider's conservative fund – that is the fund that contributions went into if you didn’t make a choice before or after your KiwiSaver started – so now is a good opportunity to review your portfolio and see whether you’re making the most out of your retirement nest egg.
No matter what fund you are in, it’s important to regularly review your investment to make sure it’s the right type for you. If you wish to discuss your KiwiSaver investment or talk about these recent changes with a Trustees Executors Private Wealth Adviser, please contact us on [email protected] or call 0800 768 029.
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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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