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.
Oct 28, 2021
New Zealand’s future focused trustee company drives innovation, such as “Plug and Play your way” interactive capabilities, through seamless integration and exchange of data across the business.
MuleSoft, provider of the world’s #1 integration and API platform, today announced that New Zealand’s longest-serving trustee company, Trustees Executors Limited, has partnered with MuleSoft to deliver new customer experiences and more efficient communications among its employees, clients and stakeholders.
Becoming a data-driven organisation
Celebrating 140 years of delivering trustee, fiduciary, corporate and fund services in New Zealand, Trustees Executors aims to continue revolutionising how it services its clients by transforming into a data-driven organisation.
With MuleSoft, in collaboration with Davanti, Trustees Executors is able to unlock data and integrate siloed apps and systems to deliver its TE Connect Solution. TE Connect facilitates real-time data transfer between the business, customers and key external stakeholders, allowing customers to co-create solutions and shape their own experiences while optimising business efficiencies.
Driving personalised and secure experiences, faster
TE Connect will also provide a real-time secure messaging platform that allows customers, stakeholders and employees to transfer sensitive financial data and information, facilitating efficient and effective communication. This messaging platform will eliminate the previous time consuming process for data exchange between Trustees Executors and its customers, differentiating the business in an ever-changing financial market.
The partnership with MuleSoft paved the way for Trustees Executors’ recent work to create a solution that utilises the New Zealand’s Inland Revenue’s new messaging system ahead of schedule.
"The financial services sector is in a state of flux, responding to volatile market conditions, new technologies and shifting customer expectations,” said Ryan Bessemer, CEO, Trustees Executors. “Using MuleSoft, we can easily integrate with siloed data and systems to create and deliver personalised and secure experiences, faster. For example, MuleSoft enables us to create a seamless exchange of data across the business, allowing us to launch our new 'Plug and Play your way' interactive capabilities to our customers and drive greater customer satisfaction.”
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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