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.
Nov 9, 2023
The board of 142-year-old financial and trusts solution company, Trustees Executors, is pleased to announce a new structure and leadership line-up for the company.
Trustees Executors Board Chair, Rob Russell, said the refreshed structure and leadership team will ensure the company strengthens its services for their current and future clients.
The Trustees Executors leadership lineup includes General Manager Matthew Band – Trustees Corporate Supervision, General Manager Justin Fox – Trustees Private Wealth, and General Manager Geoff Cheeseright – Trustees Fund Administration.
“We are drawing on the experience and expertise of our highly knowledgeable General Managers across our Corporate Supervision, Funds Administration, and Private Wealth services, to each lead their business and team,” says Rob Russell.
“The new structure will enable us to keep evolving with the ever-changing technological and regulatory environments and maintaining our hard-earned space as a leader in the trustee and investment administration sector,” Rob Russell explains.
Since its establishment in 1881, Trustees Executors have played a vital role in working with people to protect their assets for a successful future for their families and businesses.
“For over 142 years we have, and continue to stay, committed to our purpose. The new structure reflects the Trustees Executors Board's commitment.
“Trustees Executors aim is to keep delivering the results, services, and integrity that our loyal clients have relied on for well over a century.
“We are excited about what this means for our clients, our service offering to the market, and to the long-term future of Trustees Executors,” says Rob Russell.
ENDS
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Jessica Stone
Marketing and Communications Manager
Trustees Executors
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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