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.
Apr 2, 2024
Trustees Executors has announced that Richard Klipin, Non-Executive (Independent) Director, is leaving the board of directors and stepping down as Chair of their Audit, Risk, and Compliance Committee.
Rob Russell, Chair of the Trustees Executors board, expressed his gratitude for Richard’s dedicated service over the past five years.
“Richard has provided immense expertise, dedication, and time during his five-year tenure in both positions. We wish him all the best in his future endeavours,” says Rob.
Although the two positions are currently vacant, Rob expressed his confidence in announcing the appointments soon.
“We have already started the process of identifying potential candidates for the Chair of ARCC and Non-Executive Director positions. We are confident that we will be appointing people to these positions soon and look forward to announcing them when we have the opportunity,” says Rob.
Trustees Executors is a Statutory Trustee Company and Licensed Supervisor governed by a Board of Directors. The Board comprises individuals with extensive experience in areas such as technology, strategic thinking, governance, risk management, and financial services industry knowledge. They have a deep understanding of the fiduciary responsibilities that come with such a company.
The Audit, Risk, and Compliance Committee reports to the Trustees Executors Board.
ENDS
For more information:
Jessica Stone
Marketing and Communications Manager
Trustees Executors
P +64 210 398 007
E [email protected]
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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