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 15, 2021
Storied New Zealand-based financial and trust solutions provider chooses SS&C Aloha
SS&C Technologies Holdings, Inc. announced Trustees Executors Limited has chosen the all-new investment operations platform SS&C Aloha for its new managed-money account joint venture, Flint Wealth. SS&C Aloha provides Flint Wealth with extensive front-to-back asset class support within a single intuitive platform. In addition, Aloha enables the wealth management firm to create a digital backbone to deliver investment services backed by leading Machine Learning, Predictive Analytics, Natural Language Processing and Intelligent Workflow technologies.
Established in 1881, Trustees Executors has steadily grown from its original trust and estate business to provide a full range of financial and trust solutions. Recently they expanded to wrap account wealth management with the launch of Flint Wealth. SS&C Aloha's single data model, microservices architecture and digital capabilities were prime enablers for the new investment service, which draws varied investments together in an individual investment portfolio, professionally managed for a flat fee.
"Of the solutions we reviewed, SS&C Aloha was the best choice to meet our strategic vision for the new venture," said CEO Ryan Bessemer. "We want to provide clients with a consolidated view of their investments, a wide pool of potential investments, and a great user experience. SS&C Aloha's single database supports this consolidated view, and its advanced API service built on open architecture will let us connect with varied other investment providers and sources. In addition, the system's automated real-time method to exchange information and keep everything in sync means clients will always have the latest information as part of the modern interface and rich digital experience."
Trustees Executors will also provide back-office capabilities and services to support new and existing portfolio administration products in addition to Flint Wealth via the Aloha platform. In addition, they will be integrated with Trustees Executors' new Enterprise Service Bus: TE Connect.
"We are pleased to help Trustees Executors realize their vision for its new wrap offering and to help scale their operations," said Christy Bremner, SVP and General Manager, SS&C Technologies. "Aloha's integrated platform will form the digital backbone of Flint Wealth, reducing the risk for its business partners and elevating the customer experience."
SS&C Aloha powers this connected investment management environment via built-in, exception-based workflows spanning all the investment operations functions a wrap manager needs. In addition, SS&C Aloha monitors results, flags issues, and suggests next steps, all within a single experience. The next-generation platform is device-agnostic, so clients can access their data and benefit from its rich digital experience however and wherever they choose.
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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