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.
Aug 4, 2023
Trustees Executors, New Zealand's longest-serving trustee company, is delighted to partner with AIA NZ, New Zealand’s largest life insurer, to provide fund administration solutions for AIA unit-linked investment products.
As one of New Zealand’s largest outsourced fund administrators, Trustees Executors currently oversees the administration and supervision of investment assets exceeding $210 billion.
Trustees Executors will provide investment accounting and daily unit pricing services that will enable AIA NZ to leverage its specialist team and wealth management technology that delivers timely, accurate and tailored services with the ability to scale and adapt.
Ryan Bessemer, Trustees Executors’ Chief Executive Officer says “We are thrilled to be appointed as AIA NZ’s partner of choice for fund administration services. We see ourselves as an extension of our clients’ businesses by enabling them to focus on the delivery of value-added services to their customers”.
Len Elikhis, AIA NZ’s Chief Product & Investments Officer says, “AIA NZ’s partnership with Trustees Executors has enabled us to simplify our investment administration arrangements for the benefit of our customers holding unit linked investment products.”
“This is a valued partnership, which allows us to achieve administration efficiencies as well as streamlined insights and reporting, providing greater benefit to both our business and our customers.”
These changes impact AIA’s operational arrangements only and customers should see no change in their service experience. Customers who have any questions or would like further information are encouraged to contact AIA NZ directly.
ENDS
Media enquiries for Trustees Executors:
Neisha Livermore, Marketing and Communications Manager
P: 03 357 3605
Media enquiries for AIA NZ
Rosalyn Lambert, Head of Communications & Corporate Affairs
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.