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.
We strive to deliver the highest level of service to our clients. However, should you not be satisfied with any aspect of service you receive from Trustees Executors, we welcome you contact us in the first instance. We have an internal complaints process and undertake to investigate your concerns promptly and fairly. You will be kept updated throughout this process.
To make a complaint you can either fill out the form on our Contact us page and select "complaint" from the drop down menu. Alternatively, or you can email us at [email protected] or call us on 0800 878 783. You can also write to us at:
Trustees Executors Complaint Register
Christchurch 8544
We are a member of an independent dispute resolution scheme operated by Financial Services Complaints Limited ("FSCL"), a financial ombudsman service. If we cannot reach agreement on how to resolve your complaint or you are not satisfied by our response, you may refer the matter to FSCL by emailing [email protected] or calling FSCL on 0800 347 257. Full details of how to access the FSCL scheme can be obtained on their website www.fscl.org.nz
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.