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.
With five decades of experience, we have established one of the largest Corporate Trustee teams in the business. This has allowed us to set the standard for excellence by providing second-to-none customer service, and become the market leader for supervisor and trustee services of corporate financial market participants.
Trustees Corporate Supervision is part of Trustees Executors and operates separately with an independent board.
Our team of experienced professionals provide oversight for organisations seeking funds from retail investors. As supervisors, we provide a watchful eye over the supervised entity to ensure they perform their duties and obligations within requirements set by legislation and the documents governing their offer, such as the trust deed.
Being independent, we are unbiased in our approach, providing reliable advice and impartial decisions that benefit investors.
We will help you comply with relevant financial markets obligations. We’ll offer insights into compliance, risk and operational best practices so that we can discharge our supervisory responsibilities effectively and efficiently while delivering a high level of service to you.
We are proud to be subject matter experts and trusted advisers/partners to many of New Zealand’s leading corporations.
The members of this independent board have extensive experience in law, financial services and accounting. Their primary focus is the operational activity of the supervisory function, client matters and protecting investor interests.
We're one of New Zealand's most trusted firms, with clients ranging from major fund managers to financial institutions, corporates, banks, and iwi.
Our team is committed to providing the highest level of service. We act as an independent, professionally licensed supervisor and corporate trustee for a diverse range of securities and schemes in various sectors including:
KiwiSaver, Managed Funds and
Superannuation Schemes
Finance Companies, Credit Unions and Building Societies
Corporate Notes and Bonds (Listed) & Wholesale Issuers including Local Councils
Retirement Villages Supervising Retirement Village Operators - statutory supervisor (resident interest)
Asset Trustee, Security Trustee
and Custodian
Employee Share Schemes and Escrow Services
Trustees Executors is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 (Act) to act as:
Our five year licence was renewed on 17 January 2023 and expires on 16 January 2028.
Details of our Supervisor Licence can be found on the Financial Markets Authority website or you can view a copy of our licence below.
Since the mid-1990s Trustees Executors has also been a proud member of the Corporate Trustees Association (CTA). The CTA is the industry body representing New Zealand’s licensed Trustee Corporations which have a unique role in maintaining investor confidence in New Zealand’s financial markets.
We are licensed under the Financial Markets Supervisors Act 2011 to act as a Licensed Supervisor and are responsible for supervising over NZ$130 billion in investor funds.
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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