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 pride ourselves on our values and collaborative culture, robust and effective communication, sound governance and the relationships we build with our clients and regulators - as well as our transparency and openness with the market.
We see our role as “going beyond compliance” and seek to understand your business, ambitions and work alongside you as a trusted partner and adviser.
We assign an experienced team to each of our clients to ensure they have a dedicated point of contact and access to our services.
Key to our success is the delivery of expert advice, supervision and services that go beyond simply meeting the needs of our trusted clients. Our aim is to deliver a high quality and value-added service to our clients and their business.
Our Supervision team is made up of significantly experienced client management professionals with knowledge across an array of investment products and services.
With a deep knowledge gained from working both domestically and internationally, this gives them an edge and enables them to offer first-class guidance and supervision. Our services go beyond expectations to provide the expertise you need and the service you deserve.
Our clients know our commitment to them and their clients goes beyond the realm of sound governance and compliance. With values that are inclusive, we are proud of our collaborative culture, and the transparent, trustworthy and reliable relationships we build with regulators and clients alike.
The dedicated, experienced team assigned to you will work tirelessly to understand your ambitions and then deliver first class supervision. We're always looking for ways to improve our clients’ experiences.
Our Supervision team is made up of experienced professionals with significant experience gained from working both domestically and internationally. With a deep knowledge about how different organisations and government operates, gives them an edge, and enables them to offer first-class guidance and supervision. Our services go beyond expectations to provide what you want and more importantly, what you need.
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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