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.
Registry forms a core part of our fund administration services and is for financial services providers who want an advanced integrated solution for their scheme administration.
We pride ourselves on offering flexible and scalable registry solutions that meet regulatory obligations and remove processing burden. This enables our clients to focus on their core business offering with the peace of mind that their fund administration and members are our our top priority.
With our investment in digital technology, we are giving our clients access to powerful digital tools and data insights that help them deliver seamless multi-channel member experiences.
We are trusted to handle the registry services for many of New Zealand's largest financial institutions including fund managers, banks, superannuation and KiwiSaver providers. Our services are often white-labelled and using KiwiSaver as an example, we hold over 20% of New Zealanders’ member accounts.
Select from a range of comprehensive registry solutions that enable you to plug and play your way and meet the evolving needs of your business and its investors
Maintenance of investor accounts and all transaction processing. Supported by our digital and integration capability providing automation and straight through processing
Maintenance and calculation of investor tax details to ensure PIE tax obligations are met. Filing of tax returns and making payment on our clients' behalf
Getting the right information to our clients' investors at the right time. We manage distribution of communication in numerous ways from email, post, to online via our investor portal
We provide high quality compliance support to ensure all our services meet our clients' regulatory requirements
The creation and access to a range of reporting including regulatory and compliance reports, a suite of investor and fund reports, service level standards and monitoring reports
New Zealand’s financial services providers need the ability to quickly access, interpret and share data securely, in real-time for greater investor experiences. We are delivering this capability every day via our TE Connect technology.
Embracing innovation and technology is at the core of how Trustees Executors is redefining the financial services value chain.
Our digital service offering and new technologies harness valuable investor and market data, strengthen digital strategies and help our clients pursue their own innovation agendas.
Our clients and their customers can now monitor transactions in real-time from their devices, enabling them to understand what is happening, how the market is performing and how their investments are tracking.
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.
Copyright © 2024 Trustees Executors Limited – All Rights Reserved. No information or material can be copied or distributed without our express permission.