Expert Advice & Portfolio Management

Tailored Investment Solutions

Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, we provide expert advice, investment plans and tailored portfolio management to individuals and organisations.

— Secure and flexible investment structures

Our Investment Approach

Our investment approach is tailored specifically to you. You may be cautious, adventurous or a mixture of both – so our Private Wealth advisers focus on creating portfolios that will not only achieve your objectives, but take into account your personal preferences, making sure we maximise returns within your agreed level of risk.

Our job is to ensure your money is consistently working for you through the right types of investments that allow you to enjoy the growth of your investments whilst also retaining the benefits of liquidity.

Our Investment Strategy

Our investment strategy is based on high-quality research combined with disciplined decision-making that is grounded in our experience as professional investors.

By choosing to invest with Trustees Executors Private Wealth, you will have access to invest in a diverse range of investments from New Zealand and around the world.

Our team of inhouse investment experts, overseen by a specialised investment committee, derive research from a number of areas as a basis for selection of investments to recommend. We conduct research based on information available in the market, through interviews with and/or presentations by companies, third-party fund researchers and brokerage houses. Our independence means that we are not limited in the scope of our investment by any tied arrangements, related parties or quotas with providers.

We decide which investment option is best for you based off your personal circumstances and tolerance for risk. This ensures that your portfolio is appropriate for what you are looking to achieve.

We believe extensive global and domestic diversification effectively manages risk and moderates volatility. This is why we invest in many different asset classes which each have their own risk and return characteristics. We believe that asset allocation (the percentage of your portfolio allocated to each asset class) is the most important decision an investor can make and is key to aligning an investor's timeframe, risk tolerance and investment objectives.   

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— Secure and flexible investment structures

Socially Responsible Investing

With the growing awareness of investing ethically many of our investors are seeking to adopt these philosophies through our Socially Responsible Investment Portfolios (SRI). Our investment services team specialise in this ever-evolving market.

Our Approach to Socially Responsible Investment

Our goal in implementing and managing SRI portfolios is to allow you to pursue your sustainability goals without giving up a sound investment framework. Our SRI portfolios are consistent with our standard portfolio in that they are globally diversified, low cost and based on academically backed investment strategies.

In addition to these characteristics an SRI portfolio features:

  • No controversial weapons and tobacco
  • A target of lower carbon emission exposure
  • The use of fund managers that incorporate ESG (environmental, social and governance) factors into their investment process

Ethical investing doesn’t have to be expensive. By selecting fund managers with varying degrees of sustainability we are able create a portfolio which excludes the most controversial industries, integrates an ESG process where it is efficient to do so, and includes several funds which target lower fossil fuel emissions.

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