— 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.