Keith is a UK qualified Chartered Accountant with over 25 years experience of business valuations, financial modelling, business planning & forecasting and M&A transactions both in the UK and New Zealand. He has worked closely with numerous privately owned businesses to help them grow and improve and also to assist owners effect change at their business through the buying and selling of companies or the raising of finance.
Since 2022 he has been the financial controller for a family office in Switzerland. Prior to this he was most recently based in New Zealand as an Associate Director in the Deal Advisory team at KPMG where he ran a small team responsible for corporate finance transactions, due diligence assignments and business valuation amongst other revenue streams.
Keith is a graduate in Accounting & Finance from the University of Plymouth, England and is also a Fellow at the Institute of Chartered Accountants in England and Wales.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
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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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