Private
WEALTH
always here
Significant Milestone For The Trustee Industry
Perpetual Guardian Group has acquired the Private Wealth division of Trustees Executors Limited in a significant milestone for the trustee industry. This acquisition brings Trustees Executors’ Private Wealth team under Perpetual Guardian, offering quality, personalised services to clients.
While the acquisition excludes Trustees Executors’ Corporate Supervision and Fund Administration divisions, clients can expect continued specialised service within the Perpetual Guardian Group, along with access to a broader network of specialist services. Patrick Gamble, CEO of Perpetual Guardian Group, and Andrew Barnes, Perpetual Guardian Founder, express enthusiasm for combining strengths to meet clients’ needs effectively. Rob Russell, Chair of Trustees Executors, highlights shared values and commitment to best practices, ensuring clients receive enhanced services and access to Perpetual Guardian’s expertise.
Access the complete press release for comprehensive insights and a deeper understanding of the recent developments HERE.
Grant Seekers
If you are a charity seeking funding from a TEL managed charitable trust or estate, please note that these will be transitioning onto the Perpetual Guardian Funding Hub going forward. Opening and closing dates in 2024 will remain the same as 2023.
- For a schedule of grants (TEL clients will be added over time), click here.
- For grant rounds coming soon/open now, click here.
- To register for the Perpetual Guardian funding hub in readiness to apply, click here (create account on the right hand side)
- For any enquiries please contact: [email protected]
Welcome to Perpetual Guardian
We warmly welcome all clients from Trustees Executors . At Perpetual Guardian, our priority is to continue delivering the exceptional service and support you deserve. Our team is here to ensure a smooth transition and to uphold the high standards you expect. Thank you for trusting us with your needs, and we look forward to a bright future together.
Our People, Your Team
Your Trustees Private Wealth team remains the same, dedicated to providing you with the same exceptional service and support. Meet the trusted professionals who will continue to manage your needs with the same expertise and care.
Our Private Wealth Services
Protect your loved ones and your wishes with a Will
A well-planned and regularly updated Estate Plan is one of the most straight-forward ways to protect your assets and help secure your loved ones’ future.
Appoint someone as a Power of Attorney that can act on your behalf
Setting up an EPA will give you peace of mind that your assets and personal welfare will be properly managed on a temporary or permanent basis by someone you trust, if you become unable to do so.
Create and manage a Trust to support your loved ones
Our team of experts have the knowledge, skills and experience to help you figure out how your Trust needs to be set up to meet your goals in our forever-changing world.
Get expert advice and management for your investment journey
Part of our investment advantage is that we differ from the mainstream given our longstanding presence in the professional trustee environment. We’ve acted as trusted partners for many of New Zealand’s private individuals & charitable trusts for 135 years.
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About Us
Contact Perpetual Guardian
Auckland CBD
Level 23, 191 Queen Street,
Auckland, New Zealand
© Perpetual Guardian 2024
Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.