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Media Centre

An Overview of the New Trust Bill

Jun 06 2019
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An Overview of the New Trust Bill

News of a new Trust Bill has been at the forefront of the industry over the last year as the Trustees Act 1956 has not been comprehensively updated over the last 60 years. This article identifies the proposed key changes to the current Act and is intended to be a practical guide to what is expected to become law shortly.

The Role of a Licensed Supervisor - Corporate Trustee Services

Jun 06 2019
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The Role of a Licensed Supervisor - Corporate Trustee Services

You may not be aware that as well as having a team of Private Wealth experts, Trustees Executors also has a Corporate Trustee Services team and is the largest provider of back office investment administration in New Zealand.

Our Corporate Trustee Services team is a licensed supervisor and a  market leader for providing independent supervisory and trustee professional services to corporate clients in financial markets. Read on to find out more about the role of a licensed supervisor.

Taking the Broader View - Reasons for Investing Globally

Jun 06 2019
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Taking the Broader View - Reasons for Investing Globally

The roller coaster final quarter of 2018 highlighted the volatility that share markets can experience. During this time, New Zealand shares continued to perform be a standout performer, posing the question - Why do we invest such a significant exposure of portfolios outside of New Zealand?

What does a Supervisor do?

Mar 25 2019
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What does a Supervisor do?

Supervisors perform diverse roles with shared features under the various Acts of Parliament by which they are governed.  In this article we have considered how supervisors function as monitors and enforcers of investment-related legislation, regulations, governing documents and supervisory agreements, with analysis based on a range of key legislative sections.