CTA members
CTA has five members, all licensed supervisors:
Trustees Executors
History
Trustees Executors was established in 1881 and is New Zealand’s first independent Trustee Company.
It has steadily grown from the original trust and estate business on which it was founded to its current service offering and in 2021 celebrated 140 years of proud and successful history.
The Corporate Trustee Services division was established in 1972 and now has one of the largest professional teams in the business.
Trustees Executors Limited (FSP37383) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429040324098
The Corporate Trustee Services division was established in 1972 and now has one of the largest professional teams in the business.
Trustees Executors Limited (FSP37383) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429040324098
Funds under supervision
over $160 billion
Address:
Level 11
51 Shortland Street
Auckland 1010
Phone:
0800 878 783
Website:
www.trustees.co.nz
Matthew Band
matthew.band@trustees.co.nz
Guardian Trust
History
Guardian Trust was established in 1882.
It offers supervisory and corporate trustee services to many of New Zealand's leading corporations, financial institutions, fund managers and banks.
The New Zealand Guardian Trust Company Limited (FSP33501) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes.
NZBN 9429032075069
The New Zealand Guardian Trust Company Limited (FSP33501) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes.
NZBN 9429032075069
Funds under supervision
over $220 billion
Address:
Level 6
191 Queen Street
Auckland 1010
Phone:
0800 300 299
Website:
www.guardiantrust.co.nz
Harry Koprivcic
harry.koprivcic@nzgt.co.nz
Public Trust - Te Tari Tiaki Iwi
History
Public Trust is an autonomous Crown entity and was established in 1873 as the world's first public trustee services organisation.
They are now New Zealand's largest provider of estate planning and management services.
Corporate Trustee Services (CTS) is a division of Public Trust and provides specialist supervisory, custodial and trustee services to corporate organisations.
CTS operates independently from Public Trust's consumer-facing business, but they share the same stability, integrity and resources.
Public Trust (FSP24561) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429041913222
Corporate Trustee Services (CTS) is a division of Public Trust and provides specialist supervisory, custodial and trustee services to corporate organisations.
CTS operates independently from Public Trust's consumer-facing business, but they share the same stability, integrity and resources.
Public Trust (FSP24561) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429041913222
Funds under supervision
over $180 billion
Address:
Level 16
151 Queen Street
Auckland 1010
Phone:
0800 371 471
Website:
www.publictrust.co.nz
David Callanan
David.Callanan@publictrust.co.nz
Covenant Trustee Services
History
Covenant was established in 1988.
Throughout its rapid growth, the company has sought to both monitor compliance and support clients with their understanding of compliance regimes. A willingness to work with clients on solutions while seeking the best outcomes for stakeholders has also been a feature of Covenant’s model.
Covenant Trustee Services Limited (FSP30521) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and certain registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429032457896
Covenant Trustee Services Limited (FSP30521) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities and certain registered schemes and as a statutory supervisor in respect of retirement villages.
NZBN 9429032457896
Funds under supervision
over $28 billion
Address:
Level 6
191 Queen Street
Auckland 1010
Phone:
0800 746 422
Website:
www.covenant.co.nz
Richard Spong
info@covenant.co.nz
Anchorage Trustee Services
History
Anchorage was established in 2007.
It is wholly owned by law firm Duncan Cotterill and operates across New Zealand. It has a resident-focused philosophy that promotes the protection and wellbeing of residents.
Anchorage Trustee Services Limited (FSP146324) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a statutory supervisor in respect of retirement villages.
NZBN 9429034151082
Anchorage Trustee Services Limited (FSP146324) is licensed by the Financial Markets Authority under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a statutory supervisor in respect of retirement villages.
NZBN 9429034151082
Funds under supervision
over $13 billion
Address:
Duncan Cotterill Plaza
148 Victoria Street
Christchurch 8013
Phone:
0800 888 093
Website:
www.anchoragetrustees.co.nz
Bridget McCormick
b.mccormick@anchoragetrustees.co.nz