Trustees Executors has transferred custody of its retail clients assets onto Consilium Platform, Consilium’s bespoke custodial wrap service, and the fastest growing asset management platform in New Zealand.
Consilium now has more than $2.5 billion under management across more than 80 firms.
“We’re extremely proud to add Trustees Executors, one of the most established advisory companies in New Zealand, to our constituency. They’re a high calibre, respected firm whose values closely align with ours,” Consilium Managing Director, Scott Alman said.
“Advisers are always looking for new and innovative solutions to support their businesses. We’re leveraging technology and combining it with our outstanding client service to match our clients’ individual needs with bespoke solutions. Consilium Platform is an integral part of this solution, furthering the quality, reputation and reach of professional independent financial advisers,” said Mr Alman.
“Trustees Executors is delighted to be partnering with Consilium and FNZ for our retail investment platform, as we look to future-proof and refresh our investment proposition,” said Trustees Executors Head of Private Wealth, John Winch.
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