Trust cannot be demanded, it has to be earned
Trusting someone to manage your wealth, whether you’re an individual, an intermediary or an institution, demands faith and confidence. We know that trust can only be earned and that is why at Guardian Trust our personal relationships with our clients remain as central to our business as they did with our first clients more than a century ago.
Established in 1882, Guardian Trust (The New Zealand Guardian Trust Company Limited) is a part of The Trust Company Group (the Group), the region’s pre-eminent trustee with a presence across New Zealand, Australia and Singapore.
And while we pride ourselves on our impressive geographical footprint we remain committed to our first goals of looking after and managing our clients’ legacies.
The Trust Company Group is trustee to approximately $164 billion in funds under management, advice or supervision and has the scale and expertise our clients demand while retaining that personal and individual touch to ensure we deliver the best possible outcome for all our clients.
At Guardian Trust and across The Trust Company Group we provide an impressive range of financial services in the personal wealth management, philanthropic and corporate sectors. The Trust Company Group offers a bespoke and tailored service to suit our clients’ needs, and our unique regional footprint across Australia, New Zealand and Singapore means we can service our clients’ requirements wherever they may be.
We take a different approach to your wealth, we look after you.
The desire to safeguard and grow your wealth for your later years and future generations has not changed. But what’s changed is the complexity of that wealth and the options available to manage and protect it as we get older. Across the Group we’ve looked after thousands of Australians and New Zealanders since our beginnings in the 1800s, understanding that the task might be complex and often emotional and that the options available can seem daunting. We have worked hard to develop professional and dedicated services that are delivered by a team of financial advisers, estate planning solicitors, trust managers and a dedicated investment management team. Together this group provides clarity on your financial and estate planning options to meet your needs, particularly at retirement and the years to follow.
Our approach to managing a clients’ wealth is called Sleep At Night. We aim to help you be comfortable in retirement with the lifestyle you are accustomed to so you can achieve everything you want, and to safeguard the legacy you pass on to those important to you.
Find out more about our services for individuals and families.
In an increasingly global world, organisations are looking for a trustee who they can be sure will facilitate the most effective and efficient transactions. As the only trustee licensed to provide corporate trustee services in Australia, New Zealand and Singapore, our clients know they are benefiting from the experience, ingenuity and genuine local knowledge of our dedicated teams.
Our track record is impressive. The Trust Company Group has acted as a corporate trustee in Australia since 1954, in New Zealand since the 1960s and in Singapore since 2007. We’ve been a leading provider of independent Responsible Entity services since the managed investments regime began in 1998. We currently have funds under supervision of A$8 billion across six ASX listed schemes, 50 registered schemes and over 40 other trusts.
Guardian Trust, is a leading corporate trustee in New Zealand with funds under supervision of NZ$71 billion and with over 50% market share in KiwiSaver.
The Group’s clients include major financial institutions, listed property groups and public sector pension funds, across Australia, Asia, Europe and North America. Find out about our clients and sample of recent transactions.
Wanting to make the world a better place requires having the means, determination and passion to make it happen. Whether you are an individual, a family, a for-profit company or a not-for-profit organisation, creating an enduring legacy for your philanthropy and an appreciable difference for your community requires more than a good intention.
The Trust Company Group has around $1 billion under administration in 850 charitable funds. The Group has the expertise to help shape and implement your philanthropic goals and organisational objectives to ensure they stand the test of time.
Unlike giving a one off lump sum, we can help support your chosen charities in perpetuity ensuring your wealth continues to make a difference in the long-term, even after you have gone. We can also support not-for-profits with long-term financial planning based on our specialist experience of the sector.
We currently administer an extensive portfolio of charitable trusts, some of which date back more than 100 years. We are also responsible for a wide range of Awards and Scholarships including the prestigious Rose Hellaby Award.
Find out more about our Philanthropy services.
Guardian Trust was formed by a special Act of Parliament, the New Zealand Guardian Trust Company Act 1982, that merged the trust operations of South British Guardian Trust, formed in 1882, with the NZI Trust Department, authorised as a trustee company in 1916. The primary operation of these companies was as trustee, acting for their clients in the growth and protection of their wealth. This continues to be the core competency of Guardian Trust today.
Guardian Trust is now wholly-owned by The Trust Company, an Australian independent trustee services group listed on the Australian Securities Exchange. The combined group has total funds under supervision of approximately NZ$210 billion, and employs 440 people in 20 offices across New Zealand, Australia and Singapore.