Trustees Executors
Top Clients
Advisory Roles
Sector Focus
Deal Timeline
All deals where Trustees Executors served as adviser
| Date | Company | Deal Type | Role | Value |
|---|---|---|---|---|
| 2025-09-04 | MEL — Meridian Energy Limited | bond | Other | $350.0M |
| 2025-06-04 | IFT — Infratil Limited | bond | Other | $143.4M |
| 2024-12-03 | IFT — Infratil Limited | bond | Other | $75.0M |
| 2024-03-14 | MEL — Meridian Energy Limited | bond | Other | $300.0M |
| 2023-09-08 | IFT — Infratil Limited | bond | Other | $172.1M |
| 2023-09-01 | IFT — Infratil Limited | bond | Other | $172.1M |
| 2023-06-29 | GNE — Genesis Energy Limited | bond | Other | $240.0M |
Common questions
Sourced from public NZX filings, our database, and questions people ask about Trustees Executors.
What NZX companies has Trustees Executors worked with?
According to our records, Trustees Executors has been involved with 3 unique NZX-listed clients across 7 transactions. Based on our data, recent activity includes work with MEL (Mainfreight) and IFT (Infratil), with transactions spanning from 2023 to 2025. You can view their full NZX deal history on NZXplorer to see transaction dates and details.
What sectors does Trustees Executors advise on NZX matters?
Based on our records, Trustees Executors has focused activity in the Utilities sector. This reflects their transaction history with NZX-listed companies operating in that industry segment.
What is the difference between an executor and trustee of a will?
An executor is appointed to administer a deceased person's estate—gathering assets, paying debts, and distributing property according to the will. A trustee, by contrast, manages assets on behalf of beneficiaries either during a person's lifetime or after death, and holds those assets according to the terms of a trust document. In New Zealand, these roles can overlap, but executors typically focus on the estate administration process, while trustees have ongoing fiduciary duties to manage trust property.
What are the obligations of a trustee in New Zealand?
Under New Zealand law, trustees must act honestly and in good faith, manage trust property prudently, keep proper records, and act for the proper purpose of the trust. Trustees are also required to disclose information to beneficiaries and cannot place themselves in a position where their personal interests conflict with their duties. These obligations are enforced by the courts and breaches can result in liability to beneficiaries.
Can beneficiaries take action against trustees in New Zealand?
Yes, beneficiaries can bring legal action against trustees if they believe their fiduciary duties have been breached. In New Zealand, beneficiaries can apply to the courts for remedies such as requiring the trustee to account for trust property, removing the trustee, or seeking compensation for losses. The High Court and District Court have jurisdiction to hear trustee disputes.
How often has Trustees Executors been involved in NZX transactions?
According to our data, Trustees Executors has recorded 7 transactions across their NZX client relationships. Their most recent activity was in September 2025 with MEL, and they have maintained an active advisory presence with their client base over the past two years.
What does a professional trustee do?
A professional trustee acts as a neutral third party to manage trust assets on behalf of beneficiaries, handling investment decisions, distributions, record-keeping, and compliance with tax and legal obligations. Professional trustees bring expertise in trust administration, risk management, and regulatory compliance. They serve both personal trusts (family wealth) and corporate clients, and may be involved in broader governance and capital markets matters for listed entities.
Data sourced from publicly available records. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.