Announced

Completed

Perpetual Guardian completed the acquisition of private wealth division from Trustees Executors.

Synopsis

Perpetual Guardian, a New Zealand owned trust company, completed the acquisition of private wealth division from Trustees Executors, an investment advice provider. Financial terms were not disclosed. “Perpetual Guardian and Trustees Executors are the two longest-serving trustee companies in New Zealand, with deep client relationships across the country, spanning decades and generations. I look forward to spending time with those clients and personally welcoming them into the Perpetual Guardian Group in the coming weeks. It is a significant milestone for our industry to combine the strengths of these two private client businesses," Patrick Gamble, Perpetual Guardian CEO.

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MergerLinks - Perpetual Guardian completed the acquisition of private wealth division from Trustees Executors.