New Zealand

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Corporate Trustee & Advisory

1-Feb-08-2022-11-41-30-18-AM Harry Koprivcic
CEO, New Zealand Guardian Trust & Covenant
2-Feb-08-2022-11-41-58-27-AM Craig Manley
COO, New Zealand Guardian Trust & Covenant
3-Feb-08-2022-11-42-55-41-AM Richard Spong
General Manager, New Zealand Covenant

Business Services & Corporate Services

Richard Beattie - Square (04Jun20) Richard Beattie
CEO Australia

Our independent experts understand the local New Zealand market and all its associated legal, financial and regulatory compliance requirements. With our in-depth and detailed local knowledge, we are well-equipped to deliver the appropriate solutions in a timely manner.

Our experience and reputation have made us the preferred supervisor and trustee for many of New Zealand's leading corporations, financial institutions, fund managers and banks. Our clients span a broad range of business activities and the quality of our client portfolio reflects our status as a leading provider of corporate trustee services in New Zealand. Our experienced team of professionals is the largest in New Zealand. We assign an experienced team to each of our clients to ensure our clients have dedicated access to our services.

Specialities & Focus

Foreign companies seeking to set up in New Zealand can free themselves entirely from the burden of accounting, tax and regulatory compliance by engaging Tricor to manage bookkeeping, accounting, payroll, company secretarial, and tax compliance. Tricor also offers New Zealand resident director services with individuals who are experienced, independent and qualified by the New Zealand Institute of Directors.

In 2021, Tricor Group fully acquired NZGT Holding Company Limited (NZGT Holdings) together with its wholly owned subsidiaries, The New Zealand Guardian Trust Company Limited (Guardian Trust) and Covenant Trustee Services Limited (Covenant).

Guardian Trust and Covenant have long histories in the provision of fiduciary and corporate trust services and hold a strong market share in their core product lines, in terms of both appointment numbers and funds under supervision. Having operated in New Zealand for over 125 years, Guardian Trust and Covenant are recognized as the leading providers of corporate supervisory and trustee services in New Zealand with over NZ$250 billion in funds under supervision.

Learn more about Guardian Trust, a Tricor Company
Learn more about Covenant, a Tricor Company

Guardian Trust and Covenant specialize in providing supervisory trustee services in the following financial products:

  • Managed investment schemes – including unit trusts, superannuation, restricted superannuation schemes, KiwiSaver, proportionate property ownership schemes and forestry partnerships
  • Debt securities – including secured and unsecured, unsubordinated or subordinated bonds or capital or convertible notes and non-bank deposit takers
  • Retirement villages

Guardian Trust also provides corporate trustee services for additional financial products or for specialist roles in wholesale capital markets, including:

  • Escrow services – usually on settlement of merger & acquisition transactions
  • Securitization & structured finance
  • Security trustee & facility agent roles – including debt restructuring

As the leading business expansion specialist in Asia, Tricor provides the building blocks for, and catalyzes every stage of your business growth. Tricor is well positioned to unlock the potential of your business in New Zealand, and help your company stay one step ahead of today’s diverse and fast evolving regulatory environment.

Independent Security Trustee & Facility Agent Services
Role of Statutory Supervisor

Services Offered

Offices

Auckland

Head Office

Address

Level 6, 191 Queen Street, Auckland 1010, New Zealand

Contact


Guardian Trust

A Tricor Company

Address

PO Box 274, Shortland Street, Auckland 1140, New Zealand

Contact

(64) 0800 300 299

guardiantrust.co.nz

Covenant

A Tricor Company

Address

PO Box 4243, Shortland Street, Auckland 1140, New Zealand

Contact

(64) 0800 746 422

covenant.co.nz