Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.


Finance

Perpetual Guardian

Perpetual Guardian's headquarters in Auckland, New Zealand

Patrick Gamble

Justin Fox

Parul Arora

Kevin Thompson

Henry Stokes

Mark Perrow

Jennifer Tweed

James Douglas

Andrew Barnes

Ben Heap

This department focuses on managing client relationships and ensuring customer satisfaction through effective support and communication.

Client Services

The Branch Management Team at Perpetual Guardian oversees daily operations across multiple branches, ensuring excellence in service delivery and implementation of estate planning solutions. Each Branch Manager is responsible for managing staff, client relations, and business growth within their specific region, upholding the company's longstanding heritage and expertise.

Branch Management Team

The Investment Advisory team at Perpetual Guardian provides tailored investment strategies and financial advice, helping clients grow and manage their wealth. Leveraging over 135 years of expertise, the team specializes in estate planning, asset allocation, and portfolio management to ensure clients' financial goals are met.

Investment Advisory

The Leadership Team at Perpetual Guardian is responsible for setting the strategic direction and vision of the company, leveraging their extensive experience in estate planning to drive innovation and client-focused solutions. This team, composed of key executives including the Founders and CEOs, collaborates to enhance operational efficiency, ensure regulatory compliance, and foster a culture of excellence within the organization.

Leadership Team

This department provides expert guidance and strategic advice on financial and philanthropic matters.

Advisory Services

This department manages legal matters, provides counsel on compliance and regulatory issues, and oversees corporate governance.

Perpetual Guardian

Org chart

Board & advisors

Teams

Client Services

Branch Management Team

Investment Advisory

Leadership Team

Advisory Services

Legal Affairs

Offices

Perpetual Guardian

Org chart

Board & advisors

Teams

Client Services

Branch Management Team

Investment Advisory

Leadership Team

Advisory Services

Legal Affairs

Offices

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