Cleary Wealth Management is not a bank or an investment fund. We believe that the most responsible way to safeguard your money is by partnering with New Zealand’s leading trustee company Public Trust.
Public Trust is answerable to you, not to us, and will ensure all your transactions comply with New Zealand law, plus administer trades and settlements on your behalf.
What are custodial services?
The custodial services area within the Public Trust’s Corporate Trustee Services is primarily responsible for transactional settlements, reconciliations, desktop banking, accounting and reporting to clients regularly. Most transactional work is intra-day settlements which must be completed within allotted deadlines. For further information visit www.publictrust.co.nz
NZX Wealth Technologies
Public Trust entrusts NZX Wealth Technologies to deliver rich online platform functionality to efficiently manage, trade and administer their clients’ investment assets. Cleary Wealth Management worked closely with NZX’s predecessor to develop the reporting for the Wealth Technologies platform and our clients were among the first to benefit from it. For further information visit www.nzxwt.nz
A fee is charged directly by NZX Wealth Technologies for both NZX and Public Trust services.