Perpetual Guardian buys Trustees Executors' private wealth division

Perpetual Guardian Group CEO Patrick Gamble. (Image: Perpetual Guardian)

Fri, 23 Feb 2024

Perpetual Guardian Group has bought the private wealth division of Trustees Executors for an undisclosed sum. The deal will give the group a new set of high-wealth clients.The acquisition doesn’t include Trustee Executors’ corporate supervision or fund administration divisions.Trustees Executors’ private wealth team will operate from within Perpetual Guardian as the sole provider of services to the team's current private wealth clients.Both companies date their origins back to the 19th century. Perpetual Guardian CEO Patri...

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