Barnes & Lockhart

Name

Barnes & Lockhart

Legal name

Barnes & Lockhart

Website

https://barneslockhart.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Corporate Trust and Estate Administration

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Offices of Lawyers (541110), Management of Companies and Enterprises (551)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Corporate & Institutional Trust Services (FSAAANAB), Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• Statutory trustee services
• Corporate administration
• Trust and estate management
• Fiduciary services
• Corporate trustee services

Headquarters

HQ city

Auckland Central

HQ country

New Zealand

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Infrastructure, Marketing or Sales, Others

Distribution channels3 records

Marketing channels5 records

Core offering

Barnes & Lockhart provides statutory trustee services, corporate administration, and management of trusts and estates as its core commercial offering, operated through the Perpetual Guardian subsidiary. The firm is the personal portfolio entity of Andrew Barnes and Charlotte Lockhart and additionally encompasses wine production and retail on Waiheke Island (Postage Stamp Wines, Obsidian Wines, Waiheke Wine Centre), the Administrator House heritage venue in Auckland, and the 4 Day Week Global workplace advocacy organization.

Product overview

Barnes & Lockhart is a personal portfolio showcasing the ventures of Andrew Barnes and Charlotte Lockhart, an entrepreneurial couple based in New Zealand and the United Kingdom. Their portfolio includes 4 Day Week Global, a workplace productivity organization promoting the 4-day work week movement; wine businesses on Waiheke Island including Postage Stamp Wines, Obsidian Wines, and Waiheke Wine Centre; classic boat ownership and restoration (Ariki, Kailua, Rawhiti, Rona); heritage property (Administrator House); and cultural/artistic projects including the Aroha Waka sculpture. The couple also participates in classic car rallies including the Peking to Paris in their 1941 Chevrolet Coupe Eleanor. This is not a software product but rather a collection of personal and business interests.

Differentiator

Problem solved

Functional benefit

Brands

• 4 Day Week Global: Not-for-profit international organization founded in 2019 by Andrew and Charlotte Barnes to promote the concept of productivity-focused, reduced hours workplaces. Named 2023 TIME100 Most Influential Company.
• Postage Stamp Wines
• Obsidian Wines
• Waiheke Wine Centre
• Administrator House

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered core and minor.

• 4 Day Week GlobalcoreStrategic or Co-development Partner · 1 January 2019Co-founded by Andrew Barnes and Charlotte Lockhart in 2019, 4 Day Week Global is a not-for-profit international community promoting the 4-day work week concept. It serves as the central hub for information, resources, research, and funding via the 4 Day Week Global Foundation. The organization has triggered changes in government thinking in Europe, Australia, and New Zealand.
• Perpetual GuardiancoreStrategic or Co-development PartnerAndrew Barnes triggered a revolution of the fiduciary and legal services industries as founder of Perpetual Guardian. The transformation has had positive implications both locally and globally. The 2018 trial at Perpetual Guardian made global headlines and reached billions of people in 70+ countries.
• Postage Stamp WinescoreStrategic or Co-development PartnerPart of Delamore Estates, Postage Stamp Wines was the first wine business established by Andrew and Charlotte on Waiheke Island. Launched with syrah rosé named Genevieve, the business has developed a range of wines and experiences.
• Obsidian WinescoreStrategic or Co-development PartnerAcquired by Delamore Estates in November 2021, Obsidian derives its name from shards of obsidian discovered in the vineyard during initial planting, brought from Mayor Island by Māori tribes.
• Waiheke Wine CentreminorChannel Partner/ Reseller/ DistributorAcquired in 2022, the Waiheke Wine Centre provides retail distribution for Waiheke Island wines, offering a full range from the island plus international selections.
• GivealittleminorStrategic or Co-development PartnerAndrew serves as chair of Givealittle, New Zealand's leading crowdfunding platform and part of the Complectus Limited / Perpetual Guardian Group of companies.
• Wellbeing Research Centre at Oxford UniversityminorStrategic or Co-development PartnerBoth Andrew Barnes and Charlotte Lockhart are on the advisory board of the Wellbeing Research Centre at Oxford University as part of their 4 Day Week Global work.
• World Wellbeing MovementminorStrategic or Co-development PartnerCharlotte Lockhart is a co-founding member of the World Wellbeing Movement alongside a number of leading global partners.
• National Maritime Museum (Auckland)minorStrategic or Co-development PartnerAriki, the classic racing yacht restored by Andrew and Charlotte, was re-launched in 2018 at the National Maritime Museum in Auckland where she is now berthed.
• Otago MuseumminorStrategic or Co-development PartnerAndrew and Charlotte are behind the long-term sponsorships of the Perpetual Guardian Planetarium at Otago Museum.
• Museum of New Zealand Te Papa TongarewaminorStrategic or Co-development PartnerAndrew and Charlotte personally gifted $300,000 in funding over three years, resulting in glass balustrades across the Toi Art walkway for accessibility improvements.
• The New Zealand Memorial Museum Trust - Le QuesnoyminorStrategic or Co-development PartnerAndrew and Charlotte were major benefactors to the NZ Memorial Museum Trust which opened in 2023. Andrew was appointed as a trustee at the end of 2023.
• Prince's Trust Aotearoa NZ (King's Trust)minorStrategic or Co-development PartnerAndrew was appointed as a board member at the beginning of 2024 (organization being renamed from Prince's Trust to King's Trust).
• Anton FordecoreStrategic or Co-development PartnerRenowned sculptor and ringatoi/carver who created the Onetangi Waka sculpture from a 700-year-old pōhutukawa tree. Also created sculpture at British High Commission in Wellington in conjunction with Te Āti Awa.
• Sculpture on the GulfminorStrategic or Co-development PartnerAndrew and Charlotte directed Perpetual Guardian's sponsorship of the biennial Sculpture on the Gulf exhibition on Waiheke Island, showcasing works by New Zealand artists.
• Sweet LouiseminorStrategic or Co-development PartnerAfter her diagnosis of metastatic breast cancer in 2021, Charlotte became a significant donor and supporter for Sweet Louise, which provides practical, emotional and social care for New Zealanders living with incurable breast cancer.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Forsyth Barr: NZ-headquartered investment advisory and wealth management firm with full-service wealth, research, and corporate finance capabilities. Comparable as a NZ-domestic financial services brand built around founder relationships, though focused on broking and advisory rather than statutory trustee services.
• Craigs Investment Partners: New Zealand wealth management and investment advisory firm offering portfolio management, advisory, and trustee-related services. Comparable in geographic footprint and high-net-worth client focus, though more weighted toward investment advisory than pure statutory trustee work.

Broad incumbents

• Perpetual Limited: Australia's largest standalone trustee and wealth management business, providing corporate trustee, estate administration, and fiduciary services. Directly comparable to Perpetual Guardian in service offering and regulatory category, though materially larger and ASX-listed; the closest public-market comp for the trustee-services core of the Barnes & Lockhart portfolio.

Direct peers

• Trustees Executors: One of New Zealand's largest trustee companies, offering trust administration, estate planning, and corporate trustee services. Direct competitor to Perpetual Guardian in the NZ statutory trustee market, serving the same high-net-worth and institutional client base.
• Guardian Trust: NZ-based trustee and fiduciary services provider offering personal trust, estate, and corporate trustee services. Direct competitor to Perpetual Guardian with overlapping client base and service offering in the New Zealand fiduciary market.
• Public Trust: New Zealand's state-owned statutory trustee company providing will, estate administration, and trust services. Competes head-to-head with Perpetual Guardian in NZ trustee services and represents the largest incumbent by assets under administration in the same regulatory regime.
• Vidacycle: Earlier brand identity of 4 Day Week Global prior to the 2019 founding of the global entity. Useful as a reference point for the underlying concept that evolved into 4 Day Week Global; not a competitor but the direct predecessor in the founders' advocacy work.

Emerging players

• Stonefields Trust: Smaller NZ-based trust services provider serving private clients and family trusts. Comparable as a NZ trust services competitor, though at significantly smaller scale than Perpetual Guardian and primarily focused on personal/family trust work.

Others

• MyFiduciary: Related platform reference for Perpetual Guardian's broader fiduciary and trust digitization offering. Included as an ecosystem/marketing reference point for the trustee-services subsidiary rather than an independent competitor.
• Complectus Limited: Andrew Barnes is listed as a director of Complectus Limited, the parent of Perpetual Guardian Group. Relevant as the immediate corporate parent structure of the flagship trustee subsidiary rather than a competitive peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/lockhart_charli
• YouTubeyoutube.com/classics4charities
• Facebookfacebook.com/CharlotteLockhart4DayWeekGlobal
• LinkedInlinkedin.com/company/barnes-lockhart
• Instagraminstagram.com/classics4charities

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Barnes & Lockhart