Personalised investment strategies
Investment strategies designed to help preserve your capital base, while growing your wealth.
Expertise and advice you can trust
We work with only the best local and global investment managers, so you can be sure your portfolio is in good hands. Investment experts ensure your portfolio is always aligned with your goals.
Your Private Banker will work closely with our team of experts to build investment solutions to help you achieve your goals, while minimising risk.
Our analysts are always researching investment managers and monitoring market trends to ensure your investment is always in line with your goals.
View your portfolio in real time online, anywhere, anytime, using our world-class investment platform, WealthNet.
Full-service investment management
Our Portfolio Administration Service takes the complexity, effort, and time out of investing. We work with you to find the right BNZ investment strategy to meet your goals, then we manage all aspects of your portfolio for you.
You’ll access a diverse range of global investment markets, giving you exposure to different asset classes across many sectors and industries.
We regularly review our strategies and chosen investment managers, so your portfolio can deliver through different economic and market cycles.
Managed for you
We’ll actively monitor and manage your portfolio, making sure it aligns with our latest recommendations - and your goals.
Private Wealth Series
The Private Wealth Series is a range of sector-specific funds developed especially for BNZ that gives investors access to leading investment managers from New Zealand and around the world. Managed by BNZ Investment Services Limited, the Private Wealth Series is available to clients through our Portfolio Administration Service.
Product Disclosure Statement
BNZ Investment Services Limited, is the Issuer and Manager of Private Wealth Series. A replacement Product Disclosure Statement for Private Wealth Series has been lodged at www.disclose-register.companiesoffice.govt.nz (search for Private Wealth Series).
Download a copy of the current Private Wealth Series Product Disclosure Statement PDF 311KB, or pick up a copy from a BNZ Branch.
Other material information documents
|Who manages my money? PDF 159KB|
|More information about Private Wealth Series PDF 2.3MB|