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.
Tailored solutions to suit you
Our Portfolio Administration Service offers three investment options, from the dedicated attention of our full-service offer to our execution-only service for independent investors.
We’ll actively manage and monitor your portfolio for you to ensure it aligns with our latest recommendations.
Manage your own investments, while receiving advice and recommendations from us.
Use our platform, but manage all aspects of your investments yourself, with no advice or recommendations from us.
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.
Fund Updates and Product Disclosure Statement
The Private Wealth Series Fund Updates provide details on fund performance and fees.
Fund Updates for period ending 30 June 2018:
- Cash Fund PDF 726KB
- NZ Fixed Interest Fund PDF 779KB
- International Fixed Interest Fund PDF 775KB
- Australasian Equity Fund PDF 768KB
- International Equity Fund PDF 812KB
Fund Updates for period ending 31 March 2018:
- Cash Fund pdf 661kb
- NZ Fixed Interest Fund pdf 733kb
- International Fixed Interest Fund pdf 716kb
- Australasian Equity Fund pdf 700kb
- International Equity Fund pdf 733kb
Fund Updates for period ending 31 December 2017:
- Cash Fund PDF 592 KB
- NZ Fixed Interest Fund PDF 629 KB
- International Fixed Interest Fund PDF 635 KB
- Australasian Equity Fund PDF 626 KB
- International Equity Fund PDF 656 KB
Fund Updates for period ending 30 September 2017:
- Cash Fund PDF 597 KB
- NZ Fixed Interest Fund PDF 632 KB
- International Fixed Interest Fund PDF 627 KB
- Australasian Equity Fund PDF 624 KB
- International Equity Fund PDF 662 KB
Fund Updates for period ending 30 June 2017:
- Cash Fund PDF 300 KB
- NZ Fixed Interest Fund PDF 300 KB
- International Fixed Interest Fund PDF 300 KB
- Australasian Equity Fund PDF 300 KB
- International Equity Fund PDF 300 KB
View the Private Wealth Series Product Disclosure Statement PDF 197 KB. Or, ask your Private Banker for a copy.
Annual Reports and Financial Statements
- 2018 Private Wealth Series Annual Report PDF 130 KB
- 2018 Private Wealth Series Annual Financial Statements PDF 700 KB
Other Material Information Documents
|Market Indices PDF 362KB|
|How Money is Managed PDF 390KB|
|Conflicts of Interest PDF 380KB|
|Other Risks PDF 390KB|
|Other Important Information PDF 357KB|
|Valuation and Pricing Methodology PDF 323KB