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. 

Specialist input

Your Private Banker will work closely with our team of experts to build investment solutions to help you achieve your goals, while minimising risk.

Informed insights

Our analysts are always researching investment managers and monitoring market trends to ensure your investment is always in line with your goals.

World-class platform

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. 

Global exposure

You’ll access a diverse range of global investment markets, giving you exposure to different asset classes across many sectors and industries. 

Regular review

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.

Fund updates

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 340KB, or pick up a copy from a BNZ Branch

Other material information documents

Who manages my money? PDF 731KB
More information about Private Wealth Series PDF 650KB