Personalised investment strategies

Investment strategies designed to help preserve your capital base, while growing your wealth.

Invest with Private Bank

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.

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.

Full service

We’ll actively manage and monitor your portfolio for you to ensure it aligns with our latest recommendations.

Hands-on

Manage your own investments, while receiving advice and recommendations from us.

Execution-only

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 31 December 2018:
Fund Updates for period ending 30 September 2018:
Fund Updates for period ending 30 June 2018: 

Fund Updates for period ending 31 March 2018: 

Fund Updates for period ending 31 December 2017:

Fund Updates for period ending 30 September 2017:

Fund Updates for period ending 30 June 2017:

View the Private Wealth Series Product Disclosure Statement PDF 197 KB. Or, ask your Private Banker for a copy.

Annual Reports and Financial Statements

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

Product Disclosure Statement

BNZ Investment Services Limited, is the Issuer and Manager of Private Wealth Series. A 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 795KB, or pick up a copy from a BNZ Branch.