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Portfolio Services


Forsyth Barr is a very substantial provider of both portfolio advisory and portfolio management services. These services utilise our complete capabilities and expertise to provide you with a unique customised portfolio. 

Whether you are saving or in retirement, seeking provision of income or capital growth, we can help plan your portfolio of investments to meet your long-term objectives. 

These are comprehensive portfolio services, including taking care of all the administration, record-keeping and safe custody for your investments. 

Premium Advisory Service
Our Premium Advisory Service gives you access to all areas of our expertise...while you make the investment decisions.

Find out more about the Premium Advisory Service.
Download a Premium Advisory Service Brochure.

Private Portfolio Management
Private Portfolio Management provides you with the confidence that day-to-day management of your investments is taken care of.

Find out more about Private Portfolio Management. 
Download a Private Portfolio Management Brochure


Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.