Private Portfolio Management If you want to determine the investment parameters, without being involved in the day-to-day management of your investments, Private Portfolio Management provides this service.  Your financial circumstances allow you to take advantage of the privileges and opportunities available through a privately managed account, which is exclusive to you.  Your Portfolio  You determine the approach  We discuss your requirements and together develop an approach that will suit your circumstances. You can be assured that all subsequent investments will reflect your instructions and the agreed objectives.  Customised strategy Your portfolio is individual to you. With a privately managed account you directly own a range of specifically selected investments.  Professional management  Your Investment Advisor provides the day-to-day management of your portfolio. This is undertaken within the parameters of Forsyth Barr’s detailed investment guidelines, procedures and compliance program.  Research driven Accessing quality research from our highly regarded research team and network of international affiliates is central to all investment decisions that are undertaken. Administration taken care of Our complete administration and safe custody service frees you up from all the paperwork and details that are a necessary part of sound investment management.  We report to you At the end of each quarter, or as required, we provide you with a comprehensive set of reports regarding your portfolio, ensuring that you are fully informed at all times.  “Private Portfolio management provides you with the confidence that day-to-day management of your investments is taken care of”. Who uses Private Portfolio Management? Find out if this service is suitable for your needs. Learn more about the Private Portfolio Management investment process. Find out more about our reporting, administration and safe custody. What are the charges? Find out about our competitive fees. Download a Private Portfolio Management brochure. Taking the next step You deserve to have your investments managed to your best advantage.  You should be confident that your investment portfolio is working effectively for you both now and in the future. This will free up your time to do the things you most want to do. We aim to make this whole process simple for you.  Contact us: We invite you to take the next step towards more successful investing – call us now to discuss Private Portfolio Management.  “Our future is about your future. A long and proud history stands behind us. Our commitment is to continue to provide the highest levels of service for all our clients”. Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.