Private Portfolio Management When your investments become a more significant asset as an individual or Trustee, certain investment privileges and opportunities exist. Larger sums allow private clients or Trustees to diversify their investment without needing to pool money with others in publicly available investment funds. A strategy is required upon which sound investment decisions can be made - reflecting the individual requirements of the investor and simplification of the administration involved in managing a portfolio. Forsyth Barr’s Private Portfolio Management is designed specifically to meet the needs of the larger investor or the Trustee. Our clients authorise us to manage their investments on a day to day basis with specific reference to agreed objectives. Regular reporting ensures that investors are informed at all times and a comprehensive administration programme holds all documentation for the investor, including end of year financial statements for tax purposes.