Browsing public site

Fully managed portfolio

Private Portfolio Management Service

Establish and agree your investment goals and parameters with your Investment Advisers and let us do the rest.

Who uses this service?

Our Private Portfolio Management service suits investors who:

  • Are wanting to give their Investment Advisers discretion to act on their behalf in managing their investment portfolio.
  • Would like the option to arrange regular drawings or lump sums to be paid.
  • Are preparing for retirement, have sold a property, farm or business, or have received a sum of money requiring investment.
  • Are wanting the complex administration and reporting requirements of their bespoke investment portfolio to be simplified and managed by a professional team.

Included in this service

A dedicated investment advisory team authorised by you to act on your behalf and manage your portfolio on a daily basis, delivering against the goals and parameters you have set.

Investment adviser

Formulate your personalised investment strategy with your advisers. Let them handle all transactions and decisions on your behalf, and have them report back regularly on your portfolio.

Portfolio management

Make investing easy. Have us put our time and resources into the management, administration and reporting of your portfolio. Use our services to free yourself from paperwork and administrative requirements.

Cash management

Use your Cash Management account to settle transactions and receive income and dividends from your share portfolio.

Research

Have access to information about key events and market movements by accessing equity, fixed interest and investment strategy research, daily and weekly market summaries and economic updates.

Web and app access

Keep track of your investments, monitor financial news and market movement by logging in to your account on our website or via the Forsyth Barr app on your Android or iOS device.

You can read more detailed information in our Investment brochure, scope of service and service disclosure statement.


Invest with confidence

Expert Advisers

Forsyth Barr has a team of experienced Investment Advisers throughout New Zealand, delivering comprehensive, research-based investment advice. They are experts in building, managing and administering portfolios on behalf of clients.

Local and Global Research

The advice we deliver clients is informed by the best in local and global research. At the 2019 INFINZ Awards Forsyth Barr was rated first for Strategy and Quantitative research for the sixth consecutive year.

A leading New Zealand investment firm

Since 1936, Forsyth Barr has been proudly New Zealand and staff-owned. Today, we are one of New Zealand’s largest wealth management firms. We believe it is our independence, expertise and single-minded focus on client success that delivers the best possible outcomes for clients.

New Zealand-wide

We have 21 offices, and over 350 staff, across the country. This reflects our belief that no matter where you are in New Zealand, you should have access to world-class advice to help you grow and manage your wealth.

Still wondering if this service is right for you?

Our advisers are here to help

Talk with one of our investment advisers.  They will explain the benefits of each of our range of services, and help you decide which service might be right for you.