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Fully managed portfolio

Private Portfolio Management Service

Let your Investment Advisers develop a bespoke investment plan for you, based on your goals and parameters. Then relax as we do the rest.

Service overview

Dedicated team

A dedicated team of advisers will expertly manage your portfolio for you, working to deliver on your investment goals within the parameters set by you. They’ll handle all transactions and decisions on your behalf, reporting to you regularly on portfolio performance.

Access high-quality research

Our award-winning research will provide you with insight into key events and market movements across equity, fixed interest and investment strategy research, along with daily and weekly market summaries and economic updates.

Simplified investing

This is an ideal solution if you would prefer to have a professional team focussed on the management, administration and reporting of your portfolio, freeing you up from paperwork and administrative requirements.

A range of digital services

Keep track of your investments from either your mobile or desktop. View your portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.

Included in this service

The Private Portfolio Management Service provides you 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.


Your advisers will work with you to formulate your personalised investment strategy based upon your financial situation, goals, wealth management needs and tolerance for risk. They will provide you with regular updates on portfolio performance, along with comprehensive reporting and regular reviews.

Simple management for income

Your advisory team makes it simple for you to arrange to have regular drawings or lump sums to be paid.

Cash Management

As part of the service, a Cash Management account makes it simple for you to deposit or withdraw funds, invest in other currencies, settle transactions and receive income and dividends from your share portfolio.

You can read more detailed information in our Investment brochure, Scope of service and Service disclosure statement or view useful information to help you choose a financial advice service.

Talk to us

Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.