Our Private Portfolio Service

Our private portfolio service provides a way for individuals, trusts and charities to have their wealth managed professionally and personally.

What do we offer?
You’ve worked hard to accumulate your wealth, but managing it properly is no easy task. It requires time and effort, an intimate knowledge of financial markets, sound investment judgement, accurate monitoring of returns, and systems to ensure safe title to your securities. These tasks require continuous attention; it is not enough to look at your investment portfolio once a year and then put it in the bottom drawer.

Our private portfolio service ensures your wealth is professionally managed and that you receive clear and detailed reporting on your holdings. We have a 22-year track record of investment performance and prudent wealth management, and importantly, our own wealth is managed alongside yours. Yes, we are clients too, and picky ones at that.

How does it work?
We take responsibility for managing your wealth after we have confirmed with you your investment objectives and tolerance for risk. You then leave us with the discretion to decide where your funds are invested. We invest in high quality, liquid international shares and fund managers; corporate bonds, term deposits and bond funds; and cash (both New Zealand and the major global currencies).

We keep you well informed with regular and detailed reports so that you (and your trustees) have a clear overview of where your wealth is invested, the fees you pay and your investment returns.

We charge one clear fee for our services. We will not attempt to sell you finance, banking or insurance products or services; nor do we pay or receive any commissions.

We currently manage private portfolios ranging in size from $50,000 to those worth tens of millions.  If you are interested in finding out more about our private portfolio service, please contact an investment adviser, or take advantage of our free investment review service.