Private Portfolio Management Service
Let your Investment Advisers develop a bespoke investment plan for you, based on your goals and parameters. Then relax as they do the rest.
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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.
What's 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.
Highly-personalised
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 PPM brochure, 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.
FAQs
The Fully Managed Portfolio (Private Portfolio Management) service is a discretionary investment management solution where a dedicated team of Forsyth Barr Investment Advisers develops an investment plan based on your goals and parameters, and then manages your portfolio on your behalf, including all transactions and decisions.
This service is ideal if you want a professional team to handle day-to-day management, administration, and reporting of your investments, freeing you from paperwork while aiming to meet your long-term financial objectives.
It includes a personalised investment strategy tailored to your financial situation and risk tolerance, regular performance reporting and reviews, access to high-quality Forsyth Barr research, and a Cash Management account to simplify deposits, withdrawals, and income handling.
Your Investment Advisers work with you to formulate a strategy based on your goals, wealth management needs, and risk tolerance. They provide ongoing updates and reviews to keep your portfolio aligned with your objectives.
You can stay informed with regular reporting from your advisory team and use Forsyth Barr’s digital services (mobile/desktop) to monitor your investments, view key reports, and access research and market updates.