Investment services

When you invest with ANZ Private, we know that you trust us with much more than money - you're asking us to help you deliver your financial future. It's a responsibility we take very seriously, with comprehensive investment services and an astute, carefully considered investment approach.

How ANZ can help

We offer a wide range of investment services that enable you to invest the way you want to - whether it's through a portfolio we manage on your behalf or a purely transaction-based service where you make the decisions on where and when you invest.

Services

Portfolio approach

Investment
management
service

This service delivers a fully managed portfolio tailored to meet your personal financial requirements.

As an investment management client, you will receive detailed reports on the performance of your portfolio.

Reports outlining detailed information on the performance of your investments are printed and sent to you quarterly.
You will also receive our in-house 'Investment Update' publication on a quarterly basis.
'Investment Update' provides you with information and commentary about the markets and our investment views, provided by our Chief Investment Officer, Head of Investments and other senior investment team members.

Trading Service

Our Trading Service gives you control of your assets while allowing you to benefit from our expertise, our strong broker relationships and our access to capital markets.

You will gain access to new investment opportunities as they come to market, and you will be able to use the services of an experienced Private Banker to transact your own investment choices on a no-advice basis.

Investments Online

This is a secure and easy to use on-line service.

It enables you to view information on your investment portfolio, such as portfolio valuations and cash transaction schedules that are updated on a regular basis.
It provides online access to research, commentaries, general investment information and many other features.
ANZ Private Investments Online

Our main investment goal is to increase your wealth over time, with a focus on preserving your capital and reducing portfolio risk. We apply our view of investment markets and opportunities in order to deliver this.

Our strategy

We aim to deliver astute, structured and workable local and global investment strategies for all asset classes - cash, fixed interest securities, international and Australasian shares (including listed property shares) - and to review the best way of delivering these.

ANZ Investment Committee

ANZ Private has its own independent and well resourced investment capability led by the Bank's Chief Investment Officer, Private Bank's Head of Investments and our investment team.

ANZ Private's investment strategies are developed by an Investment Committee including ANZ National Bank specialists, such as the Chief Economist and the Treasurer, an independent consultant, and investment professionals within ANZ Private. We also benefit from extensive and up-to-date information and research from experts in New Zealand and around the world - both within the ANZ Group and in independent global research houses.

More information

For more information on ANZ Private investment services:

Contact an ANZ Private Banker

Enquire online

Full details of all products, including fees, terms and conditions, investment statements (where applicable), lending and eligibility criteria, and your Private Banker's Authorised Financial Adviser disclosure statement prepared under the Financial Advisers Act 2008, are available on request and free of charge by contacting your Private Banker.

A copy of the Bank's General Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any ANZ branch, free of charge.