Investments

We offer three investment services to help you grow your wealth. You can choose to benefit from the ease, convenience and expertise of our investment decision-making and portfolio management, or you can choose to manage your own investments if you prefer.

 

Discretionary investment management service

Your Private Banker will work closely with you to identify the right investment strategy for you. Once this is agreed, your portfolio will be managed by our experienced investment management team. Some of the key features and benefits of our service include:

  • Active investment decision making: your portfolio is actively managed by our highly experienced investment management team.
  • Diversified strategies: your portfolio will invest in a broad range of investments across asset classes and regions.
  • Access to your portfolio’s information: you will receive regular reporting to help keep you up to date with your portfolio.

Your Private Banker also stays in touch to make sure your portfolio continues to meet your goals.

 

Trading service

Our transaction-only trading service allows you to manage your own investments if you prefer.

This service allows you to make your own decisions on investments, and you can choose how you’d like them executed. We don’t give advice, but we do give you:

  • The ability to trade: you can choose to trade yourself, or tell us your investment choices and we’ll do the trading for you
  • New opportunities: details of selected investment opportunities as they come to market
  • Custody service (optional): if you choose to hold your investments in custody with us, we provide a comprehensive administration service that includes income collection, tax deduction, regular reporting and year-end tax summaries.

If you choose to hold your investments in custody with us, we provide a comprehensive administration service that includes income collection, tax deduction, regular reporting and end-of-year tax summaries.

 

Wholesale investment service

This service has been designed to give you the flexibility to select your own asset allocation while at the same time, you’ll benefit from the ease, convenience and expertise of our decision-making and portfolio management.

This service is available exclusively to wholesale investors. Your Private Banker will be able to provide more information about what it means to be a wholesale investor.

 

ANZ Investments Online

Investments Online is an exclusive service for clients of ANZ Private. In addition to viewing exclusive market commentary, you can keep track of your ANZ Private Portfolio and, if applicable, trade independently using our transaction-only trading service.

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