Specialist advice
Your Private Wealth Adviser will work closely with a team of industry specialists, to build investment solutions to help you achieve your goals.
Investment strategies
We have Private Wealth Advisers who can discuss investment strategies with you. They can help preserve your capital base, while growing your wealth.
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Investment advice and insights
Informed insights
Market research and insights support your Private Wealth Adviser to make recommendations about product and fund options suited to your investor risk profile.
Online portfolio
Review and monitor your investment portfolio online in real-time, using WealthNet, our investment platform.
Portfolio management
Our Private Bank Advisory Service,^ provided by our team of wealth experts, takes the complexity, effort, and time out of investing.
Access to global markets
With the Private Bank Advisory Service you’ll receive specialist advice on the Private Wealth Series which contains a range of funds providing diverse investment exposure across geography to different asset classes and industry sectors.
Regular reviews through cycles
We regularly review our investment strategies and chosen investment managers, to make sure your portfolio changes with market conditions, and can deliver through different economic cycles.
Monitoring performance
We’ll ensure your portfolio remains aligned with your advised strategy – and your goals.
Private Wealth Series
As a Private Banking client, you’ll receive specialist advice on the Private Wealth Series, which is managed by BNZ Investment Services Limited. The Private Wealth Series contains a range of funds that you can invest in. BNZ Investment Services Limited provides you with access to leading investment managers from New Zealand and around the world.
Product Disclosure Statement
BNZ Investment Services Limited is the Issuer and Manager of Private Wealth Series.
- A replacement Product Disclosure Statement for Private Wealth Series has been lodged at www.disclose-register.companiesoffice.govt.nz (search for Private Wealth Series).
- Download a copy of the current Private Wealth Series Product Disclosure Statement (PDF 917KB), or pick up a copy from a BNZ Branch.
Other material information and climate-related disclosures
- More information about Private Wealth Series (PDF 1.6MB)
- 2025 Private Wealth Series climate-related disclosures (PDF 557KB)
Fund updates and more
Private Wealth Series fund updates provide details on fund performance and fees.
Private Wealth Series Immigration Investor Series
You can find information on the Private Wealth Series Immigration Investor Series funds (including the Product Disclosure Statement for those funds) on our investor migrant page.
BNZ Investment Services Limited, a wholly owned subsidiary of Harbour Asset Management Limited, is the Issuer and Manager of Private Wealth Series.
Investments in Private Wealth Series are not bank deposits or other liabilities of Bank of New Zealand (BNZ) or any other member of the National Australia Bank Limited group. They are subject to investment risk, including possible delays in repayment. You could get back less than the total contributed. No person (including the New Zealand Government) guarantees (either fully or in part) the performance or returns of Private Wealth Series or the repayment of amounts contributed. National Australia Bank Limited, the ultimate owner of BNZ, is not a registered bank in New Zealand but a licensed bank in Australia and is not authorised to offer the products and services mentioned on this webpage to customers in New Zealand.
BNZ Investment Services Limited (BNZISL) uses the BNZ brand under licence from Bank of New Zealand, whose ultimate parent company is National Australia Bank Limited. No member of the FirstCape group (including BNZISL) is a member of the NAB group of companies (NAB Group). No member of the NAB Group (including Bank of New Zealand) guarantees, or supports, the performance of any member of FirstCape group’s obligations to any party.
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