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.