Comparison of services
Find the investment service best suited to you
We offer a range of core services, each providing different levels of guidance and assistance. Use the table to below to find out which service best suits your needs.
Private portfolio management
Fully managed portfolio
At a glance
Create an investment plan with your own team of advisers. Then relax they handle all the decisions and paperwork on your behalf.
Type of advice you’ll receive from us
Your advisory team will act decisively on your behalf to manage your portfolio on a daily basis.
Access to our research and insights
We handle your buying and selling transactions
Gain access to an Investment Adviser
Custodial service
Comprehensive administration and reporting services
We handle all decisions on your behalf
Premium Advisory Service
Build your own portfolio
At a glance
Get the knowledge you need from us to build your portfolio, and let us handle the transactions, monitoring, paperwork, and reporting.
Type of advice you’ll receive from us
Your advisory team will provide you with personalised recommendations, opinions and advice.
Access to our research and insights
We handle your buying and selling transactions
Gain access to an Investment Adviser
Custodial service
Comprehensive administration and reporting services
We handle all decisions on your behalf
Investment Advisory service
Transact with personalised advice
At a glance
Receive advice based on your risk profile and then use our award-winning research to support your own decision-making.
Type of advice you’ll receive from us
Your adviser will provide you with advice specific to your transactions.
Access to our research and insights
We handle your buying and selling transactions
Gain access to an Investment Adviser
Custodial service
Comprehensive administration and reporting services
We handle all decisions on your behalf
Investment transaction services
Buy and sell
At a glance
Simplify buying and selling shares and securities with our direct links to NZX and international stock markets.
Type of advice you’ll receive from us
Use our research to make your own informed decisions.
Access to our research and insights
We handle your buying and selling transactions
Gain access to an Investment Adviser
Custodial service
Comprehensive administration and reporting services
We handle all decisions on your behalf
Still deciding?
Speak to one of our Investment Advisers for more assistance in choosing the right Investment Service.