Tailored investment service for wholesale clients

Customised Investment Solutions

Work with your Forsyth Barr Investment Management Team to design a unique investment approach with a bespoke Statement of Investment Policy and Objectives (SIPO). Your team will undertake the associated investment portfolio management or monitoring, including custodial, execution, and reporting functions.

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Service Overview

Dedicated team

You will work with a highly experienced, local and directly accountable Investment Management team supported by our Portfolio Advisory Group and senior members of Forsyth Barr’s research and management group.

Suitability

An investment service that may suit you if you are a wholesale client and are either an incorporated society, charitable trust, or other incorporated entity. The service may also suit you if you are a family office, an Active Investor Plus visa applicant or otherwise meet our criteria for this service. You can contact us to discuss if this service is suitable for you.

Tailored asset management

Your dedicated team will help you to design a unique investment mandate, defined in a SIPO, creating an investment solution that aligns with your needs, values, and any Responsible Investment objectives. We will then construct a bespoke investment portfolio built on world-class local and international research and partnerships which provide you with opportunities in both public and private markets.

Active Investor Plus

If you’re an Active Investor Plus visa applicant, this service can provide you with the guidance and advice to support your investment into "acceptable investments", while providing simplified administration and reporting. We have extensive experience and capability across both public and private markets, as well as providing investment services for immigration purposes. You can read more detailed information in our Investment Solutions for Active Investor Plus Visa Applicants brochure.

Included in this service

A dedicated Investment Management Team working with you to meet your investment objectives within the parameters set in an agreed SIPO.

Investment Adviser

Develop (or review) and agree a SIPO with your Investment Management Team and review this periodically. Their understanding of your investment time horizon, objectives, wealth management needs and tolerance for risk will inform the advice they provide.

Administration & reporting

Receive comprehensive management and safe-custody administration services and regular reports, including year-end tax reporting.

Portfolio management

If the discretionary service is right for you, we can make investing easy. Have us put our time and resources into handling all the transactions and decisions on your behalf (in accordance with your SIPO).

Cash management

Have the freedom to deposit or withdraw funds, invest in other currencies, settle transactions and receive income and dividends from your share portfolio with your own cash management account.

Research

Have access to information about key events and market movements by accessing equity, fixed interest and investment strategy research, daily and weekly market summaries and economic updates.

Web and app access

Keep track of your investments and monitor financial news and market movement by logging in to your account on our website or via the Forsyth Barr app on your Android or iOS device.

You can read more detailed information in our Investment brochure and Scope of service or view useful information to help you choose a financial advice service.

If you are an Active Investor Plus Visa Applicant, you can read more detailed information on our investment solution for your immigration needs in our Active Investor Plus brochure.

Fully discretionary service

A dedicated Investment Management Team will make all the investment decisions in accordance with your SIPO, and manage your investment portfolio on a daily basis.

Non-discretionary service

Receive advice in accordance with your SIPO from your Investment Management Team, including opinions and recommendations on transacting in markets and securities. Have us transact on your instruction and provide you with comprehensive administration and reporting.

Talk to us

Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.

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