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Investment Advisory Service

Buy and sell investments supported by our award-winning research and receive investment advice based on your investment risk-profile.

Service overview

Investment advice

Leverage Forsyth Barr’s expertise to help you make informed buy and sell decisions. Our investment advice and management of transactions across shares and fixed interest securities will support you in your decision-making and portfolio management.

Access high-quality research

Our award-winning research will provide you with insight into key events and market movements across equity, fixed interest and investment strategy research, along with daily and weekly market summaries and economic updates.

A range of digital services

Keep track of your investments from either your mobile or desktop. View your portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.

Included in this service

The Investment Advisory Service gives you access to your own Investment Adviser to handle your transactions and provide you with advice, plus our research, market summaries and economic updates.

Cash management

As part of the service, a cash management account makes it simple for you to deposit or withdraw funds, invest in other currencies, settle transactions and receive income and dividends from your share portfolio.

Custody

If you choose, have your assets held in a safe custodial service on your behalf, and simplify the process of receiving income and dividends from your local and international share portfolio.

A range of digital services

Keep track of your investments from either your mobile or desktop. View your custodial portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.

You can read more detailed information in our Investment brochureScope of service and Service disclosure statement or view useful information to help you choose a financial advice service.


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.