We take a holistic approach to financial advice
Bank of New Zealand Private Bank provides a highly customised and personalised service for wealthy individuals, family trusts and institutions looking for tailored investment advice, finance, risk protection and everyday banking services. We aim to establish and build a lasting relationship with you and your family based on trust, quality advice and expertise.
To make a private enquiry
If privacy, discretion and a highly customised approach interest you, we welcome the opportunity to talk through what you’re looking for and how we may be able to help.
Call us on 0800 477 077 or take a few moments to fill in your details and we’ll get in touch.Direct Enquiry
WHY BNZ PRIVATE BANK?
Our network covers New Zealand, so we’re likely to be where you are
Decisions are made locally, meaning we’re better equipped to deliver relevant products and service based on your circumstances.
We provide investment advice and a suite of financial and banking services
We help high income and wealthy individuals, NPO’s and Trusts manage and grow their wealth. Where required, we engage specialists to assist in areas such as interest and currency risk management and property finance.
We don’t have an internal investment bias
We select, approve and recommend products for clients on a best of breed approach. A dual level of governance ensures best practice is adopted across the entire business.
We leverage external consultants to educate our clients on trustee and governance advice for institutions that have a board or trustee services who oversee the management of funds
Typically these organisations include charitable organisations, iwi, schools, councils or clients who have an investment portfolio they manage.
(Fees may apply)
Our Private Bankers are qualified Authorised Financial Advisors (AFAs), ably supported by their Associates
We also offer a dedicated Private Bank phone support team for all general banking enquiries.
Winner of "Best Private Bank in New Zealand"
We’re proud to have been named "Best Private Bank in New Zealand" in the PWM/The Banker Global Private Banking Awards 2015. These awards recognise and reward excellence in wealth management, the world over.
This year’s win echoes our previous successes, having received the same award in 2013, and in 2014 being awarded "Private Bank of the Year New Zealand" in the International Banker 2014 Australasia Banking Awards.
Receiving these international accolades recognises our continued commitment to helping our Private Bank clients to manage, grow and protect their wealth.
PRIVATE WEALTH SERIES
The Private Wealth Series is a range of sector-specific funds specially developed to give investors access to leading investment managers from New Zealand and around the world.
Managed by BNZ Investment Services Limited, the Private Wealth Series is available to clients via BNZ’s Portfolio Administration Service. To find out how to access these funds, talk to one of our Private Bankers.
Product Disclosure Statement
A Product Disclosure Statement has been lodged on the Disclose Register on 1 February 2017. You can also download a copy of the Product Disclosure Statement, or ask your Private Banker or Wealth Adviser for a copy.
Find out more in the Private Wealth Series Product Disclosure Statement.
Key information about the Private Wealth Series funds, including how they have performed and what fees have been charged, can be found in the Private Wealth Series Fund Updates.
Private Wealth Series Fund Updates, for the period ending 31 March 2017:
- Fund Update – Cash Fund
- Fund Update - NZ Fixed Interest Fund
- Fund Update – International Fixed Interest Fund
- Fund Update – Australasian Equity Fund
- Fund Update – International Equity Fund
Service Disclosure Statement
Here you can find a copy of BNZ’s current Service Disclosure Statement (SDS) for our Model Portfolio Service. This document sets out how we will manage your investments under this service.