For over 40 years BT Portfolio Management has been at the forefront of offering more personalised portfolio management services to our clients. BT Portfolio Management is recognised as one of the more established institutions in the private client sector and is now managing $1.6 billion¹ on behalf of our clients.

We have a long history of serving individuals, private companies, charities and DIY superannuation funds. In fact, some of our clients have been with us for over 25 years.

Our Product Range

BT Portfolio Management provides a range of portfolio offerings designed for the specific requirements of individuals and organisations.

• BT Elect Portfolio
  BT Elect Portfolio is a separately managed account (SMA) offering which provides you with ownership of direct securities by investing in a range of professionally managed Australian share and listed property trust model portfolios.
• BT Private Portfolio
  BT Private Portfolio is an individually managed account (IMA) offering. A dedicated Portfolio Manager creates and manages your portfolio of investments, including direct shares and wholesale managed funds, relevant to your individual situation.

1. as of 31 March 2011