Portfolio management

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 $2.2 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. More about BT Elect Portfolio.
  • 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. More about BT Private Portfolio.

 

1 as at 1 March 2007