BT Private Portfolio

The BT Private Portfolio service is an investment management service designed for individuals and organisations with specific investment requirements.

Through the service your personal Portfolio Manager provides professional and tax effective management of your investments – supported by comprehensive reporting – and works in association with your financial adviser and/or relationship manager to look after your needs.

As an investor with BT Private Portfolio, you have access to a diverse range of investment choices. The service focuses on direct shares and listed property with access to other asset classes through funds managed by BT’s in-house team and funds managed through strategic alliances with global investment managers.

The minimum investment for BT Private Portfolio is $2,000,000.

Benefits of investing in BT Private Portfolio

BT Private Portfolio is more than just investing. You’re creating a partnership between you, your financial adviser and your BT Private Portfolio Manager, with the mutual aim of developing a tax-effective, efficient investment portfolio designed specifically for you.

For more information

To maximise the benefits of the BT Private Portfolio offering, you should consider working with a financial adviser.

Financial advisers play an important role in matching your objectives and risk/return profile to the various blue prints and how the managed funds offered by BT Private Portfolio.

BT Private Portfolio is distributed via Westpac Financial Planning and Magnitude Financial Planning.

To find out more information on BT Private Portfolio contact us by either: