Private Wealth offers access to Australia’s leading Private Banks, providing Private Banking services exclusively for the clients of Westpac Private Bank, St.George Private and Bank of Melbourne Private.
Private Banking focuses on delivering exceptional client experiences. We appreciate the complexity of the lives of our clients and are well placed to understand their needs by offering first class personalised service.
Our clients have access to a uniquely comprehensive offering, built around their goals and backed by the financial resources of one of the world’s leading financial institutions, the Westpac Group.
We cater to the diverse needs of our clients by providing a spectrum of advice, from the flexibility of ‘Execution-only’ service for wholesale and institutional clients, to the dedicated attention of Comprehensive Advice.
At Private Wealth, we pride ourselves on delivering exceptional thought leadership focused on global and local investment thematics.
We have a team of investment, research and market specialists that are committed to providing clients with insights and access to exclusive opportunities. The investments offered are designed to take advantage of Private Wealth's thematic views and provide investors with opportunities across a range of asset classes and sectors.
As a Private Bank client, you have exclusive access to the Private Wealth Global Investment Service and the Private Wealth Markets service. These services were designed with the High Net Worth client in mind.
The Private Wealth Global Investment Service
Provides thematic-led investment opportunities in Australian and offshore markets. It provides access to listed, unlisted, wholesale and institutional solutions that align with our thematic views.
Private Wealth Markets Service
Clients can access institutional-quality liquidity, pricing and service in listed markets. We provide market insights and solutions for equity risk management and yield enhancement across domestic and international listed securities including equities, exchange traded funds and fixed income securities.
We are Australia’s most awarded Private Wealth business with a total of 44 awards won since 2012, and the trusted financial partner of a select group of High Net Worth individuals.
Our clients come from diverse backgrounds but all share a story of success. A Private Banking relationship is generally of greatest value to clients who have in excess of $1.5m investible assets (excluding the family home but including super) or $2.5m in investments, loans and deposits or $400,000 AUD annual income (all sources).
We are proud to have clients who have been with us for nearly 200 years over four generations.
Creating enduring financial advantage
At Westpac Private Bank, we intimately understand the long-term view and our purpose is to help our clients and their families to create enduring financial advantage for generations.
Net wealth of $100m
With a successful family business spanning three generations, the family requires expertise to help manage their wealth in an integrated way. As the ownership of family assets transitions from the founder to the next generation of siblings and cousins – the way the family work together, invest together and make decisions together becomes more complex. Our team assists the family to manage their wealth in an integrated way by facilitating strategic planning and identifying their vision and values.
Relevant, timely, accessible
St.George Private is all about relationships and bringing key insights directly to our clients. We are dedicated to offering a service tailored to individual needs and being a real alternative to the big 4.
Surgeon with an income of $1m and net wealth of $10 million
As a busy surgeon Catherine works long hours and needs a Private Banker who is available to visit her practice and schedule appointments in between patients. As a client of St.George Private, Catherine can access the specialised service which is ideally suited to medical professionals. Her Private Banker takes care of all her financial needs including assisting with structuring her assets and providing access to the specialist insurance cover she needs.
A truly Victorian Private Bank
Bank of Melbourne Private focuses on delivering valuable relationships and local, personal banking to help High Net Worth Victorians build their future. Being a local bank, we pride ourselves on providing our clients exceptional service.
CEO with a net wealth of $30 million
As the CEO of a large Melbourne institution, David has complex remuneration arrangements and investment advice needs. With a long and successful career, David has a significant equity holding in his company which he is looking to leverage. As a client of Bank of Melbourne Private, David has access to a team who intimately understand his needs and can advise him on equity protection, tax structuring and trust services.
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The information on this website has been prepared and issued by BT Financial Group which is the wealth management arm of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian Credit Licence 233714 (Westpac), and is current as at 9 June 2017. BT Private Wealth is a division of the Westpac Banking Corporation. BT Private Wealth’s Financial Services Guide can be obtained by contacting your Private Banker.
The information on this website is an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. This information may contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.
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Any case studies and examples used on this website are purely for illustration only.
Any taxation information contained in the website are general statements and is for guidance only. It has not been prepared by a registered tax agent. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice.
The Global Investment Service (GIS ) and Private Wealth Markets are available to eligible wholesale clients only and offered by BT Private Nominees Pty Limited (BTPN) ABN 93 000 626 264 AFSL 233727. The wholesale client classification is as defined under Section 761G of the Corporations Act. This communication must not be made available to any retail client and any information in it must not be communicated to any retail client or attributed to BTPN.