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BT Private Portfolio Management is an exclusive investment management service catering for the specific needs of those with $1,000,000 or more to invest.

Each of our clients has a dedicated portfolio manager who provides professional investment management on a daily basis, along with annual face-to-face reviews. Our portfolio managers draw on the expertise of more than 40 investment professionals to assist in the management of your assets.

Investment options
The service offers a range of diversified investment portfolio options including Australian and international shares, Australian and international bonds, listed property trusts and cash.

View and compare our range of Private Portfolio Management investment options.

Flexibility of individual ownership
While this service removes the burden of do-it-yourself financial management, you remain in ultimate control of your investments. You can draw or reinvest income as required or realise your investment for cash if needed. Your portfolio can also be used as security for borrowing additional investment funds.

Convenience
We take care of general administration and custody issues for your portfolio. Our reporting makes it easier during tax time and quarterly investment reports keep you up-to-date on your returns.

Competitive fee structure
There are no entry or exit fees. Competitive ongoing management fees apply which may be tax deductible. The management fees are based on the level of assets under management.

A financial planner can assist you in determining the investment strategy that may be right for you.