01. Enquire
Whether you’re starting your investment journey or well into it, call us today - we’re here to help.
ASB Portfolio Series
ASB Portfolio Series is a discretionary investment management service for those with significant funds to invest.
Benefits at a glance
- You can trust our investment experts to manage the investment strategy for you
- You can save time and effort usually needed to research, build and manage a similar portfolio on your own
- You’ll see a consolidated view of your portfolio and easily monitor your investments through the Aegis investment platform, an electronic investment administration service
- You’ll have access to financial products that you might not otherwise be able to invest in
- You can see the latest market reviews and your investment performance at any time
Is it right for me?
Portfolio Series could be right for you if:
- You have significant funds to invest.
- You're investing for the future.
- You want an investment portfolio without the administrative hassle.
- You want peace of mind your portfolio is being managed by experts who understand investing.
- You want access to comprehensive reports on your portfolio and market updates to understand how your investments are doing.
Portfolio Series is offered exclusively through the ASB Wealth Advisory Service and is only provided when one of our Wealth Managers recommends it. Our guide What a Wealth Manager can do for me, explains more.
For more information, see our ASB Portfolio Series Service Disclosure Statement and ASB Portfolio Series Client Agreement.
What to expect
02. Understand
Tell us what you want to achieve. We'll prepare an investment plan just for you.
03. Invest
Understand your investment plan and have your investment set up.
04. Review
Regular investment reviews with your ASB Wealth Manager help you stay on track.
Guides to get you there
Invest now with ASB
Get more with ASB
Understand our investment advice process
If you’d like to know more about our investment advice process and how we invest your money, check out our Wealth Advisory service.
Check-in anywhere, anytime with ASB
Whether you’re an early bird or a night owl, you can check your investment balance online, anytime.
Premium or Private Banking
If your investment needs go beyond the everyday, you might qualify for Premium or Private Banking. Get a dedicated Private or Premium Manager on call to help you with your complex banking needs, plus access to key specialists across the ASB Group.
Learn more with our market updates
Check our ASB Investment Funds Market Review and our economic research centre for market updates and economic reports to help you keep up to date.
We’re here to help you
Frequently asked questions
Manage your investments
ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.
Disclaimer: The information contained in this ASB website is for informational purposes and is designed for use by New Zealand residents only. No person guarantees the financial services or products offered or any of the investments or returns made in respect of the financial services or products. The financial services and products offered are subject to investment risk including loss of income and principal invested.
