Your unique investment service

The BT Private Wealth Global Investment Service is offered exclusively to high net worth clients seeking listed and unlisted investment opportunities in Australian and offshore markets.

The investments offered are designed to take advantage of BT Private Wealth's thematic views and provide investors opportunities across a range of asset classes and sectors.

Opportunities through the Global Investment Service

  • A comprehensive execution service for listed securities
  • An experienced team who can discuss specific holdings, the market and strategies to buy or sell a security
  • Market information, observations and insights
  • Access to primary and secondary market opportunities
  • Solutions for equity risk management and equity yield enhancement
  • Tailored and structured solutions across listed securities
  • Thematic-led, global investment opportunities, supported by robust investment, due diligence and ongoing reporting
  • Asset classes include cash, managed solutions, equities, fixed income and credit, structured notes, venture capital, private equity and bespoke investment solutions
  • Cash account options across AUD, USD, GBP and EUR
  • Custody, execution and reporting service
  • Ongoing investment monitoring and supporting commentary

Insight for investors

Market Observations

  • An overview of the key local and global market events and the meaning for investors
  • Topics across Fixed Income, Equities and Foreign Exchange markets - we identify key themes within these markets, filtering the 'noise' to provide insight and actionable ideas
  • Thematic-led investment opportunities and solutions
  • Perspectives, written by our Chief Investment Director, shares insights on global market dynamics

Please contact your Private Banker to obtain your email copy of these publications.

Expertise at BT Private Wealth

BT Private Wealth is committed to helping high net worth clients grow, manage and protect their wealth to create a better financial future. We provide a whole of wealth offering, which provides a spectrum of advice from the flexibility of an execution-only service for wholesale clients, to general financial product advice across a range of domestic and global investment solutions, through to the dedicated attention of a comprehensive offering.

BT Private Wealth has a team of investment, research and market specialists that are committed to providing clients with insights and access to opportunities.

BT Private Wealth is a division of Westpac Banking Corporation and provides wealth services exclusively for the Private Banks within the Westpac Group including Bank of Melbourne Private, St.George Private and Westpac Private Bank.

Please contact us