INVESTMENT SERVICES

With unstinting focus on client objectives and capital preservation, BancorpTrust Investments provide high-touch investment expertise that centres on diversified solutions and a service-led approach to portfolio management. Our investment process is as disciplined as it is creative – ensuring tailored solutions with robust results.

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

INTRODUCING BANCORPTRUST INVEST

A simple way to make the most of your money without getting advice. In just a few clicks you can invest in one of five expertly managed funds. You choose how much you want to put in and for how long, your preferred level of risk and whether it should be part of an ISA, pension or general investment account. You can also transfer existing ISAs and pensions to us. We’ll do the rest.

Our team of investment specialists actively manage and closely monitor the asset allocation of the funds – called the Personal Portfolio Funds – to maximise returns within your chosen risk level.

You can get started with as little as $500 and make regular contributions from $50.

DISCRETIONARY INVESTMENTS

BancorpTrust offers a range of discretionary managed investments, aligned to a defined risk profile that helps to ensure your investment is appropriately constructed to match your needs and meet your goals.

ADVISED INVESTMENTS

Partnering with you to manage your portfolios, BancorpTrust Investments will support your investment decisions and help you to achieve your investment goals.

INVESTMENT STRUCTURING

With access to an extensive range of investment structures, BancorpTrust experts will draw on the most effective and efficient wrappers for your investments, your circumstances and your objectives.

SECURITIES DEALING AND EXCHANGE SERVICES

Whether executing on your investment instructions or guiding your global currency trading and hedging requirements, the BancorpTrust Dealing and Foreign Exchange team is here to help you navigate and execute your instructions in a timely and professional manner.

BECOME A CLIENT

WHEN YOU BECOME A CLIENT OF BANCORPTRUST

YOU WILL BE PART OF AN EXCLUSIVE NETWORK