The complete wealth management solution for you
Bell Potter’s Private Wealth Service brings together personalised investment advice, portfolio management and consolidated reporting through one integrated platform giving you clearer visibility, greater control and access to a broader range of investment opportunities across all asset classes.
Peace of mind with your complete wealth solution
Personalised advice
Work with your adviser to shape a wealth strategy aligned to your evolving objectives, circumstances and market conditions.
Broader investment access
Access a wider range of investment opportunities to support sophisticated portfolio construction and diversification.
Clarity and control
Gain a consolidated view across holdings, performance, income and tax to support confident decision-making.
Access opportunities beyond listed investments
The Private Wealth Service expands your investment universe, supporting sophisticated portfolio construction across income, growth, diversification and long-term wealth preservation.
With guidance from your Bell Potter adviser, your portfolio can incorporate tailored opportunities aligned to your objectives, risk profile and wealth strategy. Alongside traditional asset classes, the service offers exposure to:
- Initial Public Offerings (IPO’s)
- Managed and Exchange Traded Funds (ETF’s)
- International public and private markets
- Alternative assets
- Model portfolios
- Gearing solutions
Built for your evolving wealth needs
As your personal, family and professional circumstances change, so too can your investment needs. By consolidating your investments on a single, integrated platform, you and your adviser gain greater visibility, control and flexibility helping keep your strategy aligned as your goals evolve.
The Private Wealth Service is for
- Individuals
- Families
- Trusts and foundations
- Companies
- Self-managed super funds (SMSFs)
- Philanthropic entities and not-for-profits
The Private Wealth Service supports
- Wealth accumulation
- Superannuation structuring
- Retirement income strategies
- Intergenerational wealth transfer
- Corporate investment portfolios
- Not-for-profit investment management
Greater visibility across your portfolio
Access consolidated reporting and real-time portfolio insights—helping you and your adviser make timely, informed decisions with confidence.
REPORTING FEATURES
Portfolio valuation and holdings
Performance insights and attribution
Asset allocation
Income and tax reporting
Transaction history
Bell Potter research and market insights
Is the Private Wealth Service right for you?
The Private Wealth Service may be suitable if you want:
- Greater visibility across complex wealth structures
- Access to a wider range of investment opportunities
- Consolidated reporting across holdings, performance, income and tax
- Advice-led portfolio management aligned to your wealth strategy
Speak with your Bell Potter adviser to explore whether the Private Wealth Service is right for you.
Don’t have an adviser, contact us to learn more.
Common Questions
Q: What is the Bell Potter Private Wealth Service?
The Bell Potter Private Wealth Service is a personalised wealth management solution that combines investment advice, portfolio management, administration and consolidated reporting in one coordinated service.
Q: How is the Bell Potter Private Wealth Service different from a stockbroking account?
Unlike a traditional stockbroking account, the Private Wealth Service supports broader portfolio management by combining personalised advice, expanded investment access and consolidated portfolio reporting.
Q: What investments can I access through the Bell Potter Private Wealth Service?
In addition to traditional asset classes, the Bell Potter Private Wealth Service can provide exposure to Initial Public Offerings, alternative assets, model portfolios and gearing solutions, where appropriate for your objectives and risk profile.
Q: What reporting is available through the Private Wealth Service?
The Private Wealth Service provides consolidated reporting across your holdings, valuations, performance, income, tax and transaction history, providing you and your adviser clearer visibility of your portfolio.
Q: Who is the Private Wealth Service designed for?
The Bell Potter Private Wealth Service is designed for investors with sophisticated wealth needs, including high net worth individuals, families, companies, trusts, foundations, SMSFs and philanthropic entities.
Q: How do I find out more?
Speak with your Bell Potter adviser to explore whether the Private Wealth Service is appropriate for your needs or contact us to learn more.