For over 40 years BT Managed Accounts has been at the forefront of offering personalised portfolio management services to clients. We manage over $2.2 billion on behalf of our clients (as at 31 March 2017) and have a long history of serving individuals, family trusts, private companies, charities and self managed superannuation funds.


BT Private Portfolio – Individually Managed Account

BT's Private  Portfolio is an exclusive account for individuals with $1million or more to invest.  This dedicated service, tailored to clients' specific investment preferences offers:

  • Highly personalised service with access to own portfolio manager
  • Direct ownership of Australian shares and listed property trusts
  • The ability to create an integrated diversified portfolio across all asset classes
  • Access to expert investment professionals
  • Maintain tax benefits of direct ownership
  • Portfolio administration and comprehensive online reporting (full tax and accounting)

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The information in this website has been prepared without taking account of your objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. If a Product Disclosure Statement is available in relation to a particular financial product, you should obtain and consider that Product Disclosure Statement before making any decisions about whether to acquire the financial product.