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Our approach

Our bankers and advisers offer a breadth of experience to facilitate solutions towards your goals. Our advice is dynamic, personalised around your changing needs – we consider risks and maintain a long-term perspective for our solutions.

A personalised process

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1. We start with understanding

We know that every client and family is unique. We will work with you to understand your goals, needs and the needs of your family.

 

2. You'll benefit from our experience

Through our work with clients like you and multi-generational families, we have the perspective to share insights, anticipate needs and offer qualified guidance. 

3. We foster a long-term relationship

At every step, your dedicated ANZ Private banking team can work as a conduit to the wider ANZ group and external specialists across our advisory network. 

 

4. Together, we'll implement tailored strategies

We can work as both facilitators and advisers, creating tailored solutions as well as offering support and guidance.

Our five-point investment philosophy

ANZ's Chief Investment Office (CIO) collaborates with Australian and global investment houses and uses its institutional scale to offer clients a unique set of providers, strategies and solutions.

Our investment philosophy centres on long-term strategic asset allocation as the primary driver of investment returns and risks. Our key is the 'active' approach to tactical asset allocation and portfolio construction, which aims to manage risk and take advantage of market inefficiencies. This differs to others who may just use the steady state or long-term approach.

With over $6.6 billiondisclaimer of assets under advice, our five investment principles are consistent with best practice investing.

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Long-term investments

We believe that the long-term investor should outperform the short-term investor. We position our clients for long-term success by investing in opportunities which could endure through different market cycles. This aims to avoid the costly mistakes that come from having a short-term focus or trying to “time the market”.

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Diversification is key to managing risk and return

By investing in multiple asset classes with different risk and return drivers, we aim to manage our clients’ portfolios through the various market conditions that play out over an investment cycle, including market downturns.

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Market inefficiencies create opportunities

Market and sector fluctuations can present opportunities, so we exploit market inefficiencies with Tactical Asset Allocation (TAA) and active management. By identifying when assets are inexpensive or overpriced, we can tilt our portfolio to reduce risk or enhance returns.

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Robust governance and implementation

We aim to meet our clients’ objectives with a risk-aware focus. This involves implementing and executing activities, as well as ongoing portfolio management through differing market conditions.

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Simplicity with transparency

We work closely with clients to gain a firm understanding of their investment needs.  Our investment strategies are  transparent and we work collaboratively with clients to unpack the complexities of investing, designing portfolios to maximise the probability of meeting their objectives.

Clients we assist

From business owners and investors to executives and family offices, every client of ours is unique, so we create a tailored service based on your needs. Our private banking team supports you with the information you need to make insightful decisions.

More about our clients

Services we offer

As specialists in complex home lending, commercial property and share-backed loans, we can harness the solutions, expertise and resources of our commercial, retail and markets businesses. Our in-house Chief Investment Office also collaborates with Australian and global investment houses to provide a range of strategies and solutions. We can also offer a holistic advisory service to address the breadth of our clients' needs and can provide strategic, investment, estate planning and insurance advice tailored to their circumstances.

More about our services

Learn more about ANZ Private

Become a client

Contact us to discuss a tailored approach to wealth management.

Request a callback

Talk to an expert

Call us Mon-Fri 9am to 6pm (AEST)

1800 316 926

   

Financial Services Guide (PDF 1.62MB)

Information provided is general in nature only and does not take into account any person's personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of an Australian Financial Services Licence.

ANZ Chief Investment Office Asset’s Under Advice as of March 2022.

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