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Asset Services
NAB Private Wealth is backed by the strength of the NAB Institutional Wealth custody business, by far the largest wealth custodian in Australia.
This ensures secure portfolio administration, tax reporting and sophisticated analytics, enabling you to be secure in the knowledge that your wealth is in good hands and accurate information is always close to hand.
Our services include:
- fund accounting, tax and administration
- portfolio analytics and reporting
- safekeeping and settlement
- trading cost minimisation
- transition management
- unit pricing and registry
- securities lending
- corporate actions
When wealth reaches a certain scale, any inefficiencies in administration are magnified, especially during transactions. The scale and quality of your assets demands institutional strength, safekeeping and portfolio administration which we can provide.
For more information, contact our NAB Private Wealth team.
