Macquarie Private Bank

With a sharp eye and a steady hand, we work hard to ensure you gain the right mix of insight, due diligence and market intelligence.  That means tailoring wealth strategies, unique co-investment, IPO and off-market opportunities, to create a clear vision for your portfolio.  

As part of the Macquarie Group, a global provider of banking, financial, advisory, investment and funds management services, Macquarie Private Bank offers specialised advice to individuals and families with investible assets of more than $A5 million. Our dedicated teams in Sydney and Melbourne ensure we draw on a unique wealth of specialist knowledge, from across the globe.

• Smart service Consistent performance requires an ongoing investment of time and a clear understanding of your unique circumstances. Building on this foundation we create a definitive wealth strategy that lays a solid platform for decision making, performance and growth.  That is why our service is ‘smart’ – it is driven by a 360 degree view of your wealth needs. 
• Proactive performance To give you the edge, we balance the need for wealth preservation with an innate desire to outperform the market.  Our team is entrepreneurial and has the freedom to look beyond the obvious to seek new and powerful opportunities.  Because striving for performance is fundamental to who we are, we know that sometimes the biggest upside can be found in the small wins. That is why we never lose sight of your wealth management objectives, constantly seeking to find ways to add value.
• Discerning decision making We actively search, track and assess countless investment opportunities from around the world.  Our investment committee explores and researches each opportunity carefully and how they might apply to personal investment portfolios and wealth strategies. 

Every investment decision we make is founded on robust due diligence and must pass a round table investment committee headed by our Chief Investment Officer.  Most importantly, it is your interests that drive our decisions.