At the Private Bank, we work together to safeguard your future wealth and build financial knowledge across your family – so the legacy we create together is meaningful and enduring. We’ll help you prepare the next generation for their responsibilities – and guide you to make a lasting impact on the causes you are most passionate about.
At Macquarie, ‘personalised’ isn’t a standard set of questions on your risk profile – it’s a relationship. An ongoing dialogue about your needs, goals and aspirations. It’s an acknowledgement that your goals won’t be linear or static, but complex and ever-changing. That’s why we’re committed to responsive, proactive service and a personalised strategy and approach that’s just right for you and your family.
Confidence comes when you have the right people beside you. You and your Macquarie Private Banker are at the heart of a powerful network of carefully selected experts, working with you and for you to support your financial goals. We’ll bring you the best of Macquarie’s expertise, drawing on our vast network of banking and investment professionals to collaborate with you and your advisers – achieving better outcomes together.
Your strategy should be individual and multifaceted – and planned taking into account all areas of your portfolio, including debt to equity, your tax situation and time horizons. By leveraging our banking expertise, extensive investment experience and global research capabilities, we can help you see opportunities others miss. Your Private Banker will work alongside you to personally help you make informed, timely and astute financial decisions.
At The Private Bank, we give you and your family access to comprehensive insights in fields of personal interest. Whether you’re focused on market trends, asset allocation, impact investing, philanthropy or inspiring the next generation to manage their money, we can tailor insights and educational information for all levels of sophistication. It’s part of our commitment to empowering you and your family to become key contributors in your own wealth journey.
The Private Bank is also here to help you give your loved ones confidence in their financial future. It’s about much more than efficiently passing on wealth – it’s about preparing the next generation to take responsibility for your legacy.
We’ll work with you to safeguard your future wealth and build financial acumen in your heirs. The family legacy we create together will be generational in scope. If you are a philanthropist, we can help you achieve lasting, positive change in the world.
Give your loved ones confidence to build a bright financial future of their own. Set them up with banking and borrowing solutions and give them access to educational workshops and insights to empower them to make better financial decisions.
Work with a team of experts to identify opportunities suited to your values to structure meaningful, strategic and impactful philanthropy that will last for generations. Draw on expertise from our Not-for-profit specialist team, the Macquarie Group Foundation, and from international philanthropic experts – to make the biggest difference to the causes that matter to you.
Together, we’ll decide how best to grow and preserve what you’ve created.
Access to Macquarie global research and investment, business and philanthropy thought leaders.
Create a meaningful and enduring legacy and build financial knowledge across your family.
Personal and business banking to complement your wealth management, orchestrated in a strategy
Work with us to build the financial foundations for long-term sustainable success.
Thank you, you should receive a complimentary copy of Investment Matters in your inbox momentarily.
Macquarie Private Bank's services are available to selected clients only at Macquarie’s discretion.
This information is provided by Macquarie Private Bank, a division of Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (“MBL”). It does not take into account your objectives, financial situation or needs. You should consider whether its suitable for you and your personal circumstances.