You bring your future vision, we’ll bring our global investment expertise. Together we’ll decide how best to grow and preserve what you’ve created.
We take the time to build a relationship with you. Only then do we define a personalised investment and financial management approach that’s right for you, drawing on the best of Macquarie, including our extensive investment experience and strategic banking and lending services.
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.
Benefit from a disciplined, strategic approach to managing your wealth – considerate of your tax implications and your short and long-term needs. Rely on your Private Banker to offer portfolio advice targeting the right blend of diversification across and within asset classes.
The investment strategy we develop for you, your family or organisation is a bespoke solution, uniquely tailored to meet your needs. We find out where your priorities lie and your tolerance for risk, so when we bring you ideas and opportunities they match your values and long-term vision.
Head of Wealth Management Investment Strategy Team
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.
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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. Direct equities accounts are operated by Macquarie Equities Limited ABN 41 002 574 923 (“MEL”) and Equitas Nominees Proprietary Limited ABN 53 006 435 810 (“Equitas”). Managed funds, private equity and other investments are operated by Macquarie Prism Pty Ltd ABN 33 082 038 328 (“Prism”) as bare trustee. MEL, Equitas and Prism are members of the Macquarie Bank Group of companies. Except for MBL, any Macquarie entity referred to in this document is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.