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Home» Personal» Financial advice» Portfolio management

Portfolio management

Professionally managed portfolio of investments

Macquarie Private Wealth offers a range of portfolio management solutions to help investors execute their investment strategy and manage their portfolio.

Macquarie Equity Portfolio Service

Consolidated, timely information on your equities and options portfolio
Visibility of your portfolio transactions online
Annual tax information to facilitate your tax return preparation

Three types of portfolio accounts - an investment account, super account and pension account
One clear view of your complete investment portfolio
Access to a broad choice of investment options including shares, managed funds, a margin lending facility, fixed interest and cash

We establish an account containing a portfolio of investments for each model portfolio chosen by you
You are the beneficial owner of the investments in your account
You pay one all-inclusive management fee, which includes the brokerage on transactions

A service that provides investments, consulting, portfolio management and administration all in one
Enjoy your own investment advisory team that has a clear understanding of your needs and goals
Investment options can be adjusted in accordance with your need or lifestyle changes

Portfolio	Minimum Investment	Service Description
Macquarie Equity Portfolio Service	$100,000	Personal advice, administration and reporting on your equity and options portfolio
Premium Portfolio Service	$100,000	Personal advice, administration and auditing reporting on your managed funds and equity portfolio
Managed Portfolio Service	$100,000	Active management of your equity portfolio by a team of professional investment managers
Private Portfolio Management	$500,000	A customised and comprehensive financial management solution including investment consulting, reporting and administration

Contact us

Service

1800 806 310

Speak to your
financial adviser

Sales

1800 789 789

More contact details

Delegate the administration of your portfolio. Macquarie Private Wealth

Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice contained in this website and before making any investment decision we recommend that you consider whether it is appropriate to your situation and seek appropriate financial, taxation and legal advice. We recommend that you read our Financial Services Guide before deciding whether to obtain financial services from us. If an offer document is available for a product referred to on this site, you should read it before making any investment decision. Information on this website is intended for residents of Australia only.

Except for Macquarie Bank Limited (MBL) (Australian Credit Licence (ACL) 237502) ABN 46 008 583 542, any Macquarie entity referred to on this page 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.

Macquarie Private Wealth's services are provided by Macquarie Equities Limited ABN 41 002 574 923 ("MEL") participant of Australian Securities Exchange Group, Australian financial services licence No. 237504, No 1, Shelley St, Sydney NSW 2000.

Macquarie Equity Portfolio Service is issued by Macquarie Equities Limited ABN 41 002 574 923 (“MEL”) participant of the Australian Securities Exchange Group, Australian financial services licence no. 237504.

Macquarie Premium Portfolio Service is offered by Macquarie Investment Management Limited ABN 66 002867 003 (“MIML”) Australian financial services license no. 237492.

The Macquarie Private Portfolio Management Service and the Macquarie Managed Portfolio Service are offered by Macquarie Private Portfolio Management Limited ABN 26 089 987 388 (“MPPM”) Australian financial services license no. 237506. The Macquarie Private Portfolio Management Service is available to wholesale clients only as defined by section 761G of the Corporations Act 2001 (Cth).

In deciding whether to acquire, dispose of or continue to hold an investment, you should consider the current Product Disclosure Statement ("PDS") or other relevant offer document which is available from us, and assess, with or without your financial adviser, whether this product suits your financial situation, objectives and needs.