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Manage, protect and preserve your wealth
Guidance. Every step of the way.
The Macquarie way
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.
How we work with you
- Discovery
- Needs analysis
- Solutions
- Engagement
- Implementation
- Ongoing feedback
Discovery
We’ll take the time to understand you and your family’s circumstances.
- Determine your financial goals for the future
- Lock in your measures of success
- Uncover your risk appetite
Needs analysis
Learning from your team of specialists
- We take a collaborative approach to meeting your objectives, working with the specialists who know you best.
- We approach investing as a science. Our disciplined investment approach screens out market speculation and focuses on the fundamentals that matter.
Solutions development
Building solutions with you
- Taking the time to understand your needs, aspirations and values helps us define a personalised investment approach that’s right for you.
- Your asset allocation targets the right blend of diversification across and within asset classes, so your investments are structured to meet your needs.
Preview and engagement
Propose our recommendations
- Together, we make critical decisions looking at the full picture, including understanding the trade-offs underlying each choice.
- We ensure you have clarity on our proposed recommendations.
Implementation
Set up and implement your solution
- We move quickly to set up your portfolio.
- Giving you transparency and guidance every step of the way.
Ongoing feedback
Review service and solutions
- We establish a working cadence, that suits you.
- In addition to regular updates, you and your team are also kept informed of material changes, giving you confidence you’re staying on course towards your goals.
Personalised service
Understanding what is important to you and your family
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.
Working together
An experience founded on strong connections and confident relationships
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.
Considered advice
Building strategic solutions with you, for you, with confidence
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.
Empowering insights
Exclusive access to Macquarie’s expertise and insights
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.
Enduring prosperity
Helping you prepare the next generation and make a lasting impact
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.
A disciplined approach
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 our team develops for you, your family or organization 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.
Justin Crawford
Head of Private Bank
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.
Banking and borrowing solutions
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.
Speak to our concierge about becoming a client
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.