Dedicated Private Bankers

Our dedicated private bankers are located in Sydney, Melbourne, Perth, Adelaide and Queensland. To bring you personalised service and the best of Macquarie's expertise.

Cathy Huang

Cathy
Private Banker
1 Shelley St, Sydney

Our clients often move through life at pace. We can reach back into the Macquarie global network to find them the right advice, idea, product or solution – fast.

 
Jason Todd

Jason
Head of Wealth Management Investment Strategy?team

The investment strategy we develop for you and your family is a bespoke solution, uniquely tailored to meet your needs.

?

 
Campbell Vidgen

Campbell
Private Banker
1 Shelley St, Sydney

It’s a privilege to work with some of Australia’s most successful individuals, helping them shape their legacy to secure their family’s future and do good in the world.

 
Andrew Cowan

Andrew
Private Banker
L34 South Tower, 80 Collins st, Melbourne

 
Michael Caselle

Michael
Private Banker
L8 825 Ann St, Brisbane

 
Sarah Robinson

Sarah
Private Banker
L34 South Tower, 80 Collins st, Melbourne

 

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.

father and child looking out window
father and child looking out window

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.

siblings playing piggyback
siblings playing piggyback

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.

elder father and son talking at the beach
elder father and son talking at the beach

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.

father and son paddling on lake with stand up paddle board
father and son paddling on lake with stand up paddle board

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.

well dressed man sitting looking out window
well dressed man sitting looking out window
father and child looking out window

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.

siblings playing piggyback

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.

elder father and son talking at the beach

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.

father and son paddling on lake with stand up paddle board

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.

well dressed man sitting looking out window

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.

Every part of your financial world, however complex, should work together seamlessly. We are able to assist you with deep expertise in both debt and equity solutions, unlocking opportunity with strategic debt management and priority transaction support.

Sean West

Head of Wealth Management

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.

成网站人电影亚洲国产在线,亚洲亚洲人成综合网站图片,亚洲一日韩欧美中文字幕在线