Our experienced advisors enjoy the flexibility and support to offer advice that benefits your individual needs, while taking your risk profile firmly into account; they are not pressured to recommend particular products or platforms.
This fee-based discretionary account is our flagship platform that enables you to invest in investment mandates from multiple money managers and have a portfolio constructed by a MPW Investment Advisor on a discretionary or non-discretionary basis.
You are charged a single, competitive fee based on a percentage of your assets rather than paying commissions for each transaction. This aligns your objectives with your advisor’s and eliminates concerns about trading costs.
Ask your Investment Advisor about opening an IMA account.
You can opt to work with a Macquarie Private Wealth Portfolio Manager or Associate Portfolio Manager on a discretionary basis through Macquarie’s Managed Portfolio Program—that is, you do not need to approve every investment decision but, instead, trust your advisor to make all the decisions for you. Your advisor doesn’t need to wait to hear back from you with an approval when time-sensitive opportunities arise, and you are freed from the daily burden of making decisions. Your advisor completes an Investment Policy Statement (IPS) that defines your profile and parameters and then MPW’s Chief Investment Officer oversees the Portfolio Manager’s work to ensure your parameters are being honoured.
Most important of all, your portfolio is measured against appropriate industry benchmarks so you can assess the Portfolio Manager’s performance.
You are charged a single, competitive fee based on a percentage of your assets rather than paying commissions for each transaction, which aligns your objectives with your advisor’s and eliminates concerns about trading costs.
Through the Macquarie Advised Portfolios non-discretionary investment model, your MPW Investment Advisor provides investment advice while keeping you involved in the investment decision-making process, seeking your approval for each trade.
It’s like playing hockey while being coached from the bench instead of having your coach on the ice with you.
You pay a single, competitive fee based on a percentage of your assets rather than paying commissions for each transaction. This aligns your objectives with your advisor’s and eliminates concerns about trading costs.
This is a service platform through which you receive investment advice and trading execution services from your advisor, who charges a competitive commission for each trade made on your behalf.
MPW advisors follow prudent practices that manage emotions in the investing process. We learn about you in depth; prepare a complete proposal; ensure you understand the plan; perform careful, well-diversified asset allocation; execute the strategy with acumen; then monitor your portfolio and report regularly on its progress.
Our independent, award-winning global research analysts have won numerous awards for their industry-leading coverage. They deliver quality information that helps us to shape our investment decisions and provide clients with informed advice.
Find the Macquarie Private Wealth advisor who is best for you.