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The Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie’s retail client base in Australia, New Zealand, Asia, North America and Europe. BFS provides a diverse range of retail banking and wealth management products and services to financial advisers, brokers, professional service industries and directly to consumers.
Banking and Financial Services global products and services include:
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Cash Management Trust (CMT), Premium Portfolio Service and Coin Financial Planning Software
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Full service stockbroking
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Relationship banking services for businesses and professionals
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Private banking and executive wealth management
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Private portfolio management
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Mortgage management
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Credit cards (issuer and wholesale service provider)
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Life insurance
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Funds management and administration
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Online broking
BFS has recently launched a Wrap platform in the UK which enables financial planners to manage their clients’ assets more efficiently.
Currently developing further business opportunities in the UK, this is an exciting time for BFS.
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