The Macquarie Global Managed Account (GMA) is the first of its kind in Australia, providing personalised investment management and market leading optimisation capabilities. Please contact us to learn more about this product.
With managed accounts you can change client conversations from admin to focus on strategy. A different discussion means a different relationship.
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Watch this short video to hear two of our managed account experts, Cameron Garrett and Bianca De Melo, prepare for a managed accounts discussion with an adviser.
Similar to how we have a menu of approved managed funds for you to invest in within Macquarie Wrap, we also have a menu of approved SMAs ready to go – over 120 models across over 35 managers. See below for a full list of our approved SMA managers and models.
This option provides the quickest way for you to start using SMAs in your business and realise the benefits they can deliver to you and your clients. You can take advantage of a specialist investment team managing the portfolios and free up more time to spend with your clients.
Jointly manage your SMA model by sharing the responsibility with an experienced and qualified partner. For example, you can work along-side an external investment provider who sets the investment strategy and decisions.
You may have some, but not all of the capability to build your own SMA. This is a good option where you can hold on to some of the responsibilities, and leave the rest to a specialist team who are experts in the field.
If your firm has investment management capability backed by a robust strategy, set of controls and methodologies, you may be able to build and/or bring your own SMA to our platform.
You can use your own RE structure, or appoint Macquarie as the RE, and keep full control of the investment solution and maintain greater flexibility in determining your investment decisions.
Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.