Matt Robinson

Macquarie Private Bank

Bronze
9 Yrs Experience
Sydney, NSW 2000

As a Private Banker for Macquarie, I specialise in advice for High Net Worth Families, Charitable Organisations, and Small Family Offices that do not have the economies of scale to hire a quality in house Chief Investment Officer. We intimately understand the challenges clients who have $5m - $250m+ in cash and investments. Some of the common objectives we assist with include, producing risk-adjusted growth; managing risk through diversification, efficiently administering the wealth and portfolio, wealth preservation for multiple generations, and aligning wealth to values through investment selection and philanthropic activities.

Expertise

  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Macquarie Private Bank

50 Martin Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Macquarie Group

AFSL 237504

Macquarie Private Bank

AFSL 237502