Macquarie Portfolio Solutions

In unpredictable markets, how you respond to change makes all the difference.

Macquarie Capital's experienced Portfolio Solutions team can help you navigate change with confidence, providing deep expertise in managing the risks and costs of asset allocation, transition management and portfolio restructure. We partner with our clients over the long-term to offer an end-to-end project management and execution service, from detailed planning and reconciliation of trading, through to comprehensive reporting and ongoing engagement.

Rated No. 1 for client satisfaction

CIO 2020 Transition Management survey1

Macquarie Capital Portfolio Solutions has been rated against global transition managers, coming number one in seven out of eight categories, including project management, risk management, and reporting and transparency.

Deep expertise

Our regional teams are some of the most experienced in the market, averaging over 20 years in the industry.

Global reach

With a 24 hour global agency trading platform our connectivity to markets, counterparties and investors allows us to achieve an optimal execution service in each asset class.

Long-term partnership

As a dedicated partner, we’re committed to forging long-term relationships with our clients and tailor solutions to fit their evolving needs and specific situations.

Technology shaped by you

Our state-of-the-art platform, PILOT, was built by our expert team with client input every step of the way. It incorporates analytics, trading, risk, reporting and project management.

Our transition management expertise in action

Case study

Mitigating market risk for Universal-Investment

Case study

Managing the complex transitions of Brunel Pension Partnership

Be reassured by transparent reporting

As our client, you’ll receive a tailored, comprehensive suite of reporting throughout the life cycle of the event. We provide planning documents, pre-trade analytics, daily updates, post-transition reporting, and additional custom reports to help ensure your decisions are backed by real insights.

Independent performance appraisal

Revenue attestation on every transition

Breakdown of venue analysis

Full audit trail at project conclusion

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Get the latest insights from our team offering market expertise, trends in trading costs and volatility and key macro themes to assist you in navigating your way through transition.

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Our global leadership team

Mick Larkin

Global Head of Transition Management
Head of Portfolio Solutions, ANZ/APAC

Kevin Byrne

Head of Portfolio Solutions, Americas

Paul McGee

Head of Portfolio Solutions, EMEA

Contact us

Americas

+1 212 231 2477 
Email Americas team

Asia Pacific

+61 2 8232 5177 
Email APAC team

Europe, Middle East & Africa2

+44 20 3037 4030
Email EMEA team

 
  1. AI-CIO Survey published February 2021. Client satisfaction rating based on highest Net Promoter Score (NPS). Ranking based on results of Transition Management providers operating across >1 geographic region.
  2. Macquarie Capital (Europe) Limited is regulated in the United Kingdom by the Financial Conduct Authority and may not be eligible to provide Portfolio Solutions services in the EEA.

About Macquarie Capital