Our mission is to serve as a trusted partner to our clients by enabling growth through providing a truly universal and unique investment offering via a sophisticated investment service.
A genuinely global and diverse investment offering
Access to an open investment universe brings opportunity and flexibility to drive performance outcomes.
From direct equities and fixed income securities to exclusive IPO’s, managed investments to managed portfolios, Mason Stevens clients have access to a comprehensive list of multi-asset, multi-currency investment options.
We provide access to specialist investment options managed by our own asset management team, as well as a select group of investment partners.
What you gain access to
Extensive Equity Offering
Access a comprehensive universe of direct equities and managed products
Our live trading desk delivers timely execution on direct domestic and international equities, whilst our diverse range of SMA’s and managed portfolios deliver professionally managed solutions.
Fixed Income Specialists
Diversify your approach to generating income
We believe investors should have access to high grade domestic and global fixed income assets that deliver reliable income, within a diversified portfolio.
Managed Accounts
Your models, your way
One of the main features of our managed account service is the ability for individual firms to create, manage and implement customised investment models for clients. Whether you choose to utilise your own in-house investment expertise or select third party asset managers (or a combination), the choice is yours.
Wholesale Investments
Serving Wholesale and Sophisticated clients
With an unlimited investment universe at our fingertips, we have the capability to offer wholesale investments to professional and sophisticated investors*. Our investment specialists provide a tailored service that brings together unique investment thinking and opportunity, transparency, and execution to preserve and grow wealth.
Mason Stevens Global Investment Service
Next generation administration to turn opportunity into reality
Our platform is a contemporary investment administration solution built to help create investment portfolios. The platform is a scalable and efficient investment administration service across all asset classes, making it one of the most comprehensive multi-asset, multi-currency investment administration solutions in Australia.
Mason Stevens Super
A truly global superannuation and pension solution
Take control of assets within super and build a diversified portfolio that uses smart technology to manage accumulation, transition to retirement or pension portfolios.
*Wholesale and professional investors (as defined under the Corporations Act 2001).