A genuine partnership with interests aligned to yours

Mason Stevens for Wholesale Investors

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Investment Service

A tailored service that brings together unique investment thinking and opportunity, transparency and execution to preserve and grow your wealth.

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Self Directed

You have a high level of control and decision making. You have access to an open universe of assets and currencies, as well as our unique investment insight and timely execution and reporting.


We make the decisions and you benefit from our investment expertise, timely execution and reporting. You have access to an open universe of assets and currencies.

Investment Options

Access to specialist investment options, managed by our Asset Management team

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Credit Fund

An active and diversified fixed income strategy that seeks to provide regular income and capital stability.

Credit Fund

Select Opportunities Fund

An active and diversified global investment strategy that invests across asset classes, that seeks to provide moderate to high returns.

Select Opportunities Fund

Investment Specialists

A passionate and focussed team whose interests are aligned to yours

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“As a private client for over three years, David and Chris have developed a deep understanding of our investment needs and provide us with exclusive opportunities and unique market insight. The team is proactive and personable and I’m extremely happy with my portfolio outcomes.”

Perth Family Office

Mason Stevens for Wholesale Investors

Let our best assets help yours

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Important Information

This information is only intended to persons in Australia if that person is a wholesale client as defined in section 761G of the Corporations Act 2001 (Cth) of Australia (“Wholesale Client”). If you are unsure whether you qualify as a Wholesale Client please contact your legal or financial adviser.

By ticking the box below you represent and warrant that you are a Wholesale Client and that the information contained on this website may be provided to you without breaching the laws of Australia or the jurisdiction where the information is accessed: