Mason Stevens Global Investment Service
Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
The platform is a scalable and efficient investment administration across all asset classes from direct fixed income through to international equities, foreign exchange through to derivatives. It is the only adviser driven portfolio admin solution backed by execution through over 50 dealing and broking partners across the globe.
Unlock a truly global & diverse investment offering
From direct equities and fixed income to IPO’s, managed investments to managed accounts, Mason Stevens clients have access to a comprehensive list of multi-asset, multi-currency investment options.
Your models, your way
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.
International account consolidation
Ability to transfer any international pensions accounts your clients may have acquired whilst working overseas. We’re currently leading the way in transferring UK Sipp Accounts.
Expert guidance
Led by our dedicated investment team to help you make informed decisions.
Other key features of the Service are outlined below.
| Features | Description |
| Choice of assets | |
| Managed funds | Over 1000 managed funds available on the Investment Menu. |
| Australian listed securities | Access approved listed securities on the Australian Securities Exchange (ASX). |
| International listed securities |
Access an extensive range of international exchanges approved by Mason Stevens. |
| Fixed income securities | Select from a wide range of fixed income securities. |
| Private equity | If you are a wholesale investor, you can invest in various private equity opportunities which are available through Mason Stevens. |
| Foreign currency | Access some of the world’s major currencies approved by Mason Stevens. |
| Term deposits | Select from a panel of term deposit issuers with varying terms and rates. |
| Other Approved Assets | We may include other Approved Assets in your account which do not fall into the above categories from time to time. |
| Your account | |
| Self-Directed Portfolio | You and your adviser can create a portfolio of assets to suit your investment needs. Note that we do not exercise discretion on your behalf. |
| MDA | Choose from a diverse range of professionally managed portfolios. Note that the MDA authorises us to take various investment actions on your behalf, and without needing instructions from you. |
| Comprehensive reporting | |
| Online access | Access an online portal that allows you to view details of your account including overall valuation, asset allocation, performance and transactions. It is accessible on the desktop and via any smart device. |
| Household reporting | View consolidated reporting across all of your accounts. |
| Annual statements | Statements will be available online to assist you with your tax return. |
| External assets | Assets that you hold outside of the Service, including bank accounts you hold with selected providers, can be included in your overall account valuation. |
- Mason Stevens Australian Fixed Income Managed Portfolio
- Mason Stevens Balanced Growth Flagship Multi-Asset Managed Portfolio
- Mason Stevens Balanced Income Flagship Multi-Asset Managed Portfolio
- Mason Stevens Cash Enhanced Portfolio
- Mason Stevens Conservative Flagship Multi-Asset Managed Portfolio
- Mason Stevens Foundation ETF Balanced Managed Portfolio
- Mason Stevens Foundation ETF Conservative Managed Portfolio
- Mason Stevens Foundation ETF Growth Managed Portfolio
- Mason Stevens Growth Flagship Multi-Asset Managed Portfolio
- Mason Stevens High Growth Flagship Multi-Asset Managed Portfolio
Click here to see more details of the Mason Stevens Managed Portfolios.
The website www.masonstevens.com.au (the website) is owned and operated by Mason Stevens Limited ABN 91 141 447 207, AFSL 351578 and other companies of Mason Stevens group (collectively known as “Mason Stevens” or the “Mason Stevens Group”). The information on the website is intended for citizens and residents of Australia.
The website does not constitute an offer or invitation in any place where, or to any person to whom, it would be unlawful to make such an offer or invitation. The website contains information that does not take into account the investment objectives, financial situation or needs of any particular investor. The information is for the purpose of providing general information only. You should consult with your financial adviser and obtain professional advice before investing in any financial product offered by Mason Stevens or any financial services provided by Mason Stevens.
The information contained on the website is given in good faith. Whilst every effort is made to ensure the information is accurate at the time of compilation,Mason Stevens group of companies and their directors, officers and employees do not make any representation or warranty as to its accuracy, reliability or completeness nor do they undertake to correct any information subsequently found to be inaccurate. The information is subject to change from time to time without prior notice. The use of the website is at the risk of the user.
The website may provide, or contain links to, information, articles and material that are written and prepared by people who are not employees of or associated with Mason Stevens. This material is only provided for your interest and convenience. Mason Stevens is not responsible for the content or accuracy of that material and any opinions expressed in the material should not be taken as an endorsement, recommendation or an opinion of Mason Stevens, its directors, officers and employees.
Mason Stevens may, without notice, amend the terms of use of the website at any time by posting an amended version on the website. You agree to continue to be bound by any amended terms and that Mason Stevens has no obligation to notify you of such amendments.
When considering whether to use a financial service offered by Mason Stevens you should view the Financial Services Guide (FSG) for important information in relation to those financial services. The FSG is available on the website.
When considering whether to invest in a financial product offered by Mason Stevens you should read the relevant Product Disclosure Statement (PDS) or offer document before making an investment.
You acknowledge and agree that the collection, disclosure or use of information about you from accessing the websites is subject to the terms of Mason Stevens Privacy Policy.
All copyright, database rights, trade marks and other intellectual property rights in the content of the website belongs to Mason Stevens, an associate of or a third party engaged by Mason Stevens or to another person who consented to the use on the website.
Except if necessary in order to view the information on the website on your browser, or as permitted under the applicable law or these terms, no information or content on the website may be reproduced, adapted, uploaded to a third party, linked to, framed, distributed or transmitted in any form by any process without our specific written consent.
These terms are governed by the laws in force in the State of New South Wales, Australia. You agree that your use of it is subject to the non-exclusive jurisdiction of the courts of New South Wales, Australia.
Mason Stevens Limited is part of the Mason Stevens group of companies (Mason Stevens Group).
The Mason Stevens Group is a privately owned financial services firm based in Sydney, founded in 2010.
The Mason Stevens Group specialises in offering separately managed accounts supported by a comprehensive investment service, as well as bespoke investment solutions to both retail and wholesale investors.
As Mason Steven’s Chief Investment Officer (CIO), Jacqui leads the firm’s Outsourced Chief Investment Office (OCIO) strategy which includes the investment team, execution, implementation and product management teams. Jacqui plays a crucial role in developing client coverage models across both the pipeline of new clients and the existing client base. The OCIO strategy supports a wealth practices’ journey toward a Managed Account solution and the ongoing partnership thereafter.
As a highly experienced investor with over 25 years’ experience, Jacqui is able to leverage her deep understanding of financial markets across a breadth of asset classes, asset allocation, instrument selection, portfolio construction and risk management. During her extensive career, Jacqui has led multiple teams, held leadership positions and developed products within the financial services sector.
Jacqui is passionate about mentoring and supporting women in the financial services industry and was recently invited to join Chief Executive Women (CEW) in recognition of her seniority and influence in the financial services sector.
During her time at Mason Stevens, Jacqui has launched the firm’s unique OCIO function, allowing wealth practices to draw upon the teams’ deep investment expertise. Jacqui partners with our clients to deliver investment performance in a scaled, compliant and consistent manner across our wealth practices.
Since joining Mason Stevens in 2015, Tim has been an integral part of Mason Stevens journey, initially playing a senior leadership role in the growth of the Adviser Services segment, as well as helping drive the technology build and product development.
Appointed in 2022 as Mason Stevens CEO, his focus is on the creation of best in class solutions that simultaneously optimise client outcomes and improve practice efficiency and profitability.
With over 25 years’ experience leading investment banking and wealth management businesses at firms such as UBS, Royal Bank of Scotland, Perpetual, and Westpac, Tim has deep experience in fixed income, currency and commodity markets, alongside technology, and business strategy.
Click here to see the latest Product News & Updates.
Yes. Mason Stevens will assist in the transfer of assets for investment accounts.
Yes. We have a current menu of SMA managers which has been carefully selected based on adviser demand and manager quality. We will assist in the manager approval process for inclusion on the Investment and Super menu.
Yes, we work with advice practices and dealer groups to help them create investment portfolios. We can work with you and your portfolio/research manager to deliver an efficient trading experience to maximise client outcomes.
We can add securities to the investment administration service at any time. Investment options are added to Super on a monthly basis.
Yes, we have a far broader capability than the assets described above. Essentially, we can execute, book and settle and report on assets from any global market, and across all asset classes. We also manage FX on international equities and bonds, with assets able to be reported in their native currency and/or $AUD.
We have a deep analytics engine (MASA) providing Dealer Group insights which we can demonstrate for you.
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
General Disclaimer
IMPORTANT STATEMENT ABOUT YOUR USE OF THIS SITE
Information on this site is intended for Australian users only.
This site is operated by Investment Markets (Aust) Pty Ltd. (ACN 634 057 248) (IMA, we, us and our), the holder of Australian Financial Services Licence (AFSL) no. 527875. The content is provided solely for information purposes, is not a recommendation or an offer to buy or sell a security, and is not warranted to be correct, complete or accurate. To the extent permitted by law, neither IMA, its affiliates, nor the content providers (such as the issuers of securities who appear on the site) are responsible for any investment decisions, damages or losses resulting from, or related to, the content, data and analyses or their use. The investment products on this site and any statements made about them by their issuers are not vetted, verified or researched by IMA. The presence of an investment product on this site should not be interpreted as an implied endorsement of it by IMA. Certain content provided may constitute a summary or extract of another document such as a Product Disclosure Statement. To the extent any content is general advice, it has been prepared by IMA. Any general advice has been provided without reference to your investment objectives, financial situations or needs. For more information refer to our Financial Services Guide. To obtain advice tailored to your situation, contact a financial advisor. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (or other offer document) before making any decision to invest. Past performance does not necessarily indicate an investment product’s future performance. The content is current as at date of initial publication and may not be current as at your date of viewing. For a more complete understanding of all the terms and conditions of your use of this site click here.