We are a dedicated team of professionals who believe investors should be able to access investment opportunities anywhere in the world. We provide investment solutions, execution, administration and reporting to financial advisers and their clients as well as sophisticated investors and family offices. Mason Stevens is a privately owned firm, majority owned by principals and staff.

Mason Stevens offers clients a transparent and complete multi-asset, multi-currency solution. We provide both insight and execution capabilities across global markets supported by comprehensive administration and reporting via an online portal.

Access & Insight

Mason Stevens offers clients a transparent and complete multi-asset, multi-currency solution. We provide both insight and execution capabilities across global markets supported by comprehensive administration and reporting via an online portal.

In addition to our true global reach, Mason Stevens provides the flexibility to suit different business models. We can support individual bespoke portfolio solutions right through to end-to-end model portfolio solutions.

Flexibility

In addition to our true global reach, Mason Stevens provides the flexibility to suit different business models. We can support individual bespoke portfolio solutions right through to end-to-end model portfolio solutions.

A key advantage of working with Mason Stevens is our ability to identify investment opportunities within domestic and global equity and fixed income markets plus private investment opportunities.

Opportunity

A key advantage of working with Mason Stevens is our ability to identify investment opportunities within domestic and global equity and fixed income markets plus private investment opportunities.

Client Solutions

Mason Stevens offer financial advisers and their clients a transparent multi-asset, multi-currency solution. Our solutions allow advisers to build differentiated, efficient, and client focused businesses.

Financial Advisers

Mason Stevens offer financial advisers and their clients a transparent multi-asset, multi-currency solution. Our solutions allow advisers to build differentiated, efficient, and client focused businesses.

Mason Stevens Asset Management was established to provide investors with access to professionally managed mandates and funds that are typically reserved for institutions and professional investors.

Asset Management

Mason Stevens Asset Management was established to provide investors with access to professionally managed mandates and funds that are typically reserved for institutions and professional investors.

Family offices and selected wholesale investors can access the full capabilities of Mason Stevens and our extensive network of relationships. We offer mandate solutions as well as bespoke investment and co-investment opportunities.

Private Investors

Family offices and selected wholesale investors can access the full capabilities of Mason Stevens and our extensive network of relationships. We offer mandate solutions as well as bespoke investment and co-investment opportunities.

MASON STEVENS BOARD OF DIRECTORS


Mason Stevens Group is led by a highly experienced Board of Directors

Pat_Handley

Patrick Handley

Executive Chairman

Ron_Erdos

Ron Erdos

Executive Director

Stephen_Rickwood

Stephen Rickwood

Non-Executive Director

Mason Stevens Credit Fund

The Mason Stevens Credit Fund is designed with the aim of generating returns in excess of 3.5% pa above the RBA Cash Rate after fees and expenses by investing in an actively managed portfolio of interest rate securities. The securities will be denominated in any major currency and will generally be hedged back to the Australian dollar. Find out more

The Mason Stevens Credit Fund received a Morningstar RatingTM of 5 stars as at 31 May 2016*.

 

 

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Contact


 

pin-8-xxl  MSCF Level 21 | 9 Castlereagh Street | Sydney NSW 2000
MSCF
phone-46-xxl  MSCF 1300 98 88 78
 MSCF
email-5-xxl  MSCF info@masonstevens.com.au

© 2016 Morningstar, Inc. All rights reserved. *Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

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