Announcement

Mason Stevens, Australia’s leading HNW wealth management platform, is excited to announce a partnership with independent advisory firm GloryHouse to leverage Mason Stevens’ platform for its investment management and client services.

This partnership represents a significant milestone in Mason Stevens’ strategic focus on the ultra-high-net-worth (UHNW) segment, further strengthening its reputation as the platform of choice for Australia’s most sophisticated private wealth managers and their clients.

GloryHouse, founded earlier this year by experienced advisors Garth Hu and Cathy Ding, offers independent advisory services to ultra-high-net-worth family offices and sophisticated investors. The firm provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services.

Mr Hu and Ms Ding have been repeatedly recognised on Barron’s list of Australia’s Top Financial Advisers, with Mr Hu ranked Australia’s No.1 adviser for 5 years running (2020-2024) and Ms Ding appearing on the list for the past 4 years, including being recognised as Australia’s top female adviser in 2024.

“We are thrilled to welcome Garth and Cathy to the Mason Stevens platform,” said Tim Yule, CEO at Mason Stevens.

“Their decision to partner with us reflects the growing demand for sophisticated, client-focused wealth management solutions within the ultra-high-net-worth advisory community. This partnership underscores our commitment to providing premium tailored solutions, advanced technology and exceptional service to clients who expect nothing but the best.”

Mason Stevens’ integrated wealth technology platform, with its personalised Outsourced CIO (Chief Investment Office) service and sophisticated investment solutions, makes it an ideal fit for independent advisors in the UNHW space.

Garth Hu, Founder and CEO at GloryHouse, said, “We wanted a platform that could handle the complexity of our clients’ portfolios while giving us flexibility. Our partnership with Mason Stevens allows us to deliver institutional-grade capabilities while maintaining the independence and personalised service that our clients value most.”

GloryHouse is an employee-owned, independent adviser, offering their clients true investment choice, independence and control over their wealth management affairs.

This new partnership provides GloryHouse with the benefit of Mason Stevens’ institutional grade risk and compliance framework, operational infrastructure, and high-touch support – delivering robust governance, confidence and continuity to both advisers and clients.

“Mason Stevens’ architecture will allow us to curate best-in-class solutions for every client. It’s an exciting step forward in the evolution of our business”, said Cathy Ding, Founder and Managing Partner at GloryHouse.

“Their commitment to innovate and their understanding of the unique needs of our clients gives us confidence that we’ve found the right platform to partner with.”

As Mason Stevens continues to grow its footprint in the UHNW space, the firm continues to invest in its cutting-edge solutions, seamless integration, and the unparalleled service provided to its clients.