Your partner in growth
At Mason Stevens, our mission is to serve as a trusted partner to our clients by enabling growth through providing a truly universal investment offering via a sophisticated investment service
We provide our clients with access to a truly universal offering including global investments, administration and technology, and unique insight to enable their growth.
With an unparalleled focus on innovation and client service, we pride ourselves on being responsive to markets and in building sustainable partnerships with our clients.
It is our goal to give our clients the confidence to build wealth through truly global opportunities and responsiveness delivered through an open, trusted and sustainable partnerships.
Advisers
We enable the growth of your business
For Advisers, this means enabling them to grow their clients and expand their practice through superior investment administration and managed account solutions.
Many of our Advice practices create their own custom private-label model portfolios to suit the needs of their business, or use selected separately managed accounts for exposure to certain asset classes.
Wholesale Investors
A genuine partnership for growth
For Wholesale Investors, this is through active management of portfolios and access to various direct global assets and investment offers.
Our approach is bespoke to each investor, bringing together our unique investment thinking and opportunity, transparency and execution to preserve and grow wealth, in partnership.
Mason Stevens Asset Management
Providing Solutions for Growth
For all clients requiring expert asset management guidance, we provide active management of portfolios and access to various direct global assets and investment offers.
As pioneers of managed accounts and experts in fixed Income markets, the team, we look to provide bespoke solutions and expert guidance on best practice execution.