Driving Excellence Through Insight

Mason Stevens for Wholesale Investors

Available as a self directed or discretionary service, this is a highly personalised investment approach, designed to give you the confidence to build on your wealth through global opportunities delivered through an open and trusted partnership.

A genuine partnership with interests aligned to yours

Vincent Hua

CEO & CIO

profile-arrowView Profile

Turn Insight into Opportunity

  • Global reach and insight across the full spectrum of asset classes and multiple currencies
  • Proven investment approach with a strong performance track record and across fixed income and discretionary portfolios
  • Global infrastructure with access to 96 global exchanges and over-the-counter counterparties
  • Experienced with wholesale and sophisticated clients and their unique needs
  • Next generation administration providing efficient, transparent and marketing leading reporting
  • Independently, partner owned & managed firm, who themselves are invested

Access an Unconstrained Investment Universe

David Hewett

Managing Director

profile-arrowView Profile

Chris Alcott

Managing Director

profile-arrowView Profile

Build Truly Unique Global Portfolios

Multi-Asset, Multi-Currency Investments

From holding investments in over 22 foreign currencies to margin lending, we offer a whole world of investments.

Managed Accounts

Choose from our range of best-of-breed investment managers or from the portfolios offered by the Mason Stevens Asset Management team.

Fixed Income Specialists

As Fixed income specialists, we believe investors should have access to high grade domestic and global fixed income assets that deliver reliable income, within a diversified portfolio.

Extensive Equity Offering

Unique access to wholesale and retail IPOs, equity capital raisings, private equity, and more.

Let Our Best Assets Help You

Julia Gao

Managing Director

profile-arrowView Profile

X

David Hewett

Managing Director, Private Investments

David joined Mason Stevens in 2011. He works with single and multi-family offices and private high net worth investors. His consultative approach enables his clients to make investment decisions based on insight, trust and intelligence. With more than 25 years’ finance experience, David has held senior executive roles within St George Private Clients, ANZ Private and ANZ Investment Bank. He holds a Masters of Business Banking and Finance and Graduate Diploma in Banking and Finance from Monash University.