Managed Accounts

Discover efficient ways to manage
your client portfolios

Our Managed Account Solutions offer

Competitive edge

Through efficiency, transparency and scale Managed Accounts can give the edge needed to build on business success and lead it into the future.

Improved client outcomes

Use our team to create high quality investment portfolios by security in any foreign currency or use managed discretionary portfolios. Real-time (AEST) execution through our in-house dealing capability means greater portfolio efficiencies.

Scale & flexibility

Tailor an investment solution to meet your client’s specific risk profile and goals in a scalable way.

Cost effective solution

To help manage additional costs, transactions are executed in-house with connections to over 50 dealing and broking partners across the globe.

Grow your practice

Portfolio construction to reduce the risk of selling good assets at a bad time & managing sequencing risk.

Gain time back to spend on strategic client needs and grow your practice.

Quality SMAs and model portfolios

A carefully selected group of quality domestic & global managers is available. The professionally managed model portfolios on offer provide exposure to various asset classes and strategies.

Superior analysis

Our easy to access, invaluable data analytics allow managers to acquire a holistic view of who is invested in their portfolios.

A Mason Stevens Managed Discretionary Account can transform your business

Mason Stevens are pioneers of managed accounts, having launched Australia’s first global equity SMA in 2012, and its first retail bond SMA in 2016. Today, managed discretionary accounts (MDA) can be a cost-effective and efficient tool providing advisers the ability to significantly reduce their administrative workload. The client too benefits from direct ownership of underlying assets providing greater transparency and flexibility.