Private Investors


Working with our team gives you the confidence that your investment strategy will be managed to produce optimal outcomes in a risk controlled way.

You have access to multi-asset and multi-currency investments, from global equities and global fixed income, to derivatives, commodities, managed funds and private equity. You also benefit from an extensive network of global relationships, providing additional value through unique investment opportunities. This is combined with transparent and secure online access to market information and your investment portfolio as well as highly personalised service.

Family Office Environment


Helping family offices implement an asset allocation strategy that preserves and continues to grow their family wealth. We will work with you to understand your risk appetite and return expectations and provide you with a range of investment opportunities to help meet your investment and financial goals.

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Investment Flexibility


Whether you wish to be involved in every investment decision, or you wish to have more time for other meaningful pursuits and leave the individual investment decisions to experienced professionals, we have tailored solutions to meet your individual strategies. We also provide the opportunity to invest alongside the principals and partners of Mason Stevens.

Investment Advisory


If you are interested in financial markets and wish to make day-to-day investment decisions regarding your investment portfolio, we provide a proactive approach to support your decision-making. We do this by providing you with up-to-date information on market developments, insight into markets and identification of investment opportunities.

We offer a range of investment strategies and solutions. Click here for more information.

Discretionary Mandate


As market conditions constantly change and become more complex, achieving your portfolio objectives can become ever more time consuming and challenging. Our discretionary mandates means your assets are being actively managed by our experts.

You can choose either from an existing range of discretionary mandates that have different strategies, assets and risk profiles, or we can work with you to create a bespoke mandate tailored to meet your specific requirements. All our discretionary mandates are supported by comprehensive administration and comprehensive reporting.

OUR CLIENTS


Whether you are a Family Office or a wholesale investor, we can provide you with a tailored multi-asset, multi-currency investment solution to meet your specific needs. You can have the flexibility to choose from an active advisory approach or via discretionary mandates. The needs of a Family Office are extensive and we source investment ideas and provide access across a spectrum of asset classes.

“As a private client for over 3 years, David and Chris have a deep understanding of our investment needs and provide exclusive opportunities and unique market insight. The team is proactive and personable and I’m extremely happy with my portfolio outcomes.”    Family Office (Perth)

OUR PEOPLE


Our team has many years of global investment and financial markets experience across all asset classes. They rely on the Mason Stevens Asset Management team for unparalleled investment thinking and execution. 

Contact

 

pin-8-xxl  MSCF Level 21 | 9 Castlereagh Street | Sydney NSW 2000
MSCF
phone-46-xxl  MSCF David Hewett – 1300 98 88 78
 MSCF
email-5-xxl  MSCF

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