WA’s Euroz Hartleys partners with Mason Stevens
Mason Stevens has extended its reach, entering into a new strategic partnership with West Australian wealth manager, Euroz Hartleys to deliver investment solutions to advice clients.
The two companies have announced the collaboration which will turn on Mason Steven’s Outsourced Chief Investment Office (CIO) offering.
Announcing the arrangement, Euroz Hartleys said it would be leveraging Masons Steven’s capability to offer the firm’s clients a broader range of services of services tailored to their needs.
According to Mason Stevens, the Outsourced CIO offering delivers institutional grade investment management services across asset allocation, instrument selection and portfolio construction.
Commenting on the arrangement, Euroz Hartleys head of advice, Amanda Boyce said the collaboration would strengthen the firm’s advice offering with the Outsourced CIO providing institutional grade investment solutions and insights to clients.
The two firms said the Outsourced CIO services would encompass a suite of multi asset portfolios tailored to clients’ needs.
How much did the silver tongues charge for their litigation?
The existence of the ASIC levy and the ever increasing amount of the CSLR levy is creating a huge distortion…
Advisers shouldn't be paying at all. These companies and institutions are fraudsters. What the hell does that have to do…
They were indirectly paid for by the AMP planners that got done over when AMPFP illegally changed the BOLR contracts.…
Industry Super Funds would never agree or do it.