Mason Stevens has appointed Citi Securities Services to provide its custody and integrated execution services.
Established in 2010, Mason Stevens is a specialist wealth management platform company based in Sydney.
With more than AUD $6.7 billion funds under management and administration, Mason Stevens offers superannuation and non-superannuation products, managed account and investment solutions.
Mark England, Citi Australia and New Zealand head of Securities Services, says: “Citi has worked with Mason Stevens for several years across global markets execution and research services. By expanding our partnership to include securities services, we can help drive efficiencies and support growth by delivering an integrated set of solutions.
“Once onboarded, clients have access to our full range of investor solutions, as well as exceptional client support and market-leading expertise”
Commenting on the appointment, Tim Yule, CEO and executive director of Mason Stevens, comments: “We recognise Citi’s experience and reputation as a global custodian, supporting our capability in accessing all major global markets.
“We already have an existing relationship and system connectivity with Citi for international listed securities and trust this partnership will help better serve our valued client base.”
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