Euroz Hartleys inks partnership deal

Perth’s Euroz Hartleys has partnered with wealth management platform provider Mason Stevens in a bid to bolster its wealth management and investment services.

East coast-based Mason Stevens reached a deal with Euroz Hartleys to provide the firm with its outsourced chief investment office (CIO) platform to deliver institutional investment management services.

According to a joint statement, the outsourced CIO offering will encompass a suite of multi asset portfolios, asset allocation, instrument selection, investment governance, reporting, investment content, and webinars.

Euroz Hartleys head of advice Amanda Boyce said their advisers were dedicated to devising wealth management plans and investment strategies.

“The collaboration with Mason Stevens will further strengthen Euroz Hartleys' advice offering, with the outsourced CIO providing institutional grade investment solutions and insights for our clients,” she said.

Mason Stevens chief investment officer Jacqueline Fernley said they understood that building and managing a successful wealth practice requires a tailored approach.

“Mason Stevens is thrilled to partner with Euroz Hartleys, to deliver a range of investment opportunities and solutions to support the Euroz Hartleys client value proposition in market,” she said.

“Our unique and flexible menu approach continues to differentiate our outsourced CIO offering and truly enhance the Euroz Hartleys client experience.”