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Mason Stevens
Tim Yule serves as CEO of Mason Stevens, the asset manager and platform provider founded in Sydney in 2010. The firm remains privately owned, operating without...
Mason Stevens
Tim Yule serves as CEO of Mason Stevens, the asset manager and platform provider founded in Sydney in 2010. The firm remains privately owned, operating without a large institutional parent or a bank balance sheet. It functions primarily as an investment-administration utility for independent financial advice practices, structuring its offering around a managed-account platform, an outsourced CIO program, and a superannuation vehicle called Mason Stevens Super. Investment coverage spans equities, fixed income, multi-asset strategies, alternatives, and currency overlays. The outsourced CIO module provides adviser firms with institutional-grade asset allocation and portfolio construction, drawing on research across Australian and international markets. The platform itself channels orders through a network of more than 50 dealing and broking partners, which Mason Stevens markets as a differentiator for adviser-directed portfolio execution. The firm publishes regular house-view commentary on macro themes, interest rates, and private credit, reflecting an active asset-allocation process. Mason Stevens operates from offices in Sydney, Melbourne, and Perth, with a nationwide team exceeding 80 professionals. The leadership group includes Executive Chairman David Gelbak and Managing Director of Private Investments David Hewett, who joined in 2011 and covers single-family offices, multi-family offices, and private high-net-worth investors. The firm also runs a financial-wellness hub and a retirement-calculator tool, signalling a superannuation-engagement layer that complements the institutional-style platform business. Mason Stevens sits between a pure technology platform and a traditional asset manager. It does not manufacture proprietary funds at scale; instead it provides infrastructure and investment-execution services that allow advice practices to operate their own model portfolios. This adviser-centric structure, combined with the 50-plus broker network, gives it a position in the Australian wealth-management stack that more closely resembles an institutional plumbing provider than a retail fund shop.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Sydney
Corporate office
Level 26, 420 George Street, Sydney NSW 2000, Australia
Additional offices
Melbourne, Australia · Perth, Australia
Principals
Tim Yule
Chief Executive Officer & Executive Director
Leanne Taylor
Chief Investment Officer
David Gelbak
Executive Chairman
David Hewett
Managing Director, Private Investments
Sector focus
Frequently asked questions
Who runs investment decisions at Mason Stevens?
Chief Investment Officer Leanne Taylor heads the investment function, supported by an executive team that includes CEO Tim Yule and Chief Product & Strategy Officer Glen Wang. The investment committee gives final sign-off on asset allocation and portfolio construction frameworks used in the outsourced CIO and managed account programs.
How does Mason Stevens source managed-account portfolios and investment ideas?
Mason Stevens combines an in-house investment team with a platform architecture that routes execution through more than 50 dealing and broking partners globally. The firm publishes frequent house-view research covering equities, fixed income, alternatives, and macro, which feeds into the model portfolios it offers adviser practices.
Is Mason Stevens a platform, an asset manager, or a family office?
It is a privately owned asset manager and platform provider. While it serves family offices and high-net-worth investors through its Private Investments division, the entity is not structured as a single or multi-family office — it provides investment administration, managed accounts, and an outsourced CIO service to financial advice businesses.
Does Mason Stevens run its own proprietary funds or only managed accounts?
The firm focuses on managed account solutions and separately managed accounts for adviser practices rather than a broad range of unit trusts. Its asset management subsidiary, Mason Stevens Asset Management, holds an Australian Financial Services Licence, but the business emphasizes platform-delivered model portfolios and outsourced CIO arrangements.
What is Mason Stevens' geographic reach beyond Australia?
Although its offices are in Sydney, Melbourne, and Perth, the platform's dealing network spans more than 50 global partners, allowing adviser-directed execution across multi-currencies and international markets. The investment team regularly publishes research on US, European, and Asian assets alongside domestic Australian coverage.
How does Mason Stevens Super fit within the overall business?
Mason Stevens Super is the firm's superannuation offering, designed to capture retirement assets that can be managed through the same platform and managed-account infrastructure. It also operates a financial-wellness hub and retirement calculator aimed at end-investor engagement, though the core business remains adviser-led.
What is Mason Stevens' posture on private credit and alternatives?
The firm includes alternatives in its asset-class toolkit, and its research output covers private credit, property, infrastructure, and thematic exposures such as carbon credits. Manager selection and portfolio-level allocation to alternatives are delivered through the outsourced CIO and managed-account programs, not through a dedicated alternatives fund series.
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