6 February 2024 10:36
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
The deal will see Mason Stevens provides multi asset portfolios, asset allocation, instrument selection, investment governance, reporting, investment content, and webinars for both advisers and clients on behalf of Euroz Hartleys.
Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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