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The Outsourced CIO

Brought to you by Mason Stevens.

Contributor: Mason Stevens

Delivering investment excellence and great service outcomes for clients can be challenging for growing wealth practices, especially those servicing the wholesale market. The outsourced CIO model is designed to assist wealth practices scale their business by providing a suite of investment services which enable advisers to focus more on their clients. Watch this video to understand the many benefits to your clients, and your practice, of outsourcing your investment capability.

We would like to thank Mason Stevens for help us bring this project to life, and special thanks to our guests:​

Matthew Stevenson, Chief Executive Officer/Head of Advice, Matrix Norwest
Jacqueline Fernley, Chief Investment Officer, Mason Stevens​
Tim Yule, Chief Executive Officer, Mason Stevens

Request more information on how Mason Stevens can support you in this segment