| While it's well understood that the High Net Worth (HNW) client segment is growing, the real question for advisers is: How do you effectively attract, service, and retain these clients? HNW individuals have more complex financial needs, requiring deeper expertise, personalised service, and access to a wider range of investment opportunities. At Mason Stevens, we help advisers take the necessary steps to grow their practices by: |
1. Delivering personalised investment solutions |
Advisers need to move beyond a one-size-fits-all approach. We help wealth practices construct wholesale investment offerings including Managed Accounts (MAs) and bespoke portfolio solutions, allowing advisers to offer differentiated, personalised strategies that appeal to HNW clients seeking greater control, tax efficiency, and diversified returns. |
2. Access to exclusive investment opportunities |
HNW clients want access to unique opportunities that aren’t available to the retail market. Through our platform, advisers can offer exclusive wholesale investments, including private market deals, unlisted assets, and bespoke fixed income solutions, such as direct bonds. |
3. Transitioning from retail to wholesale clients |
Advisers who can efficiently transition clients from retail to wholesale status gain a competitive edge. We help create scalable, profitable strategies that open up more sophisticated investment options for clients, empowering them to build resilient portfolios while enhancing client loyalty. |
4. Expert support through our OCIO service |
Navigating the complex needs of HNW clients can be resource-intensive. Our Outsourced Chief Investment Office (OCIO) service offers institutional-style investment support for transitioning to a MA solution. This allows advisers to focus on deepening client relationships while delivering high-quality investment outcomes. |
By partnering with Mason Stevens, advisers can elevate their service offering, attract HNW clients, and grow their practice into a high-performing, client-focused business. |
Transitioning a retail client to a wholesale client |
| To efficiently transition a retail client to wholesale, we recommend a building block approach. Define a core portfolio strategy by integrating a multi asset, managed account solution, supported by satellite assets across a range of asset classes including alternatives to create a diversified and tailored portfolio to suit the needs of your HNW client. |
We have the building blocks for a High Net Worth offering |
| We provide a leading wealth platform that prioritises investment outcomes and empowers financial advisers to achieve their clients’ goals. Complementing our platform and MA solutions, our Outsourced CIO service offers institutional-style investment support for transitioning to a MA solution. We closely collaborate with advisers to tailor our Outsourced CIO services to their specific needs, offering both off-the-shelf and bespoke solutions suited to their HNW clients. |
| Reach out to our team to discuss how Mason Stevens can help you deliver a scaled HNW offering to enhance your wealth practice and meet your clients’ unique needs. |
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