MST Financial is proud to announce a strategic partnership with Solomons Group, a national wealth management firm with offices across Brisbane, Sydney and Melbourne.
Through this collaboration, MST Investment Solutions will support Solomons Group’s advisers and clients with enhanced portfolio construction capabilities, asset allocation insights and access to MST’s proprietary research, including high-conviction Best Ideas across ASX-listed equities.
The partnership will also see both firms work closely on the development of model portfolios and Separately Managed Accounts (SMAs), including income-focused strategies developed alongside the MST Income team.
Importantly, this collaboration will support the evolution of client portfolios, including the development of hybrid transition strategies as traditional bank hybrids are progressively phased out.
Johnny Shin, Founder of Solomons Group, said the firm was focused on partnering with leading specialists.
“When selecting investment partners, we look for best-in-breed capabilities. MST Investment Solutions combines strong equity research with growing portfolio construction expertise, and we believe this partnership will add meaningful value for our clients.”
This partnership reflects MST Financial’s continued focus on delivering high-quality research and investment solutions, while supporting advisers in building diversified portfolios and tailored income strategies for their clients.