Research-led portfolio construction, governance and specialist investment capabilities supporting advisers and their clients

Sydney – 22 June 2026 — MST Investment Solutions, the portfolio advisory and implementation arm of MST Financial, and Alder & Partners Private Wealth Management have expanded their strategic partnership, providing advisers and clients with access to a broad range of institutional-grade investment capabilities spanning managed accounts, portfolio advisory, asset allocation advice, manager research, implementation support, specialist income solutions and capital markets opportunities.

The expanded relationship reflects growing demand from wealth management firms for deeper investment support, stronger portfolio governance and access to specialist investment resources that complement and enhance the advice proposition delivered to clients.

Under the partnership, Alder advisers can access MST's investment capabilities across portfolio construction, strategic and tactical asset allocation, manager research, investment governance, implementation and specialist investment opportunities, supported by the broader research and capital markets resources of MST Financial.

The offering is designed to provide advisers with a genuine investment partner, bringing together asset allocation, fund and manager research, portfolio construction, implementation and governance within a single, cohesive framework informed by deep bottom-up research.

"This partnership is about giving advisers access to the type of investment capability typically available only to large institutions," said Damian Cilmi, Head of Investment Solutions at MST Financial.

"Managed accounts are an important part of the solution, but advisers increasingly require support beyond model portfolios. They are seeking assistance with portfolio construction, manager selection, investment governance, specialist income solutions, investment committees and access to broader investment opportunities.

"Our role is to work alongside advisers as an extension of their investment capability. We provide the resources, research and governance support that help advisers deliver better client outcomes while maintaining ownership of the client relationship and broader advice proposition."

David Alder, Director and Co-Founder of Alder & Partners Private Wealth Management, said the partnership reflects the increasing complexity of investment markets and the growing need for advisers to access specialist investment expertise.

"We were attracted to MST because of the depth of investment capability sitting behind the business.

"The combination of high-quality multi-asset research, portfolio construction expertise, specialist income capabilities and access to equity and debt capital markets creates a compelling proposition for advisers and clients.

"Our Investment Committee will continue to play an active role in governance and oversight across client portfolios, working closely with MST Financial and our internal investment resources as part of our broader investment process."

A key differentiator of the partnership is the depth of investment resources available through the broader MST Financial platform. MST Investment Solutions draws on more than 40 sector-specialist research analysts, a dedicated fixed income and credit team, and extensive capital markets expertise across equity and debt markets.

That proprietary research feeds directly into portfolio construction, strategic and tactical asset allocation, manager selection and ongoing investment oversight.

"Our edge starts with our people," Mr Cilmi said.

"Behind every portfolio sits a large team of experienced sector specialists generating original research and investment insight every day. That research directly informs our investment decisions and helps us identify opportunities and risks ahead of the broader market."

The partnership comes as advisers increasingly seek strategic investment partners rather than standalone model providers. While managed accounts continue to experience strong growth, many firms are also looking for support around investment governance, manager due diligence, specialist mandates and portfolio implementation.

"The future of wealth management is increasingly collaborative," said Gerard Satur, Chief Executive Officer of MST Financial.

"Leading advice firms want access to institutional-grade investment expertise without having to replicate that capability internally. Partnerships such as the one we have built with Alder & Partners allow advisers to leverage MST's investment resources in a way that complements and enhances their own client offering.

"We believe the combination of high-quality advice and specialist investment expertise delivers better outcomes for clients, and we are excited to continue building that partnership with Alder & Partners."

As part of MST's broader investment solutions capability, advisers can also access MST portfolio solutions through a growing number of platform environments, including Netwealth, following the firm's recent appointment as a Model Manager on the platform.

About MST Investment Solutions

MST Investment Solutions is the portfolio advisory and implementation arm of MST Financial. The business provides managed accounts, portfolio consulting, asset allocation advice, manager research, investment governance, specialist income solutions and implementation services to financial advisers, family offices and wealth management firms.

Backed by MST Financial's extensive research platform and capital markets expertise, MST Investment Solutions delivers institutional-quality investment capability through a flexible partnership model designed to complement and enhance adviser relationships.

About Alder & Partners Private Wealth Management

Alder & Partners Private Wealth Management is a Western Australian independent financial advisory group with a rich history of providing personalised investment and financial advice solutions.

Dating back to 1840, its long-standing family tradition of excellence in financial planning and investment advisory services underscores a commitment to delivering bespoke wealth management services tailored to the unique needs of high-net-worth individuals.