arcpoint OCIO wins three mandates

Newly launched arcpoint OCIO scored its inaugural clients, winning mandates from three advisory firms.

The Sydney-based firms are Capella Advisory, ek Private Advisory and United Advisory.

For ek Private Advisory, which services high-net-worth (HNW) and ultra HNW individuals, families and businesses, arcpoint will provide portfolio design.

At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit.

For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution.

arcpoint chief executive and founding partner Jacqueline Fernley said the disruption in the Strait of Hormuz has markets oscillating between risk-on reflation and risk-off inflation, with geopolitics setting the tempo and regime transitions compressing the time practices have to respond.

"After more than three decades in markets, what separates practices that compound well for clients from those that don't is having disciplined decision architecture in place before the volatility arrives. That these three firms committed to mandate-based governance at launch tells me the shift toward dedicated OCIO support is structural, not cyclical," she said.

Capella Advisory director Kim Baxter said: "Working with arcpoint allowed us to take our investment philosophy and build a managed account architecture around it. The portfolios provide a disciplined core, while advisers retain the flexibility to incorporate satellite exposures where appropriate. It's not an off-the-shelf solution - it's an implementation framework designed around how our advisers actually deliver advice."

Karam Singh, the managing partner of ek Private Advisory, commented: "What I value about arcpoint is the ability to work in genuine partnership. ek Private retains strategic advice and the client relationship, and arcpoint provides investment management capability - designing and stewarding portfolios to mandate, with global access and institutional-grade implementation."

Fernley was previously the chief investment officer at Mason Stevens, a role she held between March 2022 and October 2025.

She previously worked at Credit Suisse and Suncorp Investment Management, Magellan Financial Group, Wilson HTM and Colonial First State Global Asset Management.