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Showing 91 - 100 of 100 results for "Mason Stevens"

Mason Stevens opens top Magellan fund to managed accounts

MARK SMITH  |  WEDNESDAY, 21 AUG 2013
Mason Stevens has launched the Magellan Global Equity Model Portfolio as a managed account. The portfolio is sub-advised by the Magellan investment team and mirrors the successful Magellan Global Fund, which has returned 39% to investors over the 12 ...

Mason Stevens adds Perpetual portfolio to SMA

JAMES FERNYHOUGH  |  WEDNESDAY, 14 AUG 2013
Investment management firm Mason Stevens has added Perpetual Investment Management Limited's Perpetual Direct Equity Alpha Portfolio (the Portfolio) to its Managed Account service. The portfolio, managed by Perpetual's Vince Pezzullo, who also manages ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... a range of different services and this may impact on their Net Tangible Asset (NTA) requirements," McIlroy said. Mason Stevens managing director and chief executive Tom Bignill added that the proposals clear out a lot of the grey areas that have dissuaded ...

Mason Stevens appoints head of equities

MARK SMITH  |  TUESDAY, 16 OCT 2012
Mason Stevens has appointed Jack Chemello as head of equities in a newly created role, it was announced today. Chemello joins from BT where he was portfolio manager of the flagship BT Imputation fund. He also managed BT's ethical funds and was responsible ...

Founder of 2020 DIRECTINVEST retires

LINDA HAUSKEN  |  MONDAY, 18 JUN 2012
... building 2020 DIRECTINVEST into the successful business it is today," said Patrick Handley, executive chairman of Mason Stevens Group. "2020 DIRECTINVEST remains dedicated to providing our clients with unique investment offerings that are not directly ...

Mason Stevens buys 2020 Funds Management

ELISE BURGESS  |  MONDAY, 5 MAR 2012
Managed accounts provider Mason Stevens has bought 2020 Funds Management Limited and 2020 DIRECTINVEST to create a new entity, One Capital Management. Mason Stevens and 2020 Funds Management product capabilities, with a new focus on the SMSF market ...

Mason Stevens launches leveraged product

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Mason Stevens has launched a new capital protected structured product that allows investors to walk away from under-performing stocks. In conjunction with UBS, Mason Stevens has developed the Equity Insulator Instalment, which will be available to investors ...

Mason Stevens releases global equity managed account

ELISE BURGESS  |  WEDNESDAY, 4 MAY 2011
Managed accounts provider, Mason Stevens, has released its first global equities portfolio after partnering up with Caledonia (Private) Investments. In an exclusive offering for managed accounts clients, the Mason Stevens Global Concentrated Portfolio ...

Charter Hall targets advisers with SMA

MATT WOODINGTON  |  MONDAY, 2 MAY 2011
... Reliance Investment Management will manage the portfolio of A-Reits, with a recommended rating from Lonsec, while Mason Stevens will operate the SMA. "The dual launch reflects the changing business models of advisers and meets the growing demand for ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
Managed accounts provider Mason Stevens has signed 12 dealer groups to its services, joining the fray of MA providers that are proving popular among financial advisers. Currently, there is an enormous amount of interest in managed accounts from right ...