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Showing 1 - 10 of 78 results for %22Mason Stevens%22

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the report underscored that all platforms broadened ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The collaboration with Mason Stevens will further strengthen Euroz Hartleys' advice offering, with the Outsourced CIO providing institutional grade investment ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
Mason Stevens has appointed David Macri as head of asset allocation. Macri will report to Mason Stevens chief investment officer Jacqueline Fernley and continue to evolve the firm's outsourced CIO offering. Further, he will be responsible for the ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... created role of chief platform and technology officer. Prior to Ignition, Mahoney was chief technology officer at Mason Stevens. He also held senior leadership positions in fintech and institutional firms including SS&C, Bravura, Blackrock Solutions ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... company scales up in Australia and across global markets. Mahoney was most recently chief technology officer at Mason Stevens. He's also held senior leadership positions in fintech and institutional firms including SS&C, Bravura, Blackrock Solutions ...

NAB progresses closure of custody arm

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... Superannuation Fund, Equipsuper, Fiducian Superannuation Fund and Guild Retirement Fund. It also looks after Brighter Super, Mason Stevens, Northern Territory Government and Public Authorities Superannuation Scheme, Prime Super, REI Super, Spirit Super ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
A Mason Stevens whitepaper says that financial advisers are increasingly embracing outsourcing of their investment capability. Mason Stevens said the main economics of outsourcing are the time freed up for the adviser to nurture client relationships ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... Stevens' former chief executive and investments lead has been acquired by another boutique. Vincent Hua, who left Mason Stevens last year, has sold Peridot Investment Management (PIM) to AL Capital Holding (ALC) for an undisclosed figure. Hua is ...

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
... Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... Price as Iress Group chief executive in 2022, succeeding Andrew Walsh, who now chairs the wealth management platform Mason Stevens. Price said: "Our analysis has confirmed that the core of the Iress business is incredibly attractive and exceptionally ...
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