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Showing 11 - 20 of 405 results for "Mason"

Vale Raymond Mason

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
Raymond "Chipp" Mason, the founder of Legg Mason, has passed away at the age of 88. He founded Mason & Co. in 1962 at the age of 25 after working in his family's brokerage business. In 1970, Legg & Co. acquired Mason & Co. to become Legg Mason. ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... activity across Asia, Australia and the Middle East. Before that, he was the managing director and head of distribution at Legg Mason, which was acquired by Franklin Templeton five years ago. State Street Australia, JP Morgan and Citi also feature on ...

Super fund growth: The winners and losers

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
... experienced "transformational growth" across different asset-size segments, in many cases, thanks to strong flows. Vanguard, Mason Stevens, Dash, and AMG were among the fastest growing super funds in terms of asset growth rate, with most of their growth ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... Diversa had $13.3 billion in total assets under management across its subplans at the end of June 2024, APRA figures show. Mason Stevens Super Fund, OneSuper, Praemium SMA Superannuation Fund, and the Tidswell Master Superannuation Plan are some of its ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
Adamantem Capital has completed its acquisition of Mason Stevens, with the deal to deliver significant value and benefits for the acquired firm. Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and ...

Investors warned to sell hybrids before phase out

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... out hybrids, and with retail investors holding an estimated 20-30% of the $42 billion sector, Schroders fund manager Helen Mason said now is a good time for investors to consider a new income solution. Mason said the phase out of retail bank Additional ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... and distribution. Before that, Finnigan served at Nikko Asset Management as head of private wealth and earlier worked as Mason Stevens' director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive experience and deep understanding ...

Franklin Templeton folds Martin Currie into affiliates

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... US$139 billion outfit that invests in long-term, quality growth equities. Martin Currie was founded in Scotland in 1881. Legg Mason acquired Martin Currie in 2014, joining its other affiliates of Brandywine Global, ClearBridge Investments, The Permal ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI  |  WEDNESDAY, 15 JAN 2025
Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens ...