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Showing 41 - 50 of 55 results for "Mason Stevens"

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
... global strategies to add value to their clients' portfolios," he added. Both portfolios are available via the Hub24, Mason Stevens and Linear platforms, with additional platform listings imminent.

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... using managed accounts to build a sustainable advice business, and further panel discussions involving the likes of Mason Stevens' Tom Bignill, Macquarie Bank's Liz Wheatley and Stephen O'Halloran of ASP Portfolio Managers. The forum was concluded with ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

Nikko AM appoints head of private wealth

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
... wealth to oversee the firm's relationships with independent financial advisers. Naomi Finnigan joins Nikko AM from Mason Stevens, where she was director of distribution and adviser services. Prior to this, she was head of sales and distribution at Alpha ...

Centuria partners with Mason Stevens to deliver credit bond

ALEX BURKE  |  THURSDAY, 29 JAN 2015
Centuria Life has partnered with Mason Stevens to add a bespoke credit bond to its Tax Astute product suite. The underlying asset in the credit bond is the Mason Stevens Credit Fund, which is an actively-managed fixed income fund comprised of government ...

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 ...