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Showing 41 - 50 of 486 results for "Stevens"

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 ...

ASIC investigates CHESS replacement blunder

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2023
... special reports to rectify the transformation project's failings. During ASIC's said investigation period, Dominic Stevens stepped down from the dual roles of managing director and chief executive after nearly six years at the helm. Helen Lofthouse ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... report further revealed Praemium took third place with a score of 89.9%, BT Panorama followed scoring 84.7% and Mason Stevens claimed fifth place with a score of 83.3%. "All platforms have particularly sharpened their focus on the investment menu," said ...

Mason Stevens welcomes former Iress chief

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
Mason Stevens has appointed former Iress chief executive Andrew Walsh as chair of its board. Mason Stevens chief executive Tim Yule said Walsh brings nearly three decades of experience in financial services to the role. "Including 13 years at the helm ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
Mason Stevens has added a head of platform and head of technology to its team. Vien Luong and Tracy Southern have both joined the Mason Stevens team, Luong from KCA Business Consulting and Southern from FNZ Group. Luong has worked with Mason Stevens ...

NAB to wind up custody business

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2022
... Suncorp's superannuation business. It's also custodian for Equipsuper, Guild Group and Crescent Wealth, as well as Mason Stevens, Fiducian and the University of Sydney. It previously held several other super fund mandates, but many were the subject ...

CHESS replacement delayed further, review underway

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
... us on this important project." Lofthouse took over as chief executive this month, following the retirement of Dominic Stevens in February. ASIC chair Joseph Longo expressed disappointment over the further delay but welcomed the independent review. "Given ...