Search Results | Showing 1 - 10 of 408 results for "Mason" |
| | | ... the platforms. We're already available on non-custodial with HUB24, and we're having discussions with Netwealth, Mason Stevens, Praemium, CFS Edge, etcetera," Wilson said. "We are certainly trying to make ourselves available for advisers... we ... |
| | | | ... months ago, arcpoint OCIO has opted for a two-person chief investment officer (CIO) model. Former chief investment officer of Mason Stevens' Jacqueline Fernley founded the new outsourced chief investment office (OCIO) as a dedicated resource for ... |
| | | | ... expertise in product development and management, having helped grow several large asset managers including Citigroup, Legg Mason, and NAB/MLC. Prior to joining Evidentia, he spent five years at Active Super in a strategic implementation role. He also ... |
| | | | ... they include private credit in the defensive portion of a diversified portfolio? Schroders Australia head of credit Helen Mason told advisers: "Buyer beware." "Do your due diligence. If you can't figure out what's in the portfolio and what's ... |
| | | | ... held since 2019. Previously, he was head of platforms investment product development. Prior to BT, he spent four years at Mason Stevens, including as head of adviser services. At JANA, he will lead the wealth business strategy, strengthening advice ... |
| | | | ... mandate, with global access and institutional-grade implementation." Fernley was previously the chief investment officer at Mason Stevens, a role she held between March 2022 and October 2025. She previously worked at Credit Suisse and Suncorp Investment ... |
| | | | ... client relationships across the Asia Pacific region. She previously held a variety of roles at Franklin Templeton and Legg Mason in both Australia and the United States. Silvercrest said with over two decades of experience, Manonian has longstanding ... |
| | | | A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ... |
| | | | Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ... |
| | | | ... The fund was previously available on a range of platforms including Macquarie, Colonial First State, HUB24, Netwealth and Mason Stevens. Financial Standard understands investors have been notified of the fund's closure by Equity Trustees as the responsible ... |
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