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Showing 1 - 10 of 408 results for "Mason"

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... 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 ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... 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 ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... 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 ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... 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 ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... 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 ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... 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 ...

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... 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 ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
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 appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
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 ...

Cordis AM winds up only fund

ELIZA BAVIN  |  THURSDAY, 15 JAN 2026
... 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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