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Showing 1 - 10 of 100 results for "Mason Stevens"

JANA hires general manager, wealth

JAMIE WILLIAMSON | THURSDAY, 7 MAY 2026

... 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, investment ...

arcpoint OCIO wins three mandates

KARREN VERGARA | WEDNESDAY, 22 APR 2026

... 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 Management ...

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

... 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 ...

Nuveen brings global real estate strategy to Australia

ANGELIQUE MINAS | TUESDAY, 9 DEC 2025

... Australian-domiciled feeder fund, Nuveen Global Cities Private Real Estate Fund. It is currently available on Netwealth, Mason Stevens, CFS, and Praemium. The fund is designed to provide favourable long-term risk adjusted returns, current income and ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN | TUESDAY, 25 NOV 2025

Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ...

Super funds break records, inactive accounts balloon

KARREN VERGARA | WEDNESDAY, 10 SEP 2025

... have the highest median account balance of $545,808 and $525,461 respectively. Retail superannuation funds, such as Mason Stevens Super, Praemium SMA Superannuation Fund, Fiducian Superannuation Fund and Macquarie Superannuation Plan, hold relatively ...

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 ...

Super fund growth: The winners and losers

ANDREW MCKEAN | FRIDAY, 4 APR 2025

... "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 attributed ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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