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Showing 1 - 10 of 18 results for "OCIO"

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Newly launched arcpoint OCIO scored its inaugural clients, winning mandates from three advisory firms. The Sydney-based firms are Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) ...

Mercer's OCIO lead set to depart

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
Mercer Australia is set to lose the head of its OCIO business after more than 17 years with the firm. Mercer partner Craig Hughes is stepping down to take some downtime, with plans to return to the industry in the second half of 2026. "Working within ...

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 ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO). Granite Bay is founded by Brisbane-based Steve Moon, who is also the managing partner. Moon was formerly an executive ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... clients build robust, future-proof investment frameworks." Satur added that clients have increasingly been approaching MST for OCIO and broader consultancy services, including cross-asset portfolio construction and capital markets expertise. "Our OCIO ...

Geopolitical risks force family offices into alternatives, cash: Survey

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... deal-sourcing (63%), and private-market analytics (75%). Around one-quarter (22%) have used an outsourced chief investment officer (OCIO) or would consider doing so. The majority would also consider using artificial intelligence (AI) for a variety of ...

IFM Investors adds to global client solutions team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 MAR 2024
... expertise to the global client solutions team and help drive our strategy and relationships with investment consultants and the OCIO community, key pillars of our plans to continue to grow IFM Investors globally." Marciano brings more than two decades ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
Mercer has acquired Vanguard's outsourced chief investment officer (OCIO) function, taking on board its 120-strong team. The business, which provides investment management services to not-for-profits and other institutional investors in the US, grows ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... whitepaper notes that given investing is highly regulated, highly complex, and expensive, the outsourced chief investment office (OCIO) model is gaining traction among institutions and advisory firms. Research by Cerulli found the growing OCIO trend ...

Russell Investments chief executive announces departure

CASSANDRA BALDINI  |  FRIDAY, 5 AUG 2022
... managing partner Milton Berlinski added the firm has built on its legacy of asset management innovation. "It's recognised OCIO capabilities to further strengthen itself for the future and address the exacting demands of global investors. On behalf ...
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