Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

New additions to Mason Stevens investment team

Mason-Stevens/insignia/CitiGroup/investment/

3 February 2023
| By Rhea Nath |
image
image image
expand image

Mason Stevens has brought on Andrew Ash as head of manager research and Lloyd Mitchell as head of fixed income to complete its 14-person global investment team.

These two new appointments brought with them more than three decades of combined experience in the field, noted Mason Stevens chief investment officer Jacqueline Fernley.

“Lloyd and Andrew have over 36 years combined experience and bring extensive and complimentary skills to the existing team. The combined team is now well positioned to deliver on the Mason Stevens outsourced CIO strategy as our key differentiation in market,” she stated.

Prior to the role, Ash had been a senior manager for super, macro and ESG at Insignia Financial for over three years. His resume also included Wealth Market and Citigroup. 

As head of manager research, he would work closely with Paul Spence, head of asset allocation, to build out the Mason Stevens High Conviction List and support clients’ managed discretionary accounts journeys.  

Meanwhile, Mitchell’s financial markets career spanned more than 16 years including fixed income, multi-asset and equities. He had previously been with Flag Asset Management for over four years and IFM Investors for over eight years. He was also a chartered financial analyst (CFA) charterholder since 2014.

He would take over the role from interim head of fixed income, Andrew Baume.

Mitchell would be responsible for helping navigate multi-asset, equities, and fixed income in domestic and global markets alongside Fernley. 

Established in 2010, Mason Stevens had over 70 staff nationally with offices in Sydney and Melbourne.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
3