New additions to Mason Stevens investment team

Mason Stevens insignia CitiGroup investment

3 February 2023
| By Rhea Nath |
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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 weeks 5 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 weeks 6 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 weeks 6 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

5 days 11 hours ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

2 weeks 5 days ago

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

4 weeks ago

TOP PERFORMING FUNDS