MASON STEVENS

Financial planning

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

Funds management

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens. ...

People & Products

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...

People & Products

Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...

People & Products

Enda Mahoney, former chief technology officer at Mason Stevens, has taken up a similar role at Ignition Advice with the remit of leading its platform and product division...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

People & Products

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings....

People & Products

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

image
People & Products

The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....

image
People & Products

The investment technology platform welcomes a new head of platform and head of technology....

image
People & Products

Mason Stevens has expanded its senior management team with the appointments of Jacqueline Fernley as chief investment officer and Wayne Twomey as chief financial officer....

image
People & Products

Mason Stevens has replaced outgoing Vincent Hua with Tim Yule as chief executive, bringing 25 years of experience in investment banking and wealth management to the role....

image
Funds management

There are 18 management groups which saw all their funds only receive 1 Crown, the lowest rating, in the latest FE fundinfo Crown ratings rebalance. ...

image
Funds management

Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 4 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 weeks ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 6 days ago

Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...

1 week ago