MASON STEVENS
Financial planning
Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley....
Financial planning
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...
Funds management
The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...
Funds management
The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment solutions to the financial planning arena....
Funds management
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
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. ...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...