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

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago

TOP PERFORMING FUNDS