New additions to Mason Stevens investment team

Mason-Stevens/insignia/CitiGroup/investment/

3 February 2023
| By Rhea Nath |
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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.

 

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