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MASON STEVENS
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....
People & Products
The investment technology platform welcomes a new head of platform and head of technology....
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....
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....
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. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....