Leanne Taylor
Mason Stevens has strengthened its strategic expansion into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments with the appointment of Leanne Taylor as Chief Investment Officer, reinforcing the firm’s commitment to delivering institutional-grade portfolio management and sophisticated investment solutions to Australia’s most sophisticated advisers and investors.
Leanne is a highly respected senior investment leader with finance industry experience spanning more than 25 years. She brings deep expertise in macroeconomics, investment strategy and portfolio solutions, with a strong track record of turning complex market insights into clear, actionable decisions for clients.
Most recently, Leanne held senior leadership roles at Victorian Funds Management Corporation (VFMC) and Cbus Super, building and leading capabilities in portfolio strategy, asset allocation and portfolio construction. Earlier in her career, she held senior positions at Allard Partners, IAG, Merrill Lynch (now Bank of America), and Westpac, following her start at the Reserve Bank of Australia.
As Mason Stevens accelerates its strategic shift into the HNW and UHNW segment – offering scalable access to global markets, alternative assets, multi‑currency portfolios, and an outsourced CIO (OCIO) service – Leanne’s appointment marks a significant step in deepening the firm’s investment leadership, governance oversight, and capability to support Australia’s most sophisticated private wealth advisers and family offices.
Leanne is deeply committed to delivering strong outcomes for clients through rigorous analysis, disciplined risk and portfolio management and a collaborative, curious approach to investment leadership and decision-making. She holds a Master of Economics from the Australian National University, a Bachelor of Economics with Honours from the University of Tasmania, and a Graduate Diploma in Applied Finance and Investments.
Tim Yule, Chief Executive Officer, said: “We are delighted to welcome Leanne to Mason Stevens. Her deep expertise combined with her institutional leadership experience will strengthen our ability to serve HNW and UHNW advisers and investors. Leanne brings the clarity, discipline and investment acumen needed to support advisers who serve the most sophisticated clients in the country.”
Leanne Taylor said: “I’m excited to join Mason Stevens at a pivotal stage of its growth, and I am strongly aligned with the firm’s commitment to high-quality, adviser-focused investment solutions. I look forward to partnering with advisers, family offices and investors to deliver disciplined, institutional-grade investment outcomes supported by robust investment discipline. Turning complex market information into practical, actionable decisions will be central to how we support advisers and clients.”