Jacqueline Fernley

arcpoint OCIO, a dedicated outsourced chief investment office (OCIO), working with adviser-led practices, family offices and foundations, launched this month in partnership with Fiduciary Partners to support adviser-led practices seeking to deliver differentiated investment outcomes as their businesses grow. An outsourced chief investment office gives advisers and HNW’s tailored access to institutional-grade investment expertise.

arcpoint OCIO Founder and Chief Investment Officer Jacqueline Fernley said: “The demands on adviser led practices have become increasingly complex. We see a need to deliver quality investment decisions at scale, given shifting market dynamics and intergenerational wealth transfer. The suite of investment opportunities has grown exponentially to include digital assets, private markets and ETF selection. Portfolio construction as a consequence, within this new landscape, needs to evolve.”

Jacqueline was most recently CIO of Mason Stevens with oversight of ~$9Bn and prior to that was Head of Equities at JBWere, Portfolio Manager at Colonial First State Global Asset Management and Head of Research at Wilson HTM and Magellan Financial Group.

Fiduciary Partners, Managing Director, Alex Haynes said: “We have been searching for a team of this calibre for some time and are delighted to partner with arcpoint OCIO as the first step in building the OCIO Collective. Jacqueline and her team bring decades of investment experience into the business and will disrupt the managed account industry via genuinely differentiated advice led solutions.”

Through its partnership with Fiduciary Partners and participation in the OCIO Collective, arcpoint OCIO will have access to global research, implementation capability and operational infrastructure through its engagement with Mercer, a global professional services firm. This will enable arcpoint OCIO to focus on investment judgement, governance and disciplined decision-making with robust implementation support.

Why arcpoint OCIO exists

As practices expand, portfolios evolve and market conditions change, investment decisions increasingly need to be carried forward with consistency and care. Advisers remain accountable to clients for those outcomes over long periods of time, even as portfolios, opportunity sets and teams change.

arcpoint OCIO is designed to support advisers in this environment. It works alongside adviser-led practices by providing CIO-level decision stewardship through time, within clearly defined mandates, while advisers retain control of their investment philosophy, client relationships and suitability. The role is not to impose a centralised investment view or replace the adviser, but to help ensure an adviser’s philosophy continues to be applied consistently as conditions change.

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