Both appointments reflect the same thesis: market regimes now change faster than most portfolios were built to absorb, and dynamic asset allocation is increasingly the difference between portfolios that keep pace and those that do not. Brad managed global macro portfolios at Millennium Capital Partners and led dynamic asset allocation at AMP. Tracey adds more than 15 years of equities research across global and Asia Pacific markets, along with the AI research platform she has built to support arcpoint’s investment process.

Asked why the firm made two senior hires at once, Jacqueline Fernley said: “The whole point of a founding team is the quality of the bench you put behind every client decision. Brad has managed multi-asset and global macro portfolios at firms that set the standard globally. He sees markets and the role of portfolio construction differently, and he is relentlessly focused on what actually lands in a client’s portfolio. Two senior decision-makers accountable for every mandate, supported by a formal Investment Committee, is how you deliver consistent outcomes through a market cycle rather than a single point of view.”

A true Co-CIO, not a deputy

Confirming a two-person Chief Investment Officer model answers the question that follows any young firm directly: what happens when investment decisions rest on a single individual. Brad’s blend of multi-asset portfolio management and global macro experience sits squarely alongside Fernley’s own, so every mandate has two senior investors accountable for it and continuity of judgement through market cycles and personnel change alike.

“What drew me to arcpoint is how central the client is to everything we do. It sounds obvious, but it is not always how things go, given the pressures the industry is under. The job is not to hold a house view for its own sake, or because it is the most scalable thing to deliver. It is to produce genuine investment outcomes, in a way that is both disciplined and aligned to the practice’s chosen mode of advice. Building that with two of us fully accountable, and a talented team around us, is how we earn the trust that comes with managing someone’s capital,” Creighton said.

Deepening the bench: Tracey Wahlberg joins as Partner

The second appointment deepens the bench behind the two CIOs. Much of the conversation about artificial intelligence in investing has centred on fund managers using it for stock selection; arcpoint is applying the same capability to its outsourced CIO model, from scratch and without legacy. That allows arcpoint to offer a range of bespoke services to wealth practices, family offices and foundations at scale. Tracey joins after founding her own business focused on developing proprietary investment management tools, extending arcpoint’s ability to build the customised mandates clients require. She leads that work as a partner with a seat and a vote on the Investment Committee.

“Tracey has proven herself to us on the investment substance and on the fit, repeatedly, which is why she joins as a partner, not an employee,” Fernley said. “We carry no legacy systems, so we can build capability through an AI-native lens, from scratch and at speed. We launched our client portal six weeks ago; it gives our clients the specific services they need from us in real time as well as key portfolio construction tools. It has been very well received.”

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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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