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Everything from Mason Stevens

Mason Stevens embarks on new chapter with Adamantem Capital

From Mason Stevens

Mason Stevens is pleased to announce that it will complete its acquisition by Australian private equity firm Adamantem Capital. The partnership marks the beginning of an exciting new chapter for

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01 Apr 2025

Mason Stevens enters into strategic growth partnership with Adamantem Capital

From Mason Stevens

Mason Stevens, a leader in the wealth platform space, has announced it has entered into a binding agreement under which Adamantem Capital will acquire Mason Stevens. Adamantem Capital is a

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19 Dec 2024

Mason Stevens expands distribution team with hire of Andrew Tunny to drive business growth

From Mason Stevens

Specialist wealth platform provider Mason Stevens is pleased to announce an expansion of its Distribution team, underscoring the company’s focus on long-term growth and client engagement. Leading this expansion is

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19 Nov 2024

Mason Stevens appoints Brad Creighton as Head of Asset Allocation

From Mason Stevens

Specialist wealth platform provider, Mason Stevens, has announced the appointment of Brad Creighton as Head of Asset Allocation. Brad brings with him 17 years of extensive investment experience, having held

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13 Nov 2024

ECP Asset Management funds added to Mason Stevens OCIO High Conviction List

From Mason Stevens

The ECP Growth Companies Fund and ECP Global Growth Fund have been added to the Mason Stevens outsourced CIO (OCIO) High Conviction List (HCL). The HCL, with its focus on

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06 Sep 2024

David Macri joins Mason Stevens as Head of Asset Allocation

From Mason Stevens

Specialist wealth platform provider, Mason Stevens, has announced it has appointed David Macri, as Head of Asset Allocation. Mr Macri joins the firm after 14 years, at ASX-listed ethical investment management

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10 Oct 2023

Laurent Toussaint to join Mason Stevens as Chief Financial Officer

From Mason Stevens

Specialist wealth platform provider, Mason Stevens, has announced it has appointed Laurent Toussaint, as Chief Financial Officer. Mr Toussaint joins the firm from ASX-listed wealth management and accounting network, Count Limited,

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13 Jul 2023

Jaime Johns appointed as executive director for mason Stevens

From Mason Stevens

Mason Stevens Group Limited is pleased to announce the appointment of Jaime Johns as a Non-Executive Director to its Board of Directors. With extensive experience in financial planning and wealth

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21 Jun 2023

New research reveals financial advisers’ shift towards demonstrating value beyond asset allocation

From Mason Stevens

Financial advisers are placing a strong emphasis on proving their value beyond asset allocation as their primary development focus in the near future. This key finding stems from the recent

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05 Jun 2023

Mason Stevens appoints new chair of board

From Mason Stevens

Leading integrated wealth platform provider, Mason Stevens, has today announced the appointment of Andrew Walsh as Non-Executive Director and new Chair on its Board of Directors. Mason Stevens Chief Executive

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16 Feb 2023

Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]