Jacqui Fernley

Hamilton Wealth Partners, a specialist family wealth advisory firm, has appointed arcpoint OCIO as its outsourced chief investment office, with arcpoint founding partner Jacqui Fernley taking the role of chief investment officer for the firm.

The appointment follows the firm’s 2026 strategy review, which assessed what growing families now need from their adviser and what Hamilton Wealth Partners should be building to meet it.

Will Hamilton, chief executive and founder of Hamilton Wealth Partners, said: “Investment expertise is what gets an advice firm in the door, it is not what holds a family for thirty years.

“What holds them is the depth of the advice relationship, across structures, succession planning, the family business and the next generation, and as our clients’ affairs have grown that relationship has asked more of all of us.

“This appointment adds to what our advisers do rather than taking anything away from them.”

Fernley is supported at arcpoint OCIO by her wider investment team and research partnerships. Most recently, she was chief investment officer at Mason Stevens, leading the asset management function and overseeing approximately $9 billion in client capital. Her career has also included senior investment roles at Wilson HTM, Magellan Financial Group, JBWere and Colonial First State Global Asset Management.

Fernley said: “This is a partnership built around the firm’s existing team. As an advice practice grows, investment management quietly stops being a portfolio question and becomes a process one, and Hamilton Wealth Partners reached that point and was clear about what it wanted done.

“Our team at arcpoint OCIO sits alongside the firm’s advisers, bringing institutional grade governance and disciplined implementation across both public and private markets, while the client relationship stays where it should, with the adviser.”

Hamilton Wealth Partners has formalised how investment decisions are made and deepened the analysis behind them. Oversight remains with the firm’s Investment Policy Board, which continues under independent chairmanship and reports to the Advisory Board, and each client’s adviser keeps the suitability decision.

Hamilton added: “arcpoint OCIO works inside our team rather than at arm’s length from it, so our clients keep the relationship they have always had and gain an investment process built to an institutional standard.

“Our clients do not need more products, they need better decisions made on their behalf and explained properly, and this is the most important appointment we have made.”

Fernley will feature across the firm’s investment publications, client events and presentations, including its monthly Investor Insights, and will be introduced to clients at dinners in Melbourne and Sydney in November.

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