Mason Stevens Chief Investment Officer, Jacqueline Fernley said of the additions to her team, “Lloyd and Andrew have over 36 years combined experience and bring extensive and complimentary skills to the existing team. The combined team is now well positioned to deliver on the Mason Stevens Outsourced CIO strategy as our key differentiation in market.”

As Head of Manager Research, Andrew will work closely with Head of Asset Allocation, Paul Spence supporting clients on their Managed Discretionary Account (MDA) journey and building out the Mason Stevens High Conviction List.

Andrew Ash, who has over 20 years’ experience in wealth management, from roles at Citigroup and Insignia Financial said, “Using my deep knowledge across manager research and portfolio construction, I am excited to be able to lead Mason Stevens manager research efforts”.

After eight months with Mason Stevens, the interim Head of Fixed Income, Andrew Baume has decided to pursue other interests.

Ms Fernley said, “Andrew Baume has been instrumental in re-establishing Mason Stevens capabilities in the fixed income market, and we thank him for the invaluable contribution he has made to the business, in particular to the Global Investments team and wish him all the best for his future endeavours. I am looking forward to welcoming Lloyd Mitchell to the team to lead our Fixed Income capability, which includes the Mason Stevens Wholesale and Retail SMA”.

Lloyd Mitchell, who has over 16 years of experience in financial services across product development and institutional portfolio management, said, “I am looking forward to growing Mason Stevens Fixed Income offering, especially now that normalisation in fixed income markets has resulted in this asset class once again providing compelling income and diversification benefits to multi asset portfolios”.

As Head of Fixed Income, Lloyd will use his extensive knowledge of domestic and global markets including multi-asset, fixed income and equities and will work alongside Jacqueline Fernley, developing portfolios for our clients.

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Paul Spence

Mason Stevens has appointed former State Super analyst Paul Spence to the role of Head of Asset Allocation. Reporting to Chief Investment Officer (CIO), Jacqueline Fernley, the role is responsible for developing bespoke strategic & tactical asset allocation solutions for platform clients running managed portfolios.

CIO Fernley said “Paul comes to us with more than 30 years of market experience with a strong background in portfolio construction and quantitative analysis. He will be instrumental in helping advisers and managers evaluate and implement, disciplined portfolios that aim to enhance investor outcomes.”

Fernley continued: “As their businesses grow, our advisers are increasingly coming to us wanting help in making their investment decisions, whether that be around asset allocation, strategic execution advice, or representation on an investment committee. We have the specialist resources like live trading execution and in-house experts, to support that. This provides advisers the flexibility to instead focus on their client conversations.”

Prior to joining the firm from State Super, Spence previously held various role at AMP, Sustainable Insight Capital Management, Deutsche Asset Management, Zurich-Scudder Investments, and Barra International.

The appointment follows another key hire for the firm, with Ian Weir recently joining as the Senior Dealer in the investment team, reinforcing the firm’s approach of supporting advisers with investment rigour and expertise.

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