All Articles tagged with 'Tim Yule'

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Mason Stevens bolsters UHNW push with CIO appointment

From Mason Stevens

Mason Stevens has strengthened its strategic expansion into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments with the appointment of Leanne Taylor as Chief Investment Officer, reinforcing the firm’s commitment to

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24 Feb 2026

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

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

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

Mason Stevens strengthens platform and technology teams with key hires

From Mason Stevens

Mason Stevens has added Vien Luong as Head of Platform and Tracy Southern as Head of Technology to their growing team. Mason Stevens Chief Executive Officer, Tim Yule said of

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23 Jan 2023

Mason Stevens appoints Chief Investment Officer and Chief Financial Officer

From Mason Stevens

Mason Stevens has appointed Jacqueline Fernley as Chief Investment Officer (CIO) to their growing business. As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists,

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05 Apr 2022

Mason Stevens growth plans continue with distribution director hire

From Mason Stevens

Sydney-based wealth platform Mason Stevens has added to its growing distribution team by hiring a new Sales Director in Sydney, starting the year strong following the largest half of inflows

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14 Feb 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]