Leanne Taylor

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 delivering institutional-grade portfolio management and sophisticated investment solutions to Australia’s most sophisticated advisers and investors.

Leanne is a highly respected senior investment leader with finance industry experience spanning more than 25 years.  She brings deep expertise in macroeconomics, investment strategy and portfolio solutions, with a strong track record of turning complex market insights into clear, actionable decisions for clients.

Most recently, Leanne held senior leadership roles at Victorian Funds Management Corporation (VFMC) and Cbus Super, building and leading capabilities in portfolio strategy, asset allocation and portfolio construction. Earlier in her career, she held senior positions at Allard Partners, IAG, Merrill Lynch (now Bank of America), and Westpac, following her start at the Reserve Bank of Australia.

As Mason Stevens accelerates its strategic shift into the HNW and UHNW segment – offering scalable access to global markets, alternative assets, multi‑currency portfolios, and an outsourced CIO (OCIO) service – Leanne’s appointment marks a significant step in deepening the firm’s investment leadership, governance oversight, and capability to support Australia’s most sophisticated private wealth advisers and family offices.

Leanne is deeply committed to delivering strong outcomes for clients through rigorous analysis, disciplined risk and portfolio management and a collaborative, curious approach to investment leadership and decision-making.  She holds a Master of Economics from the Australian National University, a Bachelor of Economics with Honours from the University of Tasmania, and a Graduate Diploma in Applied Finance and Investments.

Tim Yule, Chief Executive Officer, said: “We are delighted to welcome Leanne to Mason Stevens. Her deep expertise combined with her institutional leadership experience will strengthen our ability to serve HNW and UHNW advisers and investors. Leanne brings the clarity, discipline and investment acumen needed to support advisers who serve the most sophisticated clients in the country.”

Leanne Taylor said: “I’m excited to join Mason Stevens at a pivotal stage of its growth, and I am strongly aligned with the firm’s commitment to high-quality, adviser-focused investment solutions. I look forward to partnering with advisers, family offices and investors to deliver disciplined, institutional-grade investment outcomes supported by robust investment discipline. Turning complex market information into practical, actionable decisions will be central to how we support advisers and clients.”

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Tim Yule

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 the wealth management platform as it looks to accelerate its growth strategy and capitalise on Australia’s rapidly growing High Net Worth sector.

With the backing of Adamantem Capital, Mason Stevens will increase and accelerate investment in its integrated wealth platform and services for wealth practices, focusing on innovations that enhance the client experience, improve efficiency, and support scalable growth.

“Our partnership with Adamantem is a pivotal moment in Mason Stevens’ history and will enable us to fast-track our vision of delivering more advanced investment solutions and growing our client base,” said Tim Yule, CEO of Mason Stevens.

“Against a backdrop of rapid growth in the wealth management sector, we provide unique solutions that offer Financial Advisers the ability to think differently about how they grow wealth for their clients.”

“We look forward to working with the Adamantem team to build on the strong foundations we’ve established and continue to deliver superior results for existing and new clients.”

Mason Stevens has experienced a strong growth trajectory since it was founded in 2010.

Since the beginning of FY22, the business has had 57% growth in Funds Under Administration (FUA) and now manages circa $8 billion in FUA.

Georgina Varley, Managing Director at Adamantem Capital, said Mason Stevens is well-positioned to support clients in the growing wealth management industry.

“Mason Stevens has built an impressive platform and investment offering to help financial advisers deliver on their clients’ investment goals,” she said.

“The breadth and sophistication of what Mason Stevens offers is what attracted us as investors and we’re excited to support them in the next stage of the company’s journey.”

Adamantem Capital is a leading Australian private equity firm established in 2016, with more than A$2bn in funds under management.

The firm has a record of successfully scaling organisations across various sectors, including specialisation in B2B and professional services.

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Tim Yule

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 leading Sydney based private equity firm established in 2016, with more than A$2bn in funds under management. Adamantem is attracted to the opportunity to invest in Mason Stevens, underpinned by the business’ scalable digital platform and unique value proposition, providing differentiated investment solutions for its core adviser and wealth practice customers.

The transaction is an exciting development for the business which Mason Stevens believes will deliver significant value and benefits for clients, employees and shareholders. Underpinned by a strong strategic and cultural alignment, Adamantem’s investment will allow Mason Stevens to further develop innovative solutions for advisers and wealth practices to deliver sophisticated investment offerings to their end-clients. 

“We are excited to partner with Adamantem Capital, who will enable us to take our business to the next level and further our growth,” said Mason Stevens CEO Tim Yule. “This investment will allow us to accelerate our strategy, enhance our product offerings, and deliver even greater value to our clients.”

Georgina Varley, Managing Director at Adamantem Capital, said the firm is delighted to be Mason Stevens’ new growth partner: “We have admired the business for some time and are attracted to its unique and valuable digital platform and investment service offering. We are excited to partner with the Mason Stevens team and to invest behind a strong strategic growth agenda.”

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Andrew Tunny

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 the appointment of Andrew Tunny as Head of Strategic Accounts, a role aimed at driving new business and strengthening platform partnerships across Australia.

Andrew brings a wealth of experience, joining Mason Stevens from global research firm Investment Trends, where he was Head of Growth for four years. His deep expertise, gained from over 12 years at NAB/MLC across various investment, insurance, and practice development roles, positions him as an important figure in Mason Stevens’ strategic growth plans. In his new role, Andrew will drive initiatives to grow relationships and oversee projects aimed at enhancing the firm’s market presence.

In addition to Andrew’s appointment, Mason Stevens welcomes two other key hires: Raymond Tang and Sakaja Kiendi as Relationship Managers, both bringing considerable platform and relationship management experience from their previous roles at Macquarie and Insignia, respectively. Their addition further strengthens Mason Stevens’ ability to deliver superior service to clients and align with its growth strategy.

Tim Yule, CEO of Mason Stevens, commented: “Andrew’s appointment is an important step in our business expansion. His growth-oriented leadership and extensive industry experience will bolster our capacity to manage key accounts and build new relationships, driving the long-term success of our platform. The addition of Raymond and Sakaja further enriches our team’s ability to serve clients as we continue to evolve and expand.”

The appointment of these professionals aligns with Mason Stevens’ commitment to delivering innovative solutions and supporting the growth of its clients. As the business continues to invest in its platform and investment services, these hires reflect the company’s dedication to providing advisers with the tools and support they need to thrive in an evolving market.

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Brad Creighton

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 senior roles in financial markets, most recently at AMP.

With a robust background in portfolio management, trading, macroeconomic and quantitative research, and risk management, Brad’s experience spans across global hedge funds and leading financial institutions. His deep understanding of portfolio construction, dynamic asset allocation, product development, and multi-asset class risk management will be a significant asset to Mason Stevens.

Brad is passionate about helping clients maximise their wealth and working with advisers to deliver the best possible investment solutions for clients throughout their investment journey. In his new role, he will lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients and collaborate closely with the Chief Investment Officer (CIO) Jacqueline Fernley.

Mason Stevens thanks David Macri, the outgoing Head of Asset Allocation, and wishes him well in his future endeavours.

Chief Executive Officer, Tim Yule, commented, “We are excited to welcome Brad to the team. His wealth of experience and passion for delivering exceptional client outcomes align perfectly with our commitment to providing high-quality investment solutions. We are confident Brad will continue to drive innovation and performance in this important role.”

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Laurent Toussaint

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, where he served as Chief Financial and Operating Officer.

A highly experienced leader with 25 years of experience in finance, mergers and acquisitions, strategic planning, and executive leadership, Mr Toussaint’s previous roles include Chief Financial Officer at Ambition, Dimension Data and Associate Director – Mergers and Acquisitions at Deloitte Australia.

Mr Toussaint will join the Mason Stevens Executive Committee and play a critical role in steering Mason Stevens through the next phase of its growth journey.

Mason Stevens CEO Tim Yule said: “Laurent’s strategic guidance and financial acumen, coupled with his track record of providing effective leadership, and experience in the IT and Wealth sectors, made him a perfect fit for Mason Stevens.

“We’ve set our sights on ambitious growth targets and the CFO is an important part of that journey. We look forward to welcoming Laurent to Mason Stevens and benefitting from the valuable contribution he’ll make to delivering our growth strategy.”

Commenting on his appointment, Mr Toussaint said: “I am excited to be joining Mason Stevens at such a pivotal time of growth and momentum for the business.

“Given its impressive track record and solid potential, I am confident that together with the talented team, we will achieve great things.”

Mr Toussaint will join the business in October 2023 and succeeds Wayne Twomey, who will work to ensure a smooth transition before his retirement.

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Mason Stevens Chief Executive Officer Tim Yule welcomed the appointment, “Andrew brings with him nearly three decades’ experience in financial services, including 13 years at the helm of ASX listed company Iress, leading the firm to a multi-billion dollar market capitalisation during his successful tenure.”

“Andrew’s background spans from start-ups through to corporate growth, product innovation and technology, strategy, global M&A and listed markets. I’m confident this deep level of expertise will further strengthen the strategic direction of the Board, bringing a fresh perspective and additional critical thinking as we enter an exciting new phase for our business.”

Newly appointed Andrew Walsh said, “Mason Stevens is embarking on a period of accelerated growth, and I’m looking forward to playing a role in endorsing and championing the strategic direction of the business.”

“Despite a turbulent year in global financial markets, Mason Stevens has achieved record growth in revenue and funds under management and administration, by providing its high performing and innovative platform with investment support and service to financial advisers and their end clients. I look forward to bringing my leadership experience across technology and financial services to provide ongoing strategic counsel to support Mason Stevens’ continued growth,” Mr Walsh said.

Mr Walsh thanked current Non-Executive Director Steve Rickwood, who stepped in as interim Chair in April 2022, following the sudden passing of long-standing Chair Pat Handley.

“I would like to extend my sincerest gratitude to Steve, who has been with Mason Stevens for over a decade, and has led the Board with a steady hand through a challenging period,” said Mr Walsh.

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“Vien and Tracy’s combined experience in driving forward technological enhancements and business growth will ensure Mason Stevens remains at the forefront of the industry”.

Luong, who has over 15 years of experience in the Fintech space said, “Delivering outstanding services direct to financial advisers and end clients is a non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform”.

As Head of Platform, Vien will lead the continued development and enhancement of Mason Stevens superior wealth platform technology. Luong will also work closely alongside the technology team ensuring the platform continues to empower financial advisers to deliver on their clients’ investment objectives.

As Head of Technology, Tracy will drive the Mason Stevens technology strategy and objectives, leading the infrastructure, development, and technology project teams, supporting their requirements to effectively manage the business.

Southern, who joins Mason Stevens from FNZ where she has spent the last 3+ years running the NAB Trade Wealth platform said, “I am excited to drive our technology as part of the extended leadership team, bridging the gap between technology and the business”.

The appointments follow Mason Stevens being awarded Best Platform for Adviser Support by the Adviser Ratings 2022 Financial Advice Landscape Report, reinforcing their innovative approach and dedication to adviser partnerships.

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As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists, and play a crucial role in helping advisers and managers develop models, and facilitate unique platform investment opportunities such as IPO’s, capital raises and bond issuances.

Considered one of the most well-regarded investment professionals in the Australian market, Fernley has deep, proven experience across multiple asset classes, capital allocation, governance, and investment strategy. Her previous experience includes roles as Head of Equities at JB Were, Australian Equity Portfolio Manager at CFS, Head of Research at Wilson HTM, and Portfolio Manager and Head of Research at Magellan.

Mason Stevens CEO, Tim Yule said “as a ‘Platform with a Purpose’ Jacqueline’s skills and background will support us in assisting our model managers in making quality portfolio decisions with discipline and rigour. She is an experienced ‘hands on’ portfolio manager and has a proven track record of delivering top quartile returns.”

The appointment follows another key hire for the firm, with Wayne Twomey recently joining as Chief Financial Officer (CFO). Wayne is a highly experienced finance professional, having held a range of senior finance roles over his career including CFO at Mastercard for Australia and New Zealand, CFO of PWC Australia, and a decade in the United States in various senior finance roles for American Express.

Yule added, “Wayne brings experience, knowledge, and discipline, that will be critical to this important phase of development and growth for the business. We are delighted to have talents of the highest calibre like Wayne & Jacqueline join our organisation.”

2022 is shaping be a big year for Mason Stevens, having been recognised by Investment Trends as the most improved investment platform for the third year running, reinforcing their innovative approach and accelerating plans for growth.

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Ben Lemmon, formerly a Senior Business Development Manager at Hub24, will be responsible for managing client relationships and sourcing new business opportunities across Mason Stevens’ holistic platform and asset management business.

“We are thrilled to have someone of Ben’s calibre join our growing team as we continue to provide the highest levels of service to financial advisers and their clients” said Managing Director & Head of Distribution, Nick Mitchell.

Lemmon will be based in the Sydney office, and will primarily cover NSW & ACT.

The key hire comes off the back of Mason Stevens appointing new CEO, Tim Yule, who previously stated the firm has a “renewed focus on how we move forward to grow and where we can best provide value to clients, all the while keeping the facilitation of our investment expertise, and access to investment opportunities, at the forefront of our proposition.”

“In short, we are a ‘Platform with a Purpose’.”

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