Mason Stevens names new CIO
Yet another firm is strengthening its ultra high net worth (UHNW) offering, this time with Mason Stevens tasking seasoned investment professional, Leanne Taylor, to enhance the firm’s capabilities as its new Chief Investment Officer.
With over 25 years of financial services experience spanning macroeconomics, investment strategy and portfolio solutions, Taylor brings the ability to leverage unique market insights to deliver strong outcomes for clients to the role at the superannuation platform firm.
Her appointment comes as Mason Stevens continues to enhance its capabilities to meet the portfolio management and investment needs of the HNW and UNHW segments, offering “scalable access to global markets, alternative assets, multi-currency portfolios, and an outsourced CIO (OCIO) service”.
Mason Stevens chief executive, Tim Yule, said Taylor strengthens the firm’s “investment leadership, governance oversight and capability to support Australia’s most sophisticated private wealth advisers and family offices”.
“We are delighted to welcome Leanne to Mason Stevens,” he said.
“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.”
Taylor joins most recently from Victorian Funds Management Corporation (VFMC) and Cbus Super, where she held senior roles across portfolio strategy, asset allocation and portfolio construction. She also brings expertise from her time spent earlier in her career at Allard Partners, IAG, Merrill Lynch (now Bank of America), Westpac and the Reserve Bank of Australia (RBA).
“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,” Taylor said.
“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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