Wealth platform Mason Stevens appoints former Morgan Stanley Head of Family Office as new Chief Strategy Officer
22 May 2025
Australian wealth management platform Mason Stevens is pleased to announce the appointment of Peter Mermelas as Chief Strategy Officer to lead the company’s expansion into the Ultra High Net Worth segment.
As the former Head of Family Office at Morgan Stanley, Peter brings 25 years of experience in equity and fund derivatives, retirement solutions, and innovative investment strategies for the Ultra High Net Worth market.
He joins the business to identify and accelerate growth opportunities, drawing on the platform’s high-end investment capabilities to expand into new market segments. In particular, he’ll be focused on developing Mason Stevens’ relationships with Australia’s growing number of Family Offices and their advisers.
Peter said: “I’m thrilled to be joining Mason Stevens at such an exciting time in the company’s history.
“I have been impressed by their journey so far and believe there are plenty of opportunities to expand into new segments. I firmly believe they have the right combination of sophisticated investment offerings and knowledge to provide UHNW clients and their advisers with expert solutions.
“I look forward to supporting the business on its growth trajectory.”
The appointment comes soon after Adamantem Capital completed its acquisition of Mason Stevens, marking a new chapter for the business under private equity ownership.
As an integrated wealth management platform, Mason Stevens offers advanced investment solutions to Financial Advisers, enabling them to think differently about how they grow wealth for their clients.
The company has experienced a strong growth trajectory since it was founded in 2010 and now manages circa $8 billion in FUA.
Tim Yule, CEO of Mason Stevens, said he’s delighted to welcome Peter to the team.
“Peter’s appointment reflects our ongoing commitment to hiring exceptional talent to drive the business forward,” he said.
“Peter brings extensive experience in the financial services sector and a strong dedication to ensuring clients access the right investment solutions to reach their objectives.”
Mason Stevens is led by some of Australia’s most experienced finance and investment professionals. The company has over 80 staff nationally with offices in Sydney and Melbourne.