Mason Stevens builds its Global Investments Team

1 February 2023

Leading provider of integrated wealth platform technology, Mason Stevens has appointed Andrew Ash as Head of Manager Research and Lloyd Mitchell as Head of Fixed Income to their Global Investment team. These appointments complete the firm’s 14-strong investment team, whose focus is working with new and existing clients to deliver wealth management solutions within a Managed Discretionary Account framework.

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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