Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed discretionary accounts for advisers. As market volatility rises and efficiency becomes paramount, managed accounts are increasingly valued for their ability to deliver scalable, tailored investment strategies—particularly for high-net-worth clients. Jacqui highlights emerging opportunities in private credit and thematic investments, while underscoring how managed accounts can simplify portfolio management, reduce client friction, and support consistent performance.
Interested in SMAs, MDAs, or model portfolios? Contact nick.mitchell@masonstevens.com.au or visit their website.
-
Investment Podcast #29 – Quarterly Update
As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined …
-
Investment Podcast #28 – New Age of Ethical Investing
U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client …
-
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
-
Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
-
Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
-
Investment Podcast #24 – Quarterly Update
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …
-
AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
-
#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
-
Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
-
AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
-
#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
-
Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
-
Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
-
Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
-
Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
-
AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …