Jacqueline Fernley

As Mason Steven’s Chief Investment Officer (CIO), Jacqui leads the firm’s Outsourced Chief Investment Office (OCIO) strategy which includes the investment team, execution, implementation and product management teams. Jacqui plays a crucial role in developing client coverage models across both the pipeline of new clients and the existing client base. The OCIO strategy supports a wealth practices’ journey toward a Managed Account solution and the ongoing partnership thereafter. As a highly experienced investor with over 25 years’ experience, Jacqui is able to leverage her deep understanding of financial markets across a breadth of asset classes, asset allocation, instrument selection, portfolio construction and risk management. During her extensive career, Jacqui has led multiple teams, held leadership positions and developed products within the financial services sector. Jacqui is passionate about mentoring and supporting women in the financial services industry and was recently invited to join Chief Executive Women (CEW) in recognition of her seniority and influence in the financial services sector. During her time at Mason Stevens, Jacqui has launched the firm’s unique OCIO function, allowing wealth practices to draw upon the teams’ deep investment expertise. Jacqui partners with our clients to deliver investment performance in a scaled, compliant and consistent manner across our wealth practices.