Arcpoint OCIO was founded earlier this year by former Mason Stevens chief investment officer Jacqui Fernley.
She had worked at Mason Stevens for almost four years where she oversaw around $9 billion in assets but left in October 2025 to set up arcpoint.
Her firm works with adviser-led practices, family offices and foundations to give tailored access to institutional-grade expertise.
Its first three mandates come from ek Private Advisory, Capella Advisory, and United Advisory. Capella is a multi-practice licensee, ek is a private client advisory firm, and United Advisory is an adviser-led practice, with all three based in Sydney.
The firm said the greater use of OCIOs demonstrates the investment challenge present for adviser-led practices who are navigating a broader opportunity set that has moved beyond equities and bonds into digital assets, private markets and ETFs.
Combined with the everyday responsibilities of running an advice practice, using an OCIO allows them to outsource the investment decision-making and focus on their clients.
Fernley said: “After more than three decades in markets, what separates practices that compound well for clients from those that don’t is having disciplined decision architecture in place before the volatility arrives. That these three firms committed to mandate-based governance at launch tells me the shift toward dedicated OCIO support is structural, not cyclical.”
Kim Baxter, director at Capella Advisory, said: “Working with arcpoint allowed us to take our investment philosophy and build a managed account architecture around it. The portfolios provide a disciplined core, while advisers retain the flexibility to incorporate satellite exposures where appropriate. It’s not an off-the-shelf solution — it’s an implementation framework designed around how our advisers actually deliver advice.”
“What I value about arcpoint is the ability to work in genuine partnership. ek Private retains strategic advice and the client relationship, and arcpoint provides investment management capability — designing and stewarding portfolios to mandate, with global access and institutional-grade implementation,” Karam Singh, managing partner at ek Private Advisory said.
