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Curved Structural Design

About Us

arcpoint OCIO is a dedicated outsourced chief investment office for adviser-led practices, family offices and foundations.

We work alongside adviser-led practices, supporting your philosophy, your advice model and your client relationships, while providing the frameworks, governance and disciplined stewardship needed for decisions to hold together through time.​

As practices grow, every successful team reaches an inflection point — the Arc Point — where complexity and scale collide. Client needs become more sophisticated, governance expectations rise, and informal decision structures that worked earlier stop being sufficient. The tension is not a lack of investment ideas; it is scaling decision quality: expressing a distinct client philosophy consistently, while carrying responsibility forward as conditions change and teams evolve. arcpoint exists to help you meet that moment with mandate clarity, decision stewardship through time, and governance that enables judgement rather than replacing it.

The S-Curve

If your practice is at (or approaching) that scale-and-complexity moment, we’d welcome the opportunity to work with you. If you would like to embed scalable portfolio solutions within your wealth practice, or are interested in understanding our bespoke HNW, Endowment and Family Office solutions, we’d be pleased to engage. 

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Who We Serve

Every engagement starts with what the client is trying to achieve — then we design and steward portfolios to align with those requirements over time. Institutional capability, defined mandates and enabling governance help keep decisions clear, disciplined and consistent.

Adviser-led Practices

We deliver differentiated client value propositions, aligned to your advice process and philosophy

HNW and UNHW Private Clients

We work with advisers to review wholesale client portfolio and deliver the answer utilising cost effective building blocks and asset allocation that incorporates existing assets

Foundations, Charities and Family Offices

Endowment style portfolios with institutional pricing, governance and access

Our Team

Team Member

Jacqueline Fernley, CFA

Founding Partner, CEO and CIO

Team Member

Alex Haynes

Founder & Managing Director, CIO Investment Partners | Partner, Fiduciary Partners

Team Member

Jaime Johns

Non-Executive Chair

Team Member

George Walker

Co-Founder & Managing Partner, Fiduciary Partners

Team Member

Diana Mousina

Investment Committee

Team Member

Paul Spence

Quantitative Consultant

Team Member

Alexandra Fernley

Quantitative Analyst

Modern Highway Bridges

Inaugural Outlook and
Strategic Asset Allocation

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