Tony Mackenzie

Chief Executive Officer & Co-Founder, Jacobi

With extensive experience running large institutional investment portfolios and a PhD in computational mathematics, Tony's career has been focused on building technology to drive better investment decision-making. Prior to co-founding Jacobi, Tony was the Chief Strategist for Australia-based QIC, where he was responsible for the investment strategy of over $45 billion in client assets.

Authored Articles

Target operating Models in the age of AI

The investment industry is on the brink of a structural reset. Traditional target operating models (TOMs), built around today’s functional requirements and legacy assumptions, are rapidly becoming obsolete.

The Rise of AI-Assisted Coding in Investment Teams

Investment professionals are on the cusp of a transformation that will rival and surpass the spreadsheet revolution of the 1980s. At the heart of this shift is the emergence of specialised AI-assisted coding tools.

The rise of AI agents and future-proofing technology for investment teams

Jacobi CEO Tony Mackenzie discusses how investment firms can future proof their investment processes and operating model to better harness the enormous potential of data, automation and artificial intelligence.

How No-Code solutions are reshaping the future of investment management

From portfolio management, to client reporting, across risk management, through to marketing automation – the scope for potential use of no-code is broad, and growing. As no-code technology continues to evolve, with potential integrations of AI and machine learning, it is expected to further transform the industry, making it more agile, cost-effective, and innovative.

Build vs. buying technology? Top factors when optimizing for both

The debate around building vs. buying technology has become an increasingly nuanced decision as the technology and financial services industries continue to collide.

model portfolio customization article header

Why many investment technologies aren't what they seem when it comes to flexibility

Many investment technologies fall short in providing sufficient flexibility, leaving in their wake a cottage industry of locally-coded end user computing solutions and in-house tools.

Upcoming Events

WTW Manager Ideas Exchange
Panelist
Tuesday 17th & Wednesday 18th, September 2025
Chicago
Event link

IMEA Model Management Roundtable
Panelist
November 2025
New York

Recent Events

ASFA Investment Summit
Speaker
Tuesday 26th, August 2025
Brisbane

Beyond the Hype: Putting AI agents to work in Investment teams
Keynote speaker
Tuesday 25th, June 2025
London

WTW Manager Ideas Exchange
Panelist
Tuesday 25th & Wednesday 26th, March 2025
Melbourne

Future-Proofing Asset Management With A Total Portfolio View
Panelist
Wednesday 12th, March 2025
New York

Presentations

The rise of AI Agents and future-proofing technology for Investment Teams

In this webinar, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - whether as part of initial portfolio construction, ongoing investment and operations processes or as part of client engagement.

Watch now

Jacobi Awards & Accolades

Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025

Jacobi, a leading technology firm focused on transforming multi-asset investment management, is proud to announce that its co-founder, Tanya Bartolini, has been named the WatersTechnology Woman Of The Year at the prestigious 2025 Women in Technology & Data Awards.

Jacobi named in WealthTech100 for the third year running!

The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts.

Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).

The Waters Technology AFTAs is the pre-eminent North American award recognizing excellence in the development deployment and management of financial technology.