![]() Robert Talevski Managing Director, Activam Group Pty Ltd (at time of writing) Robert Talevski is an accomplished investment management professional with nearly 30 years of experience in investment management and advisory activities across large institutional investors. In addition to being managing director of Activam Group, Robert leads the investment management team, responsible for asset allocation strategy, investment manager recommendations, and the portfolio construction process. He has a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA).
ROBERT TALEVSKI | FRIDAY, 30 AUG 2024 In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes to managed accounts. The decision between tailored and off-the-shelf solutions extends beyond mere ... Read more PAGE: 1 |
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GDG sales hit record as FUM grows 29%
Generation Development Group (GDG) reported stronger funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life despite more cautious investor and adviser activity.
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Magellan Financial Group will retire its name and rebrand to Barrenjoey Capital Partners, as the newly combined group heightens its focus on investment banking, institutional sales, trading and execution services.
Wealthy investors keep cash despite market optimism
Australia's high-net-worth investors remain optimistic about market returns but are retaining significant cash holdings as interest rates, inflation and policy uncertainty complicate investment decisions.
MA Financial locks down flagship private credit fund, shutters another
MA Financial has now suspended all redemptions and applications to its MA Secured Loan Series Fund and will also wind up the MA Secured Real Estate Income Fund.
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MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.









