 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 |
Latest News
HSBC Australia sells $36b retail loan book to Blackstone
HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone.
Nesta pulls $247m mandate from Northern Trust over climate stance
UK research and innovation foundation Nesta Trust has transferred £120 million ($247m) of assets from Northern Trust Asset Management to Amundi after the US manager withdrew from major global climate initiatives, highlighting the growing commercial consequences of fund managers stepping back from climate ...
Crypto traders surge, Swyftx expands into mainstream assets
Nearly 2.4 million Australian now hold cryptocurrency, according to new research, as local exchange Swyftx announced it is the first domestic crypto platform to offer both traditional asset classes alongside digital assets.
Insignia divests Antares Capital, Fairview stake to Janus Henderson
Janus Henderson will take over Insignia Financial's funds management business Antares Capital Partners, as well as its stake in Fairview Equity Partners, which collectively have $33 billion in assets.
Further Reading
Cover Story
On the horizon
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.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
