![]() Toby Potter Chairman, Institute of Managed Account Professionals
TOBY POTTER | MONDAY, 11 DEC 2017 The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often blurred and this is compounded by a prolific use ... Read more TOBY POTTER | FRIDAY, 29 SEP 2017 There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider Read more TOBY POTTER | TUESDAY, 8 NOV 2016 The ABC and the Greens have made an art form of telling us that man-made environmental change is going to force fundamental change on the natural environment. Read more PAGE: 1 |
Latest News
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.
Magellan sheds name, enters new focus as Barrenjoey
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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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.









