Showing 1 to 5 of 5 articles for Toby Potter: ASSURED SUPPORT | TUESDAY, 21 SEP 2021 ... Turbach, [Mason Stevens' managing director] Tim Yule and [Institute of Managed Accounts Professionals' chair] Toby Potter are helping licensees and advisers uncover the hidden value of these facilities. Read more 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 MARTIN MORRIS | MONDAY, 16 OCT 2017 ... $39.2bn as at 31 December 2016. This balance represents an increase of $8.3bn on the 30 June 2016 FUA total of $30.1bn. Toby Potter Chair of IMAP commented on the survey "This new total shows just how significant managed accounts in their various forms ... 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: Legal structure Investment process Technology and operations Advice process These are shown in the diagram ... 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. But what about ASIC-made change? What happens when the not-so-natural world of retail financial ... Read more PAGE: 1 |
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On the horizon
TIM 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.