Financial Planning
IMAP to recognise managed accounts excellence

The Institute of Managed Account Professionals has named the finalists for its 2018 Managed Account Awards.

The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising a range of risk profiles and goals-based objectives.

With many investment managers now offering managed account products, the awards acknowledge the growing significance of managed accounts in financial advice, IMAP chair Toby Potter said.

Managed account programs offered by advice firms are also an important development that should be recognised, he added.

"We want the IMAP Managed Account Awards to be recognition of excellent practice among advice firms," Potter said.

"The managed account programs they offer are operated largely out of sight and the best are well resourced, carefully thought through, have a clear investment philosophy with decent track records and deserve to be recognised."

The winners are to be determined by an independent panel including Macquarie Wealth Management head of managed accounts Mark Oliver and former AMP head of research Brad Mathews.

The awards will be presented at an event in Sydney on 1 August. Award categories and finalists are as below:

Licensees Managed Accounts

  • Crystal Wealth
  • Paradigm Group
  • The Lunar Group
  • Viridian Advisory
  • WLM Financial Services
Innovation
  • Dynamic Asset Consulting
  • Elston
  • Financial Simplicity
  • Fincast
  • Managed Accounts
Australian Equities
  • Bennelong Australian Equity Partners
  • DFS Portfolio Solutions
  • DNR Capital
  • Macquarie Investment Management
  • SG Hiscock & Company
  • Shaw and Partners
Australian Equities Small Cap
  • 8ip
  • Pearl Funds Management
  • Macquarie Investment Management
  • Watershed Funds Management
International
  • Pearl Funds Management
  • DFS Portfolio Solutions
  • Powerwrap - WCM Quality Global Growth
  • Prime Financial Group
  • Watershed Funds Management
Multi-sector
  • Atrium Investment Management
  • DFS Portfolio Solutions
  • Dynamic Asset Consulting
  • Innova Asset Management
  • The Lunar Group
Other Asset Classes
  • DFS Portfolio Solutions
  • Mason Stevens
  • Prime Financial Group
  • Real Asset Management
  • Royston Capital

Read more: IMAPInstitute of Managed Account ProfessionalsMacquarie Investment ManagementBennelongDNR CapitalSG HiscockToby PotterMason Stevens
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