Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 84 results for "Toby"

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of MDAs being released, IMAP chair Toby Potter said he did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... adviser will presumably benefit from remuneration received for providing advice," IMAP said in a regulatory update. IMAP chair Toby Potter wrote a letter to FASEA chief executive Stephen Glenfield explaining managed accounts. "One of the principal drivers ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Management won the Australian fixed interest category and Soteria Capital took out the multi asset class award. IMAP chair Toby Potter said the awards judging panel was impressed by the quality and depth of entries. "It was a very close contest in each ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... becoming a significant part of the advice profession, with many managers and licensees now offering portfolios," said IMAP chair Toby Potter. "The managed account programs that are offered by advice firms are an important development that we want to ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... is led by former Macquarie Group associate director Sam Robson, former Citigroup head is investment advisory and research Toby Lewis, former IOOF head of equities and portfolio construction Paul Saliba, and former AMP Advice head of investment strategy ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... on two fronts towards the end of 2018 - the Royal Commission's potential recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to ...

Private equity will become bigger than hedge funds: Research

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... in the 12 months to June 2018. Speaking to Financial Standard in London, bfinance head of risk and diversifying strategies Toby Goodworth said while ARP mandates have dipped slightly, there's good logic underlying it. Nowadays there are generally ...

Diversification mandates lead the way: Research

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... currency or liability risk (19%). Speaking to Financial Standard in London, bfinance head of risk and diversifying strategies Toby Goodworth said while ARP mandates have dipped slightly, there's good logic underlying it. Goodworth explains the firm ...

New $500m boutique manager partnership

KANIKA SOOD  |  THURSDAY, 16 AUG 2018
... million capacity, with an expected fourth quarter 2008 launch Equus's portfolio managers and co-founders are Rob Stewart and Toby Masters. Masters was a Credit Suisse director of equity derivatives. He has extensive experience in proprietary trading ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence as the ...