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

Search Results

Showing 41 - 47 of 47 results for "Toby Potter"

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... circumstances. To date, around 60 per cent of the firm's funds under advice are already run exclusively on managed accounts. Toby Potter, chair of the Institute of Managed Account Providers (IMAP), said technology has allowed MA providers to develop ...

Dealer groups raise stakes in portfolio mgmt

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... Dealer groups are forming deeper relationships with fewer investment managers, resulting in a surplus of managers, said Toby Potter, chairman of the Institute of Managed Account Providers (IMAP) at an industry briefing yesterday. Potter said the pool ...

Managed accounts forum tackles key issues

RUTH LIEW  |  FRIDAY, 30 APR 2010
... at improving planners' businesses as part of the Financial Standard Best Practice Seminar Series. Speakers include: Toby Potter, chairman of the Institute of Managed Account Providers; Stephen Etkind, partner at Minter Ellison; Tristan Laszok, director ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... multi-managers. The syndicate wants more control over pricing, transparency and disclosure, and the investment menus available. Toby Potter, chair of the industry body for managed accounts, IMAP, said Bouris and Miles' business model caters for the next ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
... Institute of Managed Account Providers (IMAP), welcomed the inclusion of SMAs in the super system review and IMAP chair Toby Potter said IMAP will be making a submission on why SMAs are critical to SMSFs. "We regard this as a ringing endorsement of the ...

IMAP elects chair

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
... Institute of Managed Accounts Providers (IMAP), the industry body for managed accounts professionals, has appointed Toby Potter, one of the industry's pioneers, as chair. Tracy Byrne, who helped establish IMAP, is stepping down as chair but will remain ...

IAS gathers momentum

... years since launch. "This is a milestone for IAS and achieved from a start up position just over two years ago," said Toby Potter, IAS chief executive. Counting fund managers and dealer groups as clients, IAS offers portfolio administration, documentation ...
PAGE:
5