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Showing 71 - 80 of 84 results for "Toby"

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... MDAs are a mainstream product. "This will result in an excellent outcome for investors and MDA providers alike," IMAP chair Toby Potter said.

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... interest' will mean that anyone who has a conflicted interest in the underlying investments will have potential problems," said Toby Potter, chair Institute of Managed Account Providers (IMAP). "To avoid best interest issues, an adviser implementing ...

Mercer adds to global infrastructure team

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
Mercer has expanded its alternatives investment capability with an addition to its infrastructure team. Toby Buscombe will join Mercer's global infrastructure investment team later this year after more than a decade with Access Capital Advisers, most ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... reforms, but that this interest was hampered by a lack of understanding and clarity in the wider wealth management market. Toby Potter, IMAP chair, said there was little understanding of the MDA services available, and as such, planning dealer groups ...

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
... aimed 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 ...

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
... the 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 ...

IMAP elects chair

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
The 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 ...