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Showing 1 - 10 of 84 results for "Toby"

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... globalised, less economic rationalist and more multipolar world." Meantime, Institute of Managed Account Professionals chair Toby Potter said: "The scale of inflows shows that advisers see managed portfolios as structural to their service models-that's ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... research Rob da Silva; SQM Research sector head real assets, alternatives and multi asset funds Chetan Trehan; and IMAP chair Toby Potter. Commenting, Potter noted that there were more entrants this year than ever before, increasing the quality and standards ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Managed discretionary accounts (MDAs) account for 25% of total assets or $58.3 billion, rose 5% year on year. IMAP chair Toby Potter said there is no doubt that the managed accounts sector is delivering to those investors. "Very good investment performance ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... a major milestone in breaking through to over $200 billion in funds under management using managed accounts," IMAP chair Toby Potter said. IMAP also noted new investment inflows of almost $15 billion. Potter acknowledges the strong inflows have contributed ...

Evergreen funds prime for retail PE investors

MATTHEW WAI  |  THURSDAY, 5 SEP 2024
... the private wealth space to qualify for private equity investments," Partners Group head of private equity business unit Toby Mannock said. "Equally, it's being locked up for long periods of time, that often doesn't suit investors. The qualification ...

Vale Greg Bright

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2024
... by his wife Christine, his children Sophie, Phoebe, Eddie and Christian, daughter-in-law Tia, and grandchildren Tayla and Toby.

QIC promotes key private equity staff

ELIZABETH FRY  |  MONDAY, 19 AUG 2024
... state-backed fund hunts for deals. The promotions include two new partners in the investor's London and San Francisco offices. Toby Suen has been elevated to partner, having joined the quasi-sovereign fund and the private equity team five years ago ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... geopolitical uncertainty around the US election continue to be potential headwinds." Also commenting on the increase, IMAP chair Toby Potter said: "The platform providers' expansive use of SMAs as a vehicle to service the adviser/licensee market help ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... uncertainty around inflation and growth may continue to fuel uncertainty for the remainder of the year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... Single Sector Asset, Multi Asset Class, ESG, Innovation, Licensee category and the new Boutique Licensee category," IMAP chair Toby Potter said. "In particular, the strength of the Licensee Category and Boutique Licensee Category recognise the breadth ...
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