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

Search Results

Showing 1 - 10 of 42 results for "Toby Potter"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... 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 committees ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... 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 of use ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... managed accounts FUM Census. The census also recorded over $10 billion of inflows for managed accounts, which IMAP chair Toby Potter said demonstrates the robustness of the market. "Inflows of over $10 billionn in the past six months demonstrate that ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Douglas Funds Consulting chief executive Nigel Douglas, SQM research head of research Robert da Silva and IMAP chair Toby Potter. According to Potter, this year the awards have received a larger number of entries than ever before. "This reflects the ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... in the census ranged from the large platforms, banks, and MDA Providers through to individual licensees. IMAP chair Toby Potter said that the growth rate in managed accounts is almost approaching 40% per year. "This growth is up from approximately 30% ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing that the data showed a cumulative growth rate over the last three years of 20%. "If that growth rate keeps ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue to improve its offering to clients, despite consolidations and a flurry ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... didn't move when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services to managed accounts ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account portfolios will have been affected in similar ways ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... its regulatory priorities as it switches focus to face the challenges created by the COVID-19 outbreak. IMAP chair Toby Potter said after hearing ASIC's presentation at the IMAP adviser roadshow in Brisbane earlier this month, he doesn't think the regulator ...
PAGE:
1
PREVIOUS
NEXT