The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 47 results for "Toby Potter"

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

... 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

... 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 ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON | TUESDAY, 12 MAR 2024

... 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 drive FUM growth. ...

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% ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Strength amid noise

The market has changed. The opportunity hasn't.

A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE