IMAP Managed Accounts Awards finalists announced
The Institute of Managed Account Professionals (IMAP), partnered with research house FE and sponsored by Netwealth, has announced the finalists of the 2018 IMAP Managed Account Awards, which cover both single sector asset classes and multi asset class programs.
Chair of IMAP and adjudicator of the awards, Toby Potter, said managed accounts were becoming a significant part of the advice profession, with many managers now offering portfolios, and the awards were a recognition of excellent practice among advice firms.
“The managed account programs they offer are operated largely out of sight and the best are well resourced, carefully thought through, have a clear investment philosophy with decent track records and deserve to be recognised,” he said.
Also adjudicating were Angela Ashton, Dominic McCormick, Nigel Douglas, Brad Matthews, head of managed accounts for Macquarie Wealth, Mark Olivier, and head of data for FE, Stuart Alsop.
The finalists were:
Licensees Managed Accounts – Sponsored by Blackrock
- Crystal Wealth
- Paradigm Group
- The Lunar Group Pty Limited
- Viridian Advisory Pty Ltd
- WLM Financial Services
Innovation
- Dynamic Asset Consulting
- Elston
- Financial Simplicity
- Fincast
- Managed Accounts
Australian Equities
- Bennelong Australian Equity Partners
- DFS Portfolio Solutions
- DNR Capital
- Macquarie Investment Management
- SG Hiscock & Company
- Shaw and Partners Limited
Australian Equities Small Cap
- 8ip
- Pearl Funds Management
- Macquarie Investment Management
- Watershed Funds Management
International
- Pearl Funds Management
- DFS Portfolio Solutions
- Powerwrap – WCM Quality Global Growth
- Prime Financial Group
- Watershed Funds Management
Multi Sector
- Atrium Investment Management
- DFS Portfolio Solutions
- Dynamic Asset Consulting
- Innova Asset Management
- The Lunar Group Pty Limited
Other Asset Classes
- DFS Portfolio Solutions
- Mason Stevens
- Prime Financial Group
- Real Asset Management
- Royston Capital
AUTHOR
Anastasia Santoreneos
Recommended for you
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
