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FREE WEBINAR

Revolutionising Managed Accounts: Insights from industry leaders

We’re partnering with the Stockbrokers and Investment Advisers Association (SIAA) to bring you an insightful webinar looking at the role of technology in managed accounts. Join our panel of experts on Wednesday 12 March from 1 – 2pm (AEDT). Chelmer’s Andy Robertson and Toby Potter from Philo Capital Advisers, along with webinar moderator Leanne Bradley from Suite2Go, will explore the benefits and challenges of managed accounts, emerging regulatory issues, and how technology is providing the solutions.

Sign up to our community list to receive complimentary access to this SIAA webinar. Complete the form below to receive your registration instructions.

Key topics will include

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Latest trends and developments in the managed accounts market

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How technology is transforming managed accounts operations

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Emerging regulatory challenges and compliance considerations

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Practical strategies for optimising managed accounts processes

Meet our panel members

Andy Roberts

Andy Robertson

Chelmer’s Chief Innovation Officer and Director

Andy plays a vital role in setting production direction for Chelmer’s wealth technology platform, Myriad. Committed to providing elegant solutions, Andy’s career has been in financial markets and financial services with a technology focus. He has been a Director on Chelmer’s Board for over 24 years and was previously CEO for 18 years.
Toby Potter

Toby Potter

Director at Philo Capital Advisers

Toby is one of Australia’s most experienced and successful managed account executives. Prior to joining Philo, Toby was responsible for platform strategy and managed accounts at IOOF where he designed and implemented managed account programs tailored to the needs of different Australian financial services licence (AFSL) holders in that group. Toby is a strong advocate for all forms of managed accounts and is the Chair of the Institute of Managed Account Professionals (IMAP).
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Leanne Bradley

Leanne Bradley

Co-CEO of Suite2Go, Moderator

Leanne has over 20 years of experience as a financial services professional, specialising in asset management, superannuation, and wealth management fintech.
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