Wednesday 9 September | 1.00 – 2.00pm AEST
FREE WEBINAR
MDAs in practice: Building and scaling a managed discretionary account offering
MDAs in practice: Building and scaling a managed discretionary account offering
Wednesday 9 September 2026 | 1.00 – 2.00pm AEST
This webinar is produced in partnership with SIAA and is ordinarily available to SIAA members only. As a Chelmer community member, we’re offering you complimentary access – sign up below.
Deciding to offer an MDA service is one thing. Building one that actually works at scale is another.
This session moves beyond the structural debate explored in our first webinar and into the practical realities of MDA implementation, drawing on a real-world case study to examine what it takes to design, launch and scale a managed discretionary account service.
Andy Robertson, Chief Innovation Officer at Chelmer, will walk through the technology infrastructure required to run an MDA service at scale – covering what firms need in place before they can grow. Nick May, Chief Technology Officer at Income Asset Management Group, will bring the client perspective, sharing how IAM worked with Chelmer and Myriad to build and launch their own MDA offering.
The panel will be introduced and moderated by Maria Lykouras, CEO of SIAA.
Key topics will include
What a well-structured MDA implementation actually looks like – from scoping to first live portfolio
The technology infrastructure required to run an MDA service at scale
A real-world case study, thanks to Income Asset Management Group
The specific challenges of fixed income MDAs – and lessons applicable to alternatives and unlisted assets
Key takeaways for firms at any stage of their MDA journey
Meet our panel members
Andy Robertson
Chief Innovation Officer & Director of Chelmer
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.
Connect on LinkedIn
Nick May
Chief Technology Officer, Income Asset Management Group
Nick May is the Chief Technology Officer at Income Asset Management Group Ltd, with more than 20 years of experience across financial services and technology. Prior to Income Asset Management, Nick held roles at FIIG Securities, where he worked extensively in the fixed income space, and Macquarie Bank. He holds a Bachelor of Business from Queensland University of Technology.
Connect on LinkedInSay goodbye to limits and discover what’s possible
when you partner with wealth management software experts.