Wednesday 24 June | 1.00 – 2.00pm AEST
FREE WEBINAR
SMA vs MDA: Choosing the smarter Managed Account strategy for your business and clients
SMA vs MDA: Choosing the smarter Managed Account strategy for your business and clients
Wednesday 24 June | 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.
Our first session tackles one of the most practical questions facing advisers today: when does an SMA work, and when does an MDA work better?
Industry experts will compare Separately Managed Accounts and Managed Discretionary Accounts, examining which structure best supports your clients’ needs and your firm’s business model.
Jacqueline Fernley, Founder of arcpoint OCIO, will share insights into client outcomes, efficiency, compliance and governance, drawing on her experience across institutional investment management and OCIO strategy.
Andy Robertson, Chief Innovation Officer at Chelmer, will demonstrate how firms can automate portfolio management across both SMA and MDA structures – scaling advice delivery without scaling headcount.
The session will be moderated by Leanne Bradley, Co-CEO of Suite2Go.
Key topics will include
SMA vs MDA: understanding which structure best supports your clients and your business model
Client outcomes, governance and compliance considerations across both approaches
How technology enables firms to automate portfolio management at scale
Practical strategies for scaling advice delivery across SMA and MDA structures
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
Jacqueline Fernley
Founder of arcpoint OCIO
Jacqueline Fernley is the Founder of arcpoint OCIO. She leads partnerships with wealth practices, family offices and foundations to deliver decision quality at scale through CIO-level stewardship, institutional governance, and disciplined implementation across public and private markets. Jacqueline is a senior investment executive with deep experience across listed equities and multi-asset investing, spanning portfolio management, research leadership and governance. Before establishing arcpoint, she served as Chief Investment Officer at Mason Stevens.
Connect on LinkedIn
Leanne Bradley
Co-CEO & Principal of Suite2Go
Leanne is Co‑CEO of Suite2Go, where she focuses on connecting world‑class fintech providers with the Australian investment management, superannuation and wealth industry to drive end‑to‑end transformation. She brings over 20 years of financial services experience across asset management and product leadership roles with firms including BT Investment Management (now Pendal), Deutsche Asset Management, Aberdeen and AMP Capital. Leanne also contributes at board and advisory level across a range of organisations and is also involved in a number of investment committees.
Connect on LinkedInSay goodbye to limits and discover what’s possible
when you partner with wealth management software experts.