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
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