Managed Accounts continue to be attractive to financial advisers but the space is becoming increasingly crowded so what is giving providers the edge? The adaptable use of technology is part of the answer but what other factors are in play and what should advisers be looking for?
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Matt Heine
Joint Managing Director,
Netwealth
Matt started his career in financial services over 17 years ago when he joined Netwealth in July 2001. Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group. His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT. Matt is a regular commentator and presenter on these topics.
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Martin Morris
Head of Distribution,
Praemium
Martin has 29 years of industry experience in Australia & the UK, where he has held national roles in both product distribution & AFSL management. Martin is passionate about helping advisers build more profitable, engaging & sustainable businesses.
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Josh Persky
Director, Head of Model Portfolio Solutions,
BlackRock
Joshua Persky, Director, is the lead Model Portfolio strategist & head of MPS Australia, is responsible for leading and executing the commercial strategy for model portfolios within BlackRock's Multi-Asset platform in the region.
Josh joined BlackRock in June 2015, where he was most recently at MSCI (RiskMetrics) in New York, where he was a senior consultant for hedge fund analytics & sales. Prior to leaving Australia for the US, he held senior roles in relationship management within the MSCI index & Barra business, helping pension funds & asset managers with ETF construction, performance attribution & risk management analytics. |
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Jason Komadina
Director, Managed Accounts,
MLC Asset Management
Jason Komadina is Director, Managed Accounts at MLC Asset Management and is responsible for Managed Account Strategies. Jason brings to the role over 20 years’ experience in financial services, specialising in wealth management. Prior to MLC, Jason held the role of General Manager, Product and Investments at Perpetual Private and brings a deep understanding of advice and the role of investment solutions in the advice process.
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| Register for FREE, tune in to our Live webinar on 11th March at 11:00am, learn all about Managed Accounts and earn CPD points! |
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Content discussed on the day is driven by you, so include your questions when you register or send it through on the day and have your question answered live!
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| The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more. |
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