Why are financial planning businesses looking seriously at managed accounts; How are financial planning businesses incorporating managed accounts into their businesses; Implications for investment management and model portfolio design; Product manufacturing and distributing your solution

David has over 20 years experience in the financial services industry and has held a number of senior roles at Permanent Trustee, Trust Company, Aegis and Investment Administration Services (IAS) in custody, operations, information technology, investment administration and managed accounts. These roles have included responsibility for sales and distribution, product development, defining operational and technology strategies and implementing change. David has extensive experience in the administration of listed investments, managed accounts, sales and relationship management.

David joined IAS in early 2008 in the Head of Distribution role where he focuses on the design, build and implementation of Private Label discretionary portfolio services for advisory firms.