A rumble in the jungle: adviser panelMichael Driessen, Kieran Canavan, Daniel Testa
Partner, Chief Investment Officer, Senior Adviser
GDA Financial Services, Centric Wealth, Findex Group

Trailblazers: innovating with managed accounts in challenging timesTerry Constable, Leith Thomas, Max Riaz
Chief Executive Officer, Chief Executive Officer, Director
Acclaim Wealth, Managed Portfolios, First Clarity Investment Management

Navigating portfolio construction in the current marketRebecca Jacques
Head of Investment Solutions
Mercer (Australia)

Nurturing growth: how innovative managed accounts support clients across their wealth journeyKirstie Oliver, Brett Mennie, Ryan James, Libby Newman
Director, Head of Managed Portfolios, Principal Financial Adviser, Senior Investment Specialist - Strategy and Research
Eleventen Advisory, HUB24, Sonder Advisory Group, Vanguard Investments Australia

Mapping the landscape: managed accounts trends, usage and what's nextKathleen Gallagher, Alex Brown
Head of Model Portfolios EMEA & APAC, Business Development Manager
State Street Global Advisors, State Street Global Advisors

Managed Accounts Forum 2024 | highlightsThe managed accounts sector is going from strength to strength in Australia, with more than half of all financial advisers now using them and close to $200 billion in funds under management. As such, the managed accounts conversation has shifted from ...