Toby Potter is a specialist in the development and management of managed account programs for dealers and fund managers.
Toby was the founder and Chief Executive Officer of Investment Administration Services (IAS), a specialist administrator of managed accounts. IAS provides a range of investment programs, with management by investment managers for retail MDAAca,-a,cs and administration services for investment managers who have direct wholesale clients.
Previously Toby was Chief Operating Officer for InvestorWeb Research (a division of IWL Ltd.), Head of Business Services for Morningstar Research, and General Manager Business Services AUSMAQ.