Toby Potter is a specialist in the development and management of managed account programs for dealers and fund managers. He is a specialist consultant in the development and operation of managed accounts. TobyAca,-a,cs clients include institutions, dealer groups and investment 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. He was responsible for the provision of managed fund and equities research used by a large number of dealers and advisers.
Other roles have included head of business services for Morningstar Research and general manager Business Services AUSMAQ.