Managed Accounts Forum

Events > Best Practice Series > Managed Accounts > 2019

Managed Accounts Forum | 2019 Highlights

Monday, 23 September 2019

James Mantella, netwealth Investments Limited	The Managed Accounts landscape in 2019
Nick Morton & Glen Holder, Resonant Asset Management	Direct securities and ETF focussed SMA approach
Bianca De Melo, Macquarie Investment Management Australia Limited	What drives client satisfaction and what can increase clients' propensity to continue doing business with your firm?
Ben Davis, Zenith Investment Partners Pty Limited	The evolving world of managed accounts
Adviser panel	Smart investing - What are the trends in the market?
Martin Morris, Praemium Limited	How much impact is your business model and technology partner having on profit
Bryce Quirk, Colonial First State	Choosing the right structure for your managed accounts
Panel Session	Moving into 2020 and beyond with managed accounts
Greg Newman, HUB24 & Nathan Jacobsen, Paragem	How managed accounts can comply with the best interest duty

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