Press Release - IMAP Announces 2019 Managed Account Awards Finalists

30 May 2019

The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 IMAP Managed Account Awards.

The awards cover both single sector asset classes and multi asset class programs which generally have a range of risk profiles or other goal based objectives. In addition, there is an award specifically for managed account programs offered by Advice firms that are integrated into the advice process.

There is also an innovation Award for the service which does most, in the judge’s opinion, to advance the development of managed accounts.
“Managed accounts are becoming a significant part of the advice profession, with many managers and licensees now offering portfolios.

The managed account programs that are offered by advice firms are an important development that we want to recognise” said Toby Potter, Chair of IMAP. “We want the IMAP Managed Account Awards to be a recognition of excellent practice among advice firms. The managed account programs they offer are operated largely out of sight and the best are well resourced, carefully thought through, have a clear investment philosophy with decent track records and deserve to be recognised.”

To adjudicate the awards, IMAP has convened a panel of independent researchers and other specialists – Dominic McCormick, Nigel Douglas, Angela Ashton, Brad Matthews, Paul Saliba, Mark Oliver and Stuart Alsop.

The finalists are:

Licensee Managed Account
• Canaccord
• Crystal Wealth
• Prime Financial Group
• Royston Capital
• Stanford Brown
• Viridian Advisory

Innovation
• BTFG
• Investum
• JB Were
• Nucleus Wealth
• Praemium
• Resonant

Australian Equities
• Antares Equities
• Blackmore Capital
• Elston Asset Management
• Perpetual Private
• Watershed Funds Management
• DNR Capital

Australian Equities Small Cap
• Macquarie Investment Management
• Watershed Funds Management
• Infinity Asset Management
• Pearl Funds Management

International Equities
• Loftus Peak
• Nucleus Wealth
• Pearl Funds Management
• Private Portfolio Managers
• Royston Capital
• Watershed Funds Management

Multi Asset Class
• Canaccord
• Infinity Asset Management
• Resonant
• Shaw and Partners
• Soteria Capital
• Watershed Funds Management

Australian Fixed Interest
• JB Were
• Mason Stevens
• Prime Financial Group
• Real Asset Management
• Royston Capital

Download this press release as a PDF here


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Jane McIlroy - National Marketing and Events Director
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