Listen to a discussion between Toby Potter and Cameron Harris as they discuss the rapid growth of managed accounts in Australia—SMAs, MDAs, and IMAs— benefits to investors, regulatory complexity, opportunities for fund managers, consultant dynamics, offshore comparisons and integration of illiquid alternative strategies.

Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.

Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.

In this episode we are joined by Toby Potter, Chair of Institute of Managed Account Professionals (IMAP). IMAP is an industry organisation that represents advisers, investment managers, platforms, and other businesses actively involved in offering/supporting managed accounts. Their work includes advocacy with regulators like ASIC. Toby and Cameron Harris, Business Development Manager from Clearway Capital Solutions discuss the key considerations for offshore and onshore fund managers who are seeking to engage with this burgeoning ecosystem.

The podcast is approximately 35 minutes in length and covers the following:

1. Overview of Managed Accounts – SMAs, MDAs, IMAs, their structures, regulation, and levels of customisation
2. Sector Growth and Investor Drivers – AUM growth, adviser adoption, and roles of HNW/UHNWs, family offices, SMSFs, and retail.
3. Investor Benefits and Use Cases – Transparency, estate planning, ESG, and alternatives to pooled funds.
4. Industry Dynamics and Challenges – Impact on fund managers, consultants, distribution, pricing, and operations.
5. Trends and Risks – Offshore comparisons, illiquid alternative strategies and super fund competition.

About Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au