Robert Talevski - Activam opens nominations for 2024 Impact Awards: Recognising excellence and impactful achievements in wealth management

 The 2024 Impact Awards, focus on recognising excellence and impactful achievements in wealth management and financial services. These awards aim to highlight those who make a meaningful difference by encouraging growth, building strong partnerships, and driving the evolution of our profession.

The Impact Awards were established to recognise professionals and firms that demonstrate high standards and dedication to their client outcomes. These individuals and organisations play a key role in shaping the future of financial services through their integrity, leadership and vision.

Robert Talevski, Founder and Managing Director of Activam “We are so fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It will be brilliant to recognise these individuals and organisations and the role they play in shaping the future of financial services ecosystem.”


Award categories

Wealth Management

  • Investment Adviser of the Year
  • Rising Star of the Year
  • Industry Thought Leader of the Year
  • Holistic Advice Firm of the Year
  • Boutique Advice Firm of the Year

Funds Management:

  • BDM of the Year
  • Australian Equity Fund Manager of the Year
  • Global Equity Fund Manager of the Year
  • Fixed Income Fund Manager of the Year
  • Alternatives Fund Manager of the Year

Partner Services:

  • Financial Services Publication of the Year
  • Managed Account (SMA/MDA) Offering of the Year
  • Dealer Group of the Year

Kristina Benkotic, Head of Strategic Growth & Partnerships, at Activam added “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.

Nomination Process:

  • Submit your nominations: Now until August 19, 2024.
  • Provide a rationale: In 200 words or less, explain why your nominee deserves to win in their category.
  • Vote on the shortlists: Voting will be open from August 20 to August 30, 2024, for those registered with their name, firm, and contact details.
  • Winner Announcement: Winners will be revealed on September 4, 2024, at the Act Conference Gala Dinner & Awards Night, held at RACV Torquay.

Read the Nomination Form.

Comments

Post a Comment

Popular posts from this blog

Robert Talevski - Investment Management Professional

Robert Talevski is an accomplished investment management professional with nearly 30 years of experience in investment management and advisory activities across large Australian superannuation funds and institutional investors.  In addition to being the Managing Director of Activam Group, his responsibilities within the firm encompass heading up the investment management team, whereby he is responsible for a wide range of investment activities, which include asset allocation strategy, investment manager recommendations, and the portfolio construction process. Additionally, he is responsible for addressing clients’ queries concerning investment-related matters. Robert founded Activam to support and enhance Wealth Practices’ value proposition by fostering meaningful high-touch partnerships. He believes an effective investment management structure delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management. Before establishi...
Read more

Robert Talevski - Activam Group Delivers Strong FY24 Returns

  Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth portfolio returned 15.1%, while the Balanced Portfolio delivered a notable 13.2%, the Moderate portfolio also achieved double-digit returns at 10.9%, outperforming our investment objectives across the series. These returns are net of management fees but do not include platform or administration fees. Activam Group’s Managing Director, Robert Talevski, said “We are thrilled with our performance over the past year, maintaining our strong track record,” he stated. Adding, “At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes.” Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles. Talevski added, “With the sub...
Read more