Advice firms using Philo Capital Advisers can benefit from the extensive experience of its two principals, Brett Sanders and Toby Potter. Brett and Toby work with client firms to design an approach to managed accounts that suits their particular goals and strategies.
Brett Sanders - Chief Executive
Brett has been actively involved in designing and implementing managed account services since 2009 and co-founded Philo Capital Advisers in 2011. He was a driving force in seeing it grow to over $3.2 billion in investor funds under advice in just over 3 years. He brings extensive experience in asset consulting, financial services technology and general management to his role at Philo. Brett was project manager and executive responsible for the design of Centric Wealth's highly successful managed account program.
Toby Potter - Executive Director
Toby is one of Australia's most experienced and successful managed account executives. Prior to joining Philo Toby was responsible for platform strategy and managed accounts at IOOF and before that Shadforths group. At IOOF he designed and implemented managed account programs tailored to the needs of different AFSL holders in that group. Toby was also the founder of Investment Administration Services – one of Australia’s first managed account administrators. Toby is a strong advocate for all forms of managed accounts and is the Chair of the Institute of Managed Account Professionals (IMAP).