Future IM/Pact welcomes new wealth management partners

Yasmine Raso

Senior Journalist

14 March 2025

Future IM/Pact, the industry initiative centred around talent attraction and retention, has welcomed four new wealth management partners to the fold, joining foundational partner LGT Crestone.

The support from Morgans Financial, Evans & Partners, Morgan Stanley and Canaccord Genuity will expand the reach of Future IM/Pact to women and other diverse talent working in the investment advice space.

Yolanda Beattie, founder of Future IM/Pact, said the partnerships came at a particularly opportune time, given women are set to play a large role in the impending intergenerational wealth transfer and expected to inherit 65 per cent of the $5 trillion handover by 2034.

“Our passion has always been to bring more women into the capital allocation process, which has such a huge impact on the global economy and society,” she said.

“Australia’s private wealth market matches the superannuation sector for size and significance, and we’re thrilled to be enabling this career pathway for more talented women.”

At the same time, the initiative also announced the appointment of Brian Delaney, former QIC executive and current chair of the Fund Executives Association Limited (FEAL), as Chair of its Advisory Board.

Bringing decades of experience across investment and superannuation, Delaney will assist in growing Future IM/Pact’s partnerships and developing leadership and career programs for mid-to-senior-level women in the investment space.

“I’ve long been frustrated with the lack of progress in improving the number of women in investment decision-making roles, and I wanted to play a more active part in the solution,” he said.

“Future IM/Pact’s model of bringing industry leaders together to build the pipeline from the grassroots through to more senior roles appealed as a way for me to make a tangible impact.”