Implemented Portfolios expands teams

In a statement, Implemented Portfolios said it had appointed Principia Investment Consultants principal Steve Garth to its board.

Dr Garth is a former vice president and portfolio manager for global investment manager Dimensional Fund Advisers who started his own investment consultancy earlier this year.

“I am delighted to be joining the board of Implemented Portfolios as non-executive director,” Dr Garth said. 

“I look forward to working closely with the rest of the board and the entire Implemented Portfolios team over the next few years, helping the firm to accelerate its growth and deliver outstanding investment outcomes for financial advisers and their clients.”

The group said it had also appointed former Perpetual business development associate Tahlia Rozis as its new corporate development associate.

Implemented Portfolios said Ms Rozis would bring “a sound knowledge of investment management” to the new role, where she would be working closely with the group’s head of distribution, Phil Pilgrim.

Additionally, the group appointed Samantha Feeley to the role of portfolio operations assistant, supporting the portfolio management team across Implemented Portfolios’ range of individually managed accounts (IMAs).

Ms Feeley had previously worked in Macquarie Bank’s market operations team and held roles at NAB and Scottish bank RBS.

“As the number of advice businesses utilising our IMA service continues to increase, we made decision to expand some of the teams to accommodate further growth and widen both our servicing and distribution reach,” Implemented Portfolios executive chairman Greg Kirk said.

“The new members of our team all possess unique and highly desired skill sets that will further enrich our adviser and client-centric culture and in turn, enhance the innovative service we deliver to financial advisers and their clients.”

The group said it was now managing over $1.5 billion in client funds as of 19 November.