Implemented Portfolios adds distribution team execs
Laura McInerney and Kieran O'Halloran have joined Implemented Portfolios' partnerships and distribution team in a new executive role, sitting under general manager Phil Pilgrim.
McInerney spent the last few months as a client relationship manager for Private Portfolio Managers (PPM) and, before that, held relationship management roles with Xplore Wealth, FIIG Securities, and RaboDirect. She began her career as a client service associate in her native Ireland.
"It is exciting to witness what was not long ago a one-man distribution team evolve into a team of five, which we believe is a demonstrated reflection of our company's continued progress," said IPL executive chair Greg Kirk. "As our momentum continues to intensify during 2021, we are delighted to further strengthen our teams as interest in our Individually Managed Account (IMA) service continues to grow."
Kirk said that IPL now has a collaborative relationship with more than 120 advice practices and manage more than 4,000 model portfolios. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing shift towards delivering a more personalised investment experience to investors based on individual preferences and values, and our service enables advisers to provide this individualisation to their clients at scale.
"The new additions to our teams will assist in servicing this growing clientele and supporting the financial advisers utilising our service."
McInerney joined the organisation in early 2021.
Relationship Manager (NSW/QLD)
Executive, Partnerships and Distribution Team