Implemented Portfolios has announced the appointments of Naomi Christopher and David Plumb to two senior roles to help with its accelerated growth.
Implemented Portfolios which is a provider of managed discretionary accounts recently reached $1.19 billion in funds under management and is aiming to continue its growth momentum with the new hires.
Ms Christopher has been appointed to national manager for marketing and communications after over a decade in financial services.
Most recently Ms Christopher held a similar role at Midwinter Financial Services and prior to that at SQM Research, a funds ratings research house.
“I have a firm belief in the leadership and the whole team at Implemented Portfolios, as well as their philosophy toward the present and future of investment management and financial advice,” said Ms Christopher.
“Most importantly I’m a big believer [of] the positive outcomes their unique service is bringing to advisers and their clients.”
Mr Plumb joins Implemented Portfolios as an independent non-executive director having held various positions across the industry including as a chairman of the superannuation trustee board at Westpac and chairman of Allianz Retire+.
Chief executive and chairman of the board at Implemented Portfolios Greg Kirk said he was pleased to make the announcement as both appointments added significant specialist skills at a critical time for the business.
“Importantly, Naomi and David do not only bring successful career experience – they share an unrelenting conviction for ensuring that our clients end up living their one best life [through] the services that Implemented Portfolio delivers.”
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]
The global association of investment management professionals has announced the appointment of a new chairman and vice-chair of its board of...