IRESS will open an office in Adelaide later this month, with the appointment of former Victorian-based account executive, Brett Edwards leading the South Australian charge.
Edwards has worked with IRESS for more than three years, and will oversee IRESS’ activities in the state, as well as further promote IRESS Wealth Management offerings. IRESS has also appointed, Andrew Logan, as the first account executive in New Zealand dedicated to wealth management. Head of wealth management, Andrew Walsh, said his division contributed about 30 per cent to IRESS. The major product developments in the past few months have been the integration of the existing products into the recently-purchased VisiPlan. Plantech will be integrated by the end of the third quarter, and there are also opportunitities to integrate data, such as the super solver databased, into Visi, Walsh said.
Since taking over the top job at the $44 billion Funds SA more than a year ago, chief executive John Piteo has ushered in an investment function overhaul and wrapped up an important stage of the fund’s five-year data transformation program. It pledges to recentre around investment performance and more efficient processes, as the “missing piece” has been found in incoming CIO Con Michalakis.
Darcy SongJanuary 10, 2025
