The firm has appointed Rebecca Thomas as Investment Director and Head of Responsible Investments, while Tahlia Rozis joins as Business Development Manager.

The appointments follow a period of strong growth for Federation, led by investor activity across Asia, the launch of a new long-duration energy storage platform and continued enhancements to the Federation Alternative Investments II Fund.

Rebecca Thomas will oversee the integration of environmental, social and governance (ESG) considerations across all of Federation’s investment strategies.

“Responsible investment shouldn’t sit on the sidelines but needs to be embedded into how capital is allocated, how investments are managed and how we create long-term value,” Thomas said. “Federation has built a strong track record of disciplined investing, and I am excited to help deepen the rigour of ESG across the portfolio.”

Prior to joining Federation, Thomas led the Impact Investing team at Social Ventures Australia, one of the country’s earliest and most established institutional social impact investment managers. Her background covers debt capital markets, advisory and investment management across Barclays Capital, Lloyds Banking Group and GE Capital in Europe and Australia.

Tahlia Rozis brings nearly a decade of experience in funds management and platform distribution and will be responsible for adviser engagement and distribution across Federation’s investment strategies.

“There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth,” Rozis said. “Federation is uniquely positioned with its specialist private markets capability, and I look forward to helping more investors access these opportunities.”

Her previous sales roles include positions at Colonial First State, Implemented Portfolios and Perpetual Investments.

Federation CEO Cameron Brownjohn said the appointments come at a pivotal time as investor demand reshapes the private equity proposition.

“There is a lot of potential in certain sectors of the market which will create opportunities heading into 2026,” Brownjohn said. “Three key macro trends driving demand for private capital are, in our opinion, sustainable energy, digitisation of the economy and an ageing population.”

Within sustainable energy, Federation is expanding with the creation of a new long duration energy storage platform, Ascera Energy.

Brownjohn said private equity’s increasing accessibility is drawing in a wider cohort of investors.

“The adviser led market and family offices are increasingly drawn to semi-liquid private equity products offered by managers like us. These products provide a level of liquidity that appeals to a specific segment of client portfolios.”

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The company’s Funds Under Management has continued to steadily increase this year despite the global impacts of the COVID-19 pandemic, reaching a significant milestone of $1.5Bil in FUM this week. Executive Chairman of IPL, Greg Kirk has observed the increase in momentum, saying “It’s pleasing to see our momentum continue over a sustained period and we see that as confirmation of more and more advisers seeing the value in providing their clients with a personalised investment service and using our IMA solution to do so.” IPL welcomed new Non-Executive Director, Dr Steve Garth – Principal of Principia Investment Consultants – to its Board last week.

Dr Garth brings to the Board two decades of experience in key Financial Services roles, including a broad career managing Australian and Global portfolios. He founded Principia in February this year after 19- years at Dimensional Fund Advisers, where as Vice President and Portfolio Manager he played a key role in helping to communicate Dimensional’s investment processes to institutional and adviser clients and prospects.

Prior to Dimensional, he was on the faculty of the University of New South Wales. His teaching and research interests were in optical fiber technology and quantitative finance.

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

Executive Chairman of the Board, Greg Kirk commented on the appointment, saying “This is a significant new addition to our Board and Steve will provide additional strength to our expertise across several strategic disciplines.”

IPL also bolstered its Corporate Development team to leverage further FUM growth, appointing Tahlia Rozis, to the position of Corporate Development Associate. Tahlia brings sound knowledge of the investment management space to the role, from her time at Perpetual working within the wholesale distribution team. She will be working closely with Phil Pilgrim – Head of Distribution, who joined IPL toward the end of 2019 having previously held senior roles within BT.

IPL plans to add further Corporate Development roles in the coming months, and is expected to make more announcements regarding this soon.

In IPL’s Investment Services division, Samantha Feeley has been appointed to the role of Portfolio Operations Assistant. Ms. Feeley was previously employed in the Market Operations Division of Macquarie Bank, as well as holding similar positions at both NAB and RBS. She will support the Portfolio Management team, following growth in the number of Individually Managed Accounts being managed by IPL.

Greg Kirk is pleased about increasing the headcount of the company, saying “As the number of advice businesses utilising our IMA service continues to increase, we made a decision to expand some of the teams to accommodate further growth and widen both our servicing and distribution reach.”

“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.

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