Lonsec Holdings has today announced the integration of its Lonsec Investment Solutions (LIS) and Implemented Portfolios (IPL) managed account solutions to offer advisers and their clients a broader suite of investment options – with Lonsec’s Listed Managed Portfolios now made available via IPL’s Individually Managed Account (IMA) service.

Advisers and investors using the Lonsec Listed Managed Portfolios via IPL will benefit from similar inclusions of IPL’s regular IMA service, including:

  • easy to adopt model portfolios, implemented and managed in collaboration with the adviser by IPL’s trusted and experienced portfolio implementation managers,
  • the ability to tailor investments according to individual client preferences, and
  • regular, adviser branded economic and investment commentary written and sent to clients

Speaking of the new offering, CIO of Lonsec Investment Solutions, Lukasz De Pourbaix said, “All of Lonsec’s managed portfolios combine our extensive expertise in portfolio construction, asset allocation and investment selection with our best ideas to offer portfolios that meet the needs of a broad range of investors.”

“Our Listed Managed Portfolios draws on Lonsec Research’s in-depth investment product research, and only invests in listed structures, such as Exchange Traded Funds (ETFs), that are rated ‘Recommended’ and higher.”

“Offering these portfolios via the IPL IMA service will now allow advisers and their clients the flexibility and individual tailoring that the IMA investment vehicle provides.”

IPL was acquired by Lonsec Holdings in August 2022 as part of a strategic aim to enhance the investment opportunities available to investors and further enable the company to meet the changing needs of advisers. CEO of Lonsec and Managing Director of IPL, Michael Wright said, “We are delighted to be integrating both of these best-in-class solutions, and in doing so, offering advisers and their clients, access to more choice and individualisation when selecting appropriate investment options.”

The integrated solution is being offered via the Netwealth platform and has gone live as of today (21 March 2023).

Release ends

For more information, please contact:

Naomi Christopher
Head of Marketing and PR
0421 856 260

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