Lonsec Investment Solutions (LIS) has today announced the launch of a new and unique investment solution designed exclusively for advisers and their high-net-worth clients.
With private markets showing strong positive trends, LIS has developed a distinct approach that enhances portfolio diversification whilst offering a flexible investment structure via a Managed Discretionary Account, allowing for a high level of portfolio personalisation.
This exclusive investment solution – the LIS Growth Alternatives (LGA) Individually Managed Account (IMA) accesses the recently announced partnership between Netwealth and iCapital to deliver a wholesale IMA focused on Alternatives Assets.
LGA will leverage the administration services of Netwealth’s off-platform reporting to allow a unified view of the client account and provide an annual tax report.
With a minimum entry point of $500,000 into these sophisticated investments, advisers can help high-net-worth clients begin their investment journey into Alternative markets with a foundational portfolio composed of alternative strategies including private equity, hedge funds, real assets, gold and private credit. The portfolio can also be customised at an individual client level.
The solution will allow high-net-worth clients through their advisers, to act with speed in accepting global and domestic opportunistic deal flow through the Netwealth and iCapital partnership. iCapital is a leading global fintech platform providing advisers with unrivalled technology, education and access to alternative assets by removing certain practical frictions often associated with private asset investing process. Access to opportunistic deal flow is granted once an investor’s LGA portfolio reaches $2.5 million.
Nathan Lim, Chief Investment Officer of LIS is excited about launching the new offer saying, “The development of this solution comes off the back of rapidly increasing client demand for portfolios with a high level of personalisation, whilst giving effortless access to the world of alternative assets. LGA provides advisers with an investment vehicle to easily unlock unique opportunities for their high-net-worth clients.”
Matt Heine, CEO and Managing Director of Netwealth, said, “Our partnership with Lonsec Investment Solutions and delivery of the LIS Growth Alternatives IMA is a significant development. We have combined their portfolio management expertise with Netwealth’s diverse range of alternative and private market investment options including our Non-Custodial Asset Administration Service and our exclusive partnership with iCapital. The combination will simplify access and provide greater options to wholesale investors whilst also driving efficiency.”
This new solution follows the recent announcement of the acquisition of Evidentia by Generation Development Group, resulting in the merger of LIS and Implemented Portfolios with Evidentia, to form the newly named entity – Evidentia Group.
Evidentia Group’s comprehensive range of MDA and SMA solutions include Ready-made Managed Accounts, Tailored Managed Accounts, Tailored Portfolios at Scale, Model Manager Solutions and Individually Managed Accounts.
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For more information, biographies and headshots, please contact:
Naomi Christopher
Head of Marketing and PR
naomi.christopher@lonsec.com.au
About Lonsec Investment Solutions (LIS)
LIS is part of the Evidentia Group – Australia’s leading Managed Account provider, offering a diverse suite of investment solutions, with over $25 Billion in funds under management.
Evidentia Group is owned by ASX listed Generation Development Group (ASX: GDG), which operates three distinct businesses (Evidentia Group, Lonsec Research & Ratings and Generation Life) each focusing strategically on their core value propositions.
Issued by Lonsec Investment Solutions Pty Ltd (LIS) ACN 608 837 583, a Corporate Authorised Representative (CAR 1236821) of Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) ASX listed, Generation Development Group Limited ABN 90 087 334 370 is the parent company of both LIS and Lonsec Research. Please read the following before making investment decision about any financial product mentioned in this publication. Disclosure at the date of publication: Any applicable fees would be payable by the investor to Netwealth, LIS will receive a portfolio management fee from Netwealth. Warnings: The content of this publication is designed for information purposes only and nothing in this publication should be taken to constitute a recommendation or statement of opinion that is intended to influence a person or persons in making a decision to use a prospective service. Past performance is not a reliable indicator of future performance. Prior to acting upon any information contained in this publication, investors must do their own investigation and analysis of the appropriateness of the information or seek independent financial advice, having regard to their objectives, financial situation, and needs. Investors must consider reading the relevant offer documents (Information Memorandum for the LIS Growth Alternatives (LGA) Individually Managed Account (IMA)) to assess the appropriateness of the offer and associated risks in light of their own objectives before making any investment decisions. This product is for wholesale investors only. The investment targets and performance of the LGA is not guaranteed by any party including LIS, Netwealth or iCapital. The investor should be aware of the risks associated with the investment which may result in getting back less than you invest. Disclaimer: No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this publication. LIS assumes no obligation to make any update following publication. Except for any liability which cannot be excluded, LIS, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this publication. This publication is intended for licensed financial advisers and wholesale investors only and is not intended for use by retail clients.
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