Author Archive for: naomi

Entries by Naomi Christopher

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Media Release: Australia’s market leading investment research house – Lonsec fully acquired by Generation Development Group Limited

Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest shareholder, Generation Development Group (GDG) is seeking to acquire 100% ownership of the Lonsec Group. Under the terms of the agreement, GDG will acquire the […]

Media Release: Lonsec appoints new Chief Investment Officer and Executive Director

Lonsec Holdings today announces the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan Stanley Private Wealth Management Asia where he was Co-Head of Investment Management Services. While at Morgan Stanley, Nathan developed Morgan Stanley’s award winning multi-asset investment […]

Media Release: Lonsec appoints Executive Director, Adviser Sales and Service

Lonsec Holdings today announces the key strategic appointment of Marc Hraiki to the newly created position of Executive Director Adviser Sales and Service. The appointment follows the acquisition of Implemented Portfolios in August 2022 and subsequent restructure of the broader Lonsec team. Marc’s career within the financial services industry spans over 23 years, leading sales […]

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Media Release: Lonsec launches Listed Managed Portfolios within IPL’s IMA service

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 […]

Media Release: Lonsec appointed lead research partner for InterPrac Financial Planning

Lonsec Holdings has today announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers across the InterPrac dealer group. InterPrac advisers join over 4000 financial professionals in Australia using iRate®, Lonsec’s market leading research portal. iRate® is Lonsec’s […]

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