Author Archive for: nicci

Entries by Nicci Chaplin

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Media release: Lonsec announces key executive appointments

Lonsec Holdings today announces key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022. Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi Christopher is appointed a Head of Marketing and PR across the Lonsec Group and Steve Garth is appointed as Lonsec Product Investment Oversight Committee Chair. […]

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The 5 questions you need to ask your clients about sustainable investing

Increasingly, it is no longer enough for advisers to be reactive when clients ask about sustainable investing. It is vital that you have an ESG/Sustainable alternative as part of portfolio recommendations for your clients. We have put together 5 questions you should be asking your clients when discussing sustainable investments ranging from how much clients […]

Managed Accounts on Colonial FirstChoice

Lonsec is pleased to announce the launch of a managed accounts solution for advisers using the Colonial First State (CFS) platform. 12 year track record Active management All underlying funds rated Recommended and Highly Recommended by Lonsec Range of risk profiles No extra cost Lonsec has provided model portfolios on the CFS platform for over 12 […]

Design and Distribution Obligation Regulatory Requirements

Lonsec is pleased to advise that we are supporting the Design and Distribution (DDO) process by making Target Market Determinations (TMDs) available via iRate®, for the funds that we rate. You will be able to access the TMDs within iRate® when the rules become effective on 5 October 2021. As a Distributor, we are required […]

Ambitious targets for the new Lonsec CEO

Lonsec has welcomed key senior appointments with Mike Wright joining as CEO and Kevin Brennan as Chief Information Officer (CIO). These appointments follow the recent renewal of the Lonsec board. Mike has over 25 years’ experience in leading businesses and teams within Financial Services and joined from Xplore Wealth Ltd (ASX: XPL.AX), where he was […]

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