Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their respective clients efficiently and effectively. Lonsec’s mission is to “help clients make better investment decisions.” To achieve this, Lonsec continues to lead and evolve with […]
Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing investors access to a diversified portfolio of listed securities incorporating Lonsec’s Dynamic Asset Allocation. “These managed portfolios […]
Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of Fixed Income Research at Lonsec Research will move to LIS as a Senior Consultant, to work with consulting clients and support Deanne Baker, Multi Asset […]
A recent webinar (attended by over 700 advisers) on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with specialist manager Monochrome Asset Management to deliver a masterclass, covering the most asked questions on crypto assets such as how to access them, how to […]
In response to growing demand from advisers, Lonsec has launched a new risk profile of its Listed Managed Portfolios onto the HUB24 platform. The new Conservative profile adds to the Balanced, Growth and High Growth profiles already available on HUB24. The Conservative portfolio has been designed for investors with a preference for a portfolio that […]
Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices. Recognising the growing demand for responsible investment solutions, Lonsec developed the […]
Lonsec has made a number of key hires within its distribution and client engagement team, in order to provide more support to advisers and their practices. John Burton has been appointed Head of Sales and is based in Lonsec’s Sydney Office. Previously National Sales Manager at OnePath, John was most recently Founder and Director of […]
Lonsec and SuperRatings have announced the winners of this year’s Fund of the Year Awards, which were held virtually for the second year in a row. The Lonsec Manager of the Year was awarded to First Sentier Investors in recognition of their strong investment approach right across their suite of products. “First Sentier Investors has […]
Lonsec and SuperRatings are pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. With 18 categories, the awards emphasise Lonsec and SuperRatings’ commitment to recognising the best providers across the managed fund and superannuation sectors. Lonsec CEO, Mike Wright, comments, ‘As the pandemic has posed ongoing challenges across […]
The Lonsec Board of Directors is very pleased to announce the appointment of Mike Wright as CEO of Lonsec effective 5th July 2021. Lonsec Chairman Mark Spiers said, “Mike’s unique blend of leading teams to develop and implement client-oriented growth and service initiatives along with his strong industry relationships and knowledge were exactly the leadership attributes […]
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