Author Archive for: Rob Hardy

Entries by Rob Hardy


Lonsec shows continued commitment to helping advisers

Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account range, by launching Lonsec GSS Index Plus. The portfolios are built around core Netwealth GSS passive strategies, and a range of active satellite funds that […]

Media Release: Lonsec acquires Implemented Portfolios Limited and expands market reach

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 […]

Media release: Lonsec continues to support the growth of Managed Accounts

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 […]

Media release: Lonsec Investment Solutions adds to team as Managed Accounts hit record inflows

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 […]

Media Release: Advisers keen to learn about Crypto investments

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 […]


New Conservative risk profile for the Lonsec Listed Managed Portfolios launches on HUB24

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 […]


Media release: Lonsec Sustainable Managed Portfolios now available on BT Panorama

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 […]

Media release: Winners confirmed!

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 […]

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