Implemented Portfolios (IPL) started in 2010, with a desire to see the relationships between advisers and clients develop and flourish. Our mission is to help advisers break free from the pure “investment manager” mould and step deeper into the role they were designed to do – helping their clients live their best lives.
In August 2022, Lonsec acquired IPL to join the Lonsec Group. The acquisition has enabled Lonsec to further meet the changing needs of advisers, by offering bespoke solutions to high net wealth individuals and affluent retail clients.
Our IMA service individualises the investment experience for your clients at scale, so you can provide them with a deeply engaging and personalised experience whilst gaining back precious office hours.
To learn more, please visit the Implemented Portfolios website below.
Get in touch with a member of our distribution team, to find out how our solutions can help you.
Our IMA service saves advisers approximately 22.4 hours per week*
*According to an independent study conducted by Investment Trends in 2017.
Reduce time associated with the day-to-day operations of investment management, creating more time to work on your business or growing your client base.
Avoid potential conflicts of interest and support your best interest duty by utilising our highly individualised IMA service, which is delivered by a team of experienced portfolio managers who remodel and manage your clients’ portfolios.
An integral part of our service is to provide your clients (investors) with regular and engaging communications on your behalf. Written portfolio and market updates branded with your practice details and logo.
Host ‘Meet the Manager’ events for your clients with a member of the Asset Allocation and Investment Committee as a guest speaker on relevant investment topics.
Our experienced team are here to provide you with ongoing guidance and support. Obtain and participate in one on one and group training sessions, seminars and PD days and our masterclass series. You will also have access to our secure online adviser portal, point of sale marketing tools and dedicated help desk.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.