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 Portfolio Manager, with portfolio management. Ron brings a wealth of fixed interest experience and broader portfolio construction skills which will add immensely to LIS’s capabilities.
Nicolas Ward is also joining LIS as a Senior Consultant. Nick joins from Quilla, the specialist managed portfolio manager, and brings a strong understanding of managed accounts, having worked closely with advisory firms in running bespoke managed account solutions. Prior to Quilla, Nick worked as NAB/MLC’s Private Investment Consulting (PIC) division, providing consulting services to the NAB aligned adviser network.
Amber Sunil will be joining LIS from Lonsec Research as an Investment Consultant. Amber will work closely with LIS Senior Consultants to service clients, as well as supporting the client reporting and managed account operational functions. Amber has a depth of product knowledge notably within global equities, which will be valuable to LIS’s portfolio construction process.
These three appointments bolster LIS’s managed accounts capabilities, which has seen significant expansion over the past six months. Inflows hit a record, exceeding $200m in February and bespoke managed portfolios have recently launched with CFS and Count. The LIS appointments follow the recent expansion of the Sales Team with dedicated Practice Transformation consultants.
CIO and Executive Director, Lukasz de Pourbaix, says “I am pleased to welcome Ron, Nicolas and Amber to the LIS team, and it is testament to the high quality individuals within the broader Lonsec group that two of the three candidates have come from Lonsec Research”.
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