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 […]

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