LONSEC

Funds management

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

People & Products

The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists....

People & Products

Following the departure of Lukasz de Pourbaix in April, Lonsec has appointed a new chief investment officer and executive director....

People & Products

Former Lonsec chief investment officer, Lukasz de Pourbaix, has joined asset manager Fidelity International. ...

Funds management

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....

People & Products

Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and servic...

People & Products

Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...

People & Products

Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...

Financial planning

The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...

People & Products

Research house Lonsec has made several appointments following its acquisition of Implemented Portfolios including a new hire from HUB24....

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Financial planning

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...

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People & Products

Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....

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People & Products

Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...

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Funds management

It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...

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Funds management

Data from research house Lonsec supports the view that a value rotation is well underway with value funds significantly outperforming growth....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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