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Showing 11 - 20 of 591 results for "Lonsec"

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
The long-serving chief investment officer of Lonsec will depart the research house in June to pursue another opportunity. Lukasz de Pourbaix, who is also an executive director, will finish up in mid-June after spending about 15 years with the firm. ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... December 2022, GDG's FUM has achieved a compound annual growth rate (CAGR) of 26%. It was also reported that its 41% stake in Lonsec Holdings, which includes Lonsec Investment Solutions, has seen a substantial increase in FUM over the last 12 months. ...

BlackRock rethinks fundamental equities, PMs depart

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... have a long-standing performance track record, and received the highest ratings available from Morningstar, Zenith and Lonsec," the spokesperson said. As a result, three of the four portfolio management team members for the High Conviction Australian ...

Firetrail global opportunities fund hits ASX

CHLOE WALKER  |  TUESDAY, 11 OCT 2022
... horizon of five years, which allows for the positive change cycle to take place," he said. The fund has received ratings from Lonsec and Zenith and is certified by the Responsible Investment Association of Australasia.

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... international equities and multi-asset products, as well as recognising the best licensee operated offering. Kearney Group, Lonsec, Morgan Stanley Wealth Management, Russell Investments, and DNR Capital are all nominated for the inaugural award for best ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
... and are available on most Australian platforms. Moreover, all three funds are rated 'highly recommended' by ratings house Lonsec.

VFMC appoints head of investment stewardship

CHLOE WALKER  |  THURSDAY, 17 FEB 2022
... market experience and was previously senior associate in the equities market group Macquarie Group, an investment manager at Lonsec and a research analyst at IOOF Investment Management. In a statement, VFMC said it is "committed to its role as a responsible ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... David Wilson to support the asset consultant's growing consulting and investment solutions business. Wilson joins from Lonsec where he spent more than six years as an investment consultant. Before that, he was a research services manager at Findex ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Research house Lonsec has grown its sales team, including appointing a new head of sales. John Burton steps into the head of sales position. He was previously national sales manager at OnePath before more recently establishing his own wealth firm - ...