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Showing 21 - 30 of 593 results for %22Lonsec%22

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 - ...

Industry fund investments chief to depart

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... completed in July. Senior investment analysts Ian Cannon and Matthew Freeman have also left the fund. Cannon has since joined Lonsec as senior investment analyst.

Ex-Pengana staff launch boutique

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
... manager changes, the funds received a "recommended" rating from Zenith and a "superior" rating from SQM. Most recently, Lonsec branded the funds with a "recommended" rating. Pella has plans to expand outside of Australia and New Zealand, and into other ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have ...

Boutique hires from AMP Capital

ANNABELLE DICKSON  |  THURSDAY, 17 JUN 2021
... Talaria recently lost its director of business development Elfreda Jonker to Alphinity Investment Management. Late last year, Lonsec Investment Solutions increased its investment in the Talaria Global Equity Fund.

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought by HUB24. Prior to Xplore Wealth, Wright worked in Westpac's BT business. ...

Research aims to solve cash conundrum

ELIZABETH MCARTHUR  |  THURSDAY, 6 MAY 2021
... financial adviser is important for retirees. Allianz Retire+ has been in the Australian market for two years and, according to Lonsec, has just over $33 million in funds under management in the Future Safe product. Lonsec recently re-categorised Future ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... advice is important," Cbus group executive member and employer experience Marianne Walker said. Her appointment comes after Lonsec upgraded a number of Cbus investment options to highly recommended. To date, Cbus is the only industry fund whose options ...