Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 647 results for "Lonsec"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... philosophy." The other winners were DNR Capital (Australian equities), Infinity Asset Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital Partners (multi-asset) ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." Meantime, Lonsec was named the winner of the ESG category. In Australian equities, DNR Capital was a winner, as was Infinity Asset Management ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
Nathan Lim will become Lonsec's new chief investment officer and executive director of its investment solutions division, while Deanne Baker will serve as deputy chief investment officer. Previously, Lim served at Morgan Stanley Private Wealth Management ...

Cbus names chief investment officer

CHLOE WALKER  |  FRIDAY, 23 JUN 2023
... officer for four years. Before joining Cbus in 2013, Chatfield held positions at Fidante Partners, Frontier, UniSuper, Lonsec and KPMG. Having recently launched the $83 billion fund's new five-year investment strategy, Chatfield is working towards the ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
Former Lonsec chief investment officer Lukasz de Pourbaix has been appointed to the role of global cross-asset specialist and will be based in Sydney. He will report to Fidelity Australia managing director Lawrence Hanson and work closely with clients ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
Marc Hraiki will join the Lonsec team as its first executive director, adviser sales and service. Hraiki's appointment to the newly created role follows the acquisition of Implemented Portfolios in August last year and the subsequent restructure of ...

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.