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Showing 1 - 10 of 43 results for "Implemented Portfolios"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... menus. Evidentia Private builds personalised portfolios tailored to an advice practice's client base. Implemented Portfolios goes further again, offering individualisation down to the level of a specific client. Evidentia Group chief executive Michael ...

GDG posts 21% profit rise as record inflows lift FUM

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... continued market share gains. The result follows the integration of Evidentia, Lonsec Investment Solutions and Implemented Portfolios during FY26, creating a single managed accounts platform. Lonsec also expanded its research coverage by 9% to 2001 products ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... client portfolios. This included multi-asset and single-asset funds run by multiple managers, as well as implemented portfolios and managed fund model portfolios. On top of that, she oversaw an alternatives program covering unlisted assets and absolute ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... management and platform distribution to GenLife, having held senior sales roles at Colonial First State, Implemented Portfolios, and Perpetual Investments. At Federation, she was responsible for distribution and adviser engagement across the firm's ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
... and distribution. Prior to joining Federation, Rozis has worked in sales roles at Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer ...

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... appointment to complete Evidentia's executive leadership team. Evidentia, Lonsec Investment Solutions and Implemented Portfolios merged to form Evidentia Group following Generation Development Group's (GDG) acquisition of the Lonsec Group in August 2024. ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... growth across key markets." Evidentia Group was formed through a merger with Lonsec Investment Solutions and Implemented Portfolios - previously part of Lonsec Group, which was acquired by Generation Development Group (ASX: GDG) in August. Evidentia ...

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... million, representing a year-on-year increase of over 325%. "The integration of Lonsec Investment Solutions, Implemented Portfolios and Evidentia is progressing to plan, with key milestones being met. Evidentia Managed Accounts continues to win more ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... bought into an FP business (Treysta Wealth) that spawned an SMA business, that inspired an IMA business (Implemented Portfolios) that led to Lumiant," Burggide said on LinkedIn. He added that "nothing prepared me for Lumiant - starting a business in ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
... 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 the broader Lonsec team. He brings over 23 years of experience ...
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