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Showing 1 - 10 of 604 results for "Lonsec"

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... with clients to communicate Fidelity's broad investment strategy market views and performance to clients. The former Lonsec executive director helped identify new investment capabilities and products to introduce into the local market. At Lonsec ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... strong performance, delivering 23.3% in the first year and outperforming the index by 4.9%. It boasted a rating upgrade by Lonsec in 2017 and extended its offerings to retail investors on HUB24 in 2018 - the fund had some $5.6 million funds under management ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following its takeover earlier this year.

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... complement existing investment managers of MLC Asset Management, Antares, Ausbil, BlackRock, DNR Capital, Elston, JBWere, Lonsec, Pendal, Perennial, Zenith and Zurich. MLC Expand chief executive Liz McCarthy celebrated the addition of the new offerings ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... the US. Most recently, he worked with Morningstar as its global head of manager selection. Prior to that, he worked with Lonsec for over 10 years in several roles including general manager research and head of managed funds research. Huddy said Kennaway ...

Generation Development Group profit jumps

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... dividend of two cents per share. Earlier this month, GDP completed the acquisition of shares it didn't already own in Lonsec. Lonsec delivered a 37% and 55% increase in underlying EBITDA and NPAT, respectively. Lonsec Investment Solutions, which ...

IMAP names award winners for 2024

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... Aoris Investment Management snatched the titles for Australian Equity Small Caps and International Equities, respectively. Lonsec was once again named the winner of the Responsible Investment Portfolio (previously ESG Portfolio). On the other hand, Bond ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
BlackRock, DNR Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management ...

Zenith head of research calls time

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... Before Zenith, Moncrieff was a senior equities analyst at the Future Fund and prior to that a senior research analyst at Lonsec. Zenith managing director Jason Huddy told Financial Standard that Moncrieff decided it's time for a new challenge and a change ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
Generation Development Group, the parent company of Generation Life, which recently acquired the remaining stake in Lonsec, has reported a $673 million increase in funds under management (FUM) over the last financial year. Generation Life received over ...
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