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Showing 1 - 10 of 589 results for "Lonsec"

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... active and ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith. HUB24 director of strategic development Jason Entwistle said Discover complements HUB24's ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... Enhanced Strategic Index Portfolios range, which are managed by BlackRock. North also added additional risk profiles to the Lonsec Listed Managed Portfolios series and the Russell Investments Sustainable Managed Portfolios. "The addition of these offers ...

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. ...
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