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Showing 1 - 10 of 15 results for "Lonsec Investment Solutions"

Generation Development Group profit jumps

ANDREW MCKEAN | THURSDAY, 29 AUG 2024

... own in Lonsec. Lonsec delivered a 37% and 55% increase in underlying EBITDA and NPAT, respectively. Lonsec Investment Solutions, which assists dealer groups and independent financial advisers in establishing diversified managed portfolio and separately ...

Generation Development Group to take over Lonsec

KARREN VERGARA | MONDAY, 3 JUN 2024

... and managed account solutions. "Further, we believe the acquisition will allow GDG to utilise the Lonsec Investment Solutions business as a base to consolidate other managed account businesses and deliver significant growth," Hackett said. Lonsec Investment ...

Lonsec appoints new investments leadership

CHLOE WALKER | THURSDAY, 10 AUG 2023

... allocation, manager selection, direct equities, and tailored portfolio committees, which oversee the Lonsec Investment Solutions portfolios. He replaces Lukasz de Pourbaix, who left Lonsec to pursue another opportunity in April. Commenting on Lim's appointment ...

Lonsec investments chief steps down

KARREN VERGARA | MONDAY, 17 APR 2023

... investment officer in 2015. De Pourbaix then became the executive director and investments chief of Lonsec Investment Solutions, which provides portfolio construction services to the wholesale market, including investment consulting and implemented portfolio ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN | TUESDAY, 24 JAN 2023

... 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. Lonsec FUM grew by $1.1 billion in the quarter, with $105 ...

Boutique hires from AMP Capital

ANNABELLE DICKSON | THURSDAY, 17 JUN 2021

... 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 chief to exit, chair welcomed

KARREN VERGARA | FRIDAY, 5 MAR 2021

... research house in April 2018, helping reshape and expand subsidiaries Lonsec Research, SuperRatings and Lonsec Investment Solutions. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. HUB24 ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR | MONDAY, 21 DEC 2020

Lonsec Investment Solutions increased its investment in the Talaria Global Equity Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement ...

VanEck changes ETF portfolios

ALLY SELBY | THURSDAY, 19 DEC 2019

The fund house and Lonsec Investment Solutions have made a number of changes to their three low-cost ETFs. The portfolios are designed to help financial advisers and brokers to build diversified portfolios for their clients, while also respecting their ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON | MONDAY, 26 FEB 2018

... network," he said. The service was developed in collaboration with advisers, with portfolios curated by Lonsec Investment Solutions. MPS will be used by a number of IOOF's licensees, totaling about 250 financial advisers.

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First Sentier expands mandate with Northern Trust

MATTHEW WAI | 11:13AM

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN | 11:10AM

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN | 11:08AM

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN | 12:02PM

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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