BT Panorama to include Lonsec’s managed portfolios

lonsec managed accounts bt financial group managed portfolios platforms netwealth HUB24 macquarie SMAs separately managed accounts praemium

31 March 2020
| By Oksana Patron |
image
image
expand image

Lonsec has announced it has entered into partnership with BT Financial Group which will see its full suite of listed and retirement managed portfolios now available on the BT Panorama platform. 

Lonsec’s chief investment officer, Lukasz de Pourbaix, said that now BT’s users would have access to all three of its managed portfolios, including Lonsec’s multi-asset managed portfolios which were already available on the platform. 

“This has been the most challenging market we’ve seen in a generation,” he said. 

“For financial advisers and their clients, it really emphasises the need for professionally managed investment solutions that can manage risks and take advantage of opportunities as they arise.” 

Lonsec’s full suite of managed portfolios are also available on the Netwealth, HUB24 and Macquarie platforms while its listed managed portfolios are available on Praemium’s platform, along with Lonsec’s core and income separately managed accounts (SMAs). 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 5 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago

TOP PERFORMING FUNDS