Lonsec expands offering with IPL managed accounts
Lonsec has integrated its Lonsec Investment Solutions with Implemented Portfolios Limited (IPL) managed account solutions.
This would see Lonsec’s listed managed portfolios available on IPL’s individually managed account (IMA) service. IPL was acquired by Lonsec in August 2022.
Those advisers and investors who were using the listed managed portfolios via IPL would now benefit from the ability to tailor investments to client preferences, economic and investment commentary, and model portfolios that were managed in collaboration with the adviser.
The integrated solution was being offered by the Netwealth platform from 21 March.
Chief investment officer (CIO) of Lonsec Investment Solutions, Lukasz De Pourbaix, said: “All of Lonsec’s managed portfolios combine our extensive expertise in portfolio construction, asset allocation and investment selection with our best ideas to offer portfolios that meet the needs of a broad range of investors.
“Our listed managed portfolios draw on Lonsec Research’s in-depth investment product research and only invest in listed structures, such as exchange traded funds (ETFs), that are rated ‘Recommended’ and higher.
“Offering these portfolios via the IPL IMA service will now allow advisers and their clients the flexibility and individual tailoring that the IMA investment vehicle provides.”
AUTHOR
Laura Dew
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
