Lonsec adds to its Managed Account capabilities


Lonsec has made a number of key hires in its Portfolio Management and Research teams to further assist Advisers and their clients to access their managed portfolios.

Lonsec Investment Solutions has appointed Nick Field as an Associate Portfolio Manager. Nick comes with extensive experience in equities research having previously worked within equity research and asset management roles, most recently at Morningstar. Executive Director and Chief Investment Officer of Lonsec, Lukasz de Pourbaix, said “Nick will be working closely with the Portfolio Manager for our listed portfolios as we continue to support advisers and their clients to access listed vehicles, including direct equities and ETFs, through our range of managed accounts”

In addition to Nick’s appointment, Lonsec Research is also deepening its direct equities capabilities with recent appointments to further support advisers, their clients and the wider Lonsec business.

Lonsec recently expanded its distribution and client engagement team with the appointment of a new Head of Sales and two Transition Consultants. Commenting on the increased support for Lonsec’s Managed Account capabilities, Lonsec CEO, Mike Wright, said “As our managed account business continues to rapidly expand, these appointments further reflect our commitment to supporting Advisers and their clients with industry leading solutions.”

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