Nathan Lim
Evidentia Group is proud to celebrate the retirement of Nathan Lim, after an impressive 30-year career, shaping investment strategies and driving innovation in financial services.
Nathan currently serves as Chief Investment Strategist at Evidentia Group, shaping the firm’s market voice, leading the Lonsec Investment Solutions (LIS) portfolio management team and driving strong client outcomes. During his tenure as Chief Investment Officer at LIS he and the team drove portfolio construction and asset allocation. Previously, he held senior roles at Australian Ethical, championing responsible investing, and at Morgan Stanley, delivering world-class research and client solutions.
As Nathan transitions into retirement, he is working closely with Darren Beesley, Evidentia Group’s Chief Investment Officer, to ensure a seamless handover. There are no changes to the portfolio management of any client portfolios, with all Evidentia Group’s Portfolio Managers remaining in place (including Deanne Baker, Dan Moradi and Nick Field, all who have extensive tenures with LIS). The portfolio management team forms part of Beesley’s broader Investment division, ensuring stability and continuity for clients. Beesley has 20 years’ experience in funds management and asset consulting, most recently leading AMP Capital’s $80 billion multi-asset portfolio team, and previously managing diversified strategies at Perpetual. Executive Director of Investment Management, Troy Swann continues to focus on the group’s go-forward strategy and governance framework.
Reflecting on his career, Nathan says, “For more than 30 years, I have had the privilege of serving my clients to the very best of my ability. It has been an honour to have so many place their future in my hands, and in the hands of the teams I’ve been fortunate enough to work alongside. Thank you to all our clients for your trust, your confidence, and your collaboration. And to the markets—especially volatility—thank you for keeping every day interesting.”
“I’m grateful for the opportunities I’ve had to contribute to this dynamic industry and excited about the next chapter of my life. I’m incredibly proud to be leaving behind a larger, newly combined investment team that has never been stronger, where our clients continue to be in excellent hands.”
CEO of Evidentia Group, Mike Wright commented, “Nathan has been a real asset to the Lonsec Group, Evidentia Group, our clients and the broader investment community. His depth of knowledge and strategic thinking have left a lasting impact in our industry. We thank Nathan for his contributions and wish him, his wife Claire and their family every success in the future.”
Looking ahead, Mike Wright continues “We are committed to build on the Group’s strong foundation as the undisputed leader in managed accounts, growing through trusted relationships — so our clients and people can thrive in business and life. With Darren at the helm of our larger combined investment team, we are well-positioned to navigate the future with confidence and clarity, delivering an exceptional experience trusted by advisers, valued by investors, and powered by a culture of excellence.”
Evidentia Group has commenced the recruitment process for a Senior Investment Strategist and is expected to make an announcement regarding this new appointment in the new year.