As Evidentia continues to grow, the appointment reflects the business’ focus on evolving and enhancing its investment product suite to help advisers deliver the right solutions to the right clients at the right time in an increasingly dynamic and complex advice landscape.

Mark will drive the continued evolution of Evidentia Group’s offering with a view to bring the best of Evidentia Group’s capabilities to the benefit of their clients over time.

Mark brings deep expertise in product development and management, having helped grow several large asset managers throughout his career, including Citigroup, Legg Mason, and NAB/MLC. Prior to joining Evidentia, he spent five years at Active Super in a strategic implementation role. His extensive experience across asset management and superannuation positions him strongly to drive the next phase of innovation and growth for Evidentia Group’s product strategy.

Jason Komadina, Chief Operating Officer of Evidentia Group, said the appointment represents an important investment in the firm’s future and the clients it serves.

“We are delighted to welcome Mark to Evidentia Group at an exciting time in our growth journey. As the needs of advisers and clients continue to evolve, it is critical that we continue to innovate, expand our offering and deliver solutions that help advisers achieve better outcomes for their clients.

“Mark’s deep experience across asset management, product development and superannuation, combined with his strategic approach and commercial acumen, makes him an outstanding addition to our team. His appointment reflects our commitment to investing in our clients and ensuring we have the capabilities, products and expertise to continue leading the market.

“As we grow, it is increasingly important that we continue developing innovative solutions that service a wider range of client needs. Mark will play a key role in helping us achieve those goals.”

Mark said he was excited by the opportunity to join a business with a strong reputation for innovation and adviser-focused solutions.

“I’m thrilled to be joining Evidentia at such an important stage of its growth. The business has built a strong reputation for delivering high-quality investment solutions and supporting advisers with practical, client-focused outcomes.

“I’m looking forward to working with the team to continue evolving and expanding the product suite, ensuring we remain responsive to emerging client needs and industry trends. There is a significant opportunity to further strengthen our offering, drive innovation and help advisers access the solutions they need to support a broader range of clients.

“I am excited to contribute to Evidentia Group’s continued success and help shape the next chapter of growth for the business.”

The appointment underscores Evidentia Group’s ongoing commitment to innovation, product excellence and delivering solutions that empower advisers to navigate an ever-evolving investment and client landscape with confidence.

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Evidentia Group was formed through the merger of Evidentia, Lonsec Investment Solutions and Implemented Portfolios, following Generation Development Group’s acquisition of the Lonsec Group in August 2024 and Evidentia in February 2025. The strategic realignment of the businesses under Group reflects a clear vision for the future of managed accounts in Australia.

In February 2025, Michael Wright, previously CEO of Lonsec Group, was appointed CEO of Evidentia Group. The broader executive team was announced in July 2025, with Komadina’s appointment now rounding out a leadership group built for scale, innovation, and execution.

Jason Komadina joins Evidentia with over 27 years of experience spanning all areas of wealth management. Most recently serving as General Manager, Distribution and Investment Services at MLC Asset Management, Komadina also boasts previous leadership roles at MLC/NAB Wealth and Perpetual, bringing a proven track record of driving revenue growth and building high-performing teams to this new role.

CEO of Evidentia Group – Michael Wright, welcomed the appointment, saying “We are thrilled to welcome Jason to Evidentia Group. His deep operational and risk expertise, combined with his commercial acumen, will be instrumental as we scale a high-integrity, high-performance investment solutions business. This appointment completes a world-class executive team and reflects our commitment to robust foundations as we pursue an ambitious growth agenda.”

In the role of Chief Risk and Operating Officer, Komadina will oversee the firm’s operational infrastructure, risk management and regulatory compliance, ensuring the business scales with resilience and precision during its next iteration.

Commenting on the opportunity Jason Komadina said, “It’s a privilege to join Evidentia Group during such an exciting phase for both the business and the broader industry. Continuing to build on its strong, scalable operational and risk platform will be essential for our growth trajectory and I’m excited to contribute to a firm and a team that places excellence, integrity, and agility at the core of its mission.”

With its full executive team now in place, Evidentia Group is poised for continued expansion — underpinned by strategic clarity, executional strength, and a commitment to delivering exceptional outcomes for advisers and investors alike.

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Jason Komadina

MLC Asset Management’s (MLC^[1]) Managed Account Strategies have surpassed $2 billion in funds under management (FUM) in less than four years since inception.

MLC Asset Management is one of Australia’s most experienced investment managers with over 35 years’ experience and $85 billion in funds under management.^[1]

Rated Outstanding by independent research firm SQM Research, their highest rated managed accounts in the market, MLC’s Managed Account Strategies offer portfolios for clients with varying goals, time horizons, and fee expectations, leveraging the team’s long-standing track record of investment expertise and disciplined investment process to optimise returns and reduce risk.^[3]

The diversified portfolios were recently added to the Expand platform and feature on both Expand Essential, the low cost wrap for clients with simpler needs, and Expand Extra, the full service wrap for clients with more complex needs.

MLC Chief Commercial Manager, Jason Komadina, commented: “We are pleased to see our Managed Account Strategies continue to go from strength to strength, with funds under management doubling over the last 12 months.

“We’re dedicated to providing advisers with access to transparent, diversified investment solutions to meet the changing needs of clients and believe managed accounts will continue to form a key part of the advice proposition.”

Managed accounts streamline portfolio management and provide access to a diversified set of underlying asset managers, saving time for advisers to focus on client engagement and practice growth. Industry appetite for managed accounts continues to grow, with Australians having approximately $194.8 billion invested in managed accounts.^[4]

MLC Portfolio Manager, Anthony Golowenko, said: “With more than half of advisers utilising managed accounts^[5], it’s encouraging to see the continued demand for our portfolios.

“Harnessing the horsepower of the broader investment team to consistently deliver for our clients really gets to the heart of what we’re all striving to achieve.

“We take an active ‘hands on’ approach to managing our portfolios and regularly review asset and sub-asset class allocations to deliver diversity and resilience over changing market conditions.

“We made some key changes in the December quarter, including continuing to build out our credit exposure, particularly in investment grade credit. Across our value series, we have increased exposure to active, quality global REITS, to improve the risk reward potential in what’s likely to be a continuing volatile environment.”

MLC’s Managed Account Strategies are available via the Expand, North, Macquarie Wrap, BT Panorama, HUB24, CFS FirstChoice, Rhythm, Grow Wrap, and Voyage platforms.

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Jason Komadina

MLC Asset Management’s (MLC^[1]) Managed Account Strategies have surpassed $1 billion in funds under management (FUM) in less than three years since inception.

Designed to suit a range of needs, MLC Managed Account Strategies provide transparent, diversified solutions for clients with different goals, time horizons and fee expectations. The range of Managed Account Strategies was recently expanded to include conservative and high growth options in response to market demand from advisers^[2].

MLC General Manager Direct Capabilities and Specialist Investment Services, Jason Komadina, says “We are thrilled with the success and popularity of these strategies, which combine our best thinking on asset allocation with a disciplined investment process.

“Our goal with these strategies was to create a high performing solution that would be easy for advisers to work with and explain to clients. We have found this is in line with the broader industry wanting to make the advice journey more efficient and seamless for both advisers and their clients,” he said.

Australians now have a new high of over $144.5 billion invested in managed accounts^[3], highlighting the continued momentum of this investment vehicle. In particular, SMAs dominate the managed account sector with a 52%^[4] market share.

MLC Portfolio Manager, Anthony Golowenko, said: “It’s exciting to see the managed accounts industry go from strength to strength. Advisers value the access these strategies provide to their clients, so advisers can professionally manage strategies with transparency and facilitate direct ownership of underlying investments.

“Our highly experienced and passionate team of investment professionals tailor and manage the multi-asset diversified strategies to deliver consistent outcomes for clients. We see this $1 billion as the beginning of our Managed Account Strategies journey.

“Through our active approach we moved to increase the resilience of our portfolios last year in the face of rapid interest rate rises, particularly in our diversified fixed income capability. It’s this great flexibility that sees us well equipped to position the portfolios for what could be a more turbulent year ahead.”

Within the MLC Asset Management business there are more than 100 investment professionals across ten teams^[5] who manage $83.6 billion.

MLC’s Managed Account Strategies combine MLC’s long standing investment expertise with the benefits and efficiencies of a managed account structure and have been given an Outstanding rating by independent research firm SQM Research^[6], the only manager to receive this rating for multi-asset managed accounts nationally. MLC Managed Account Strategies were also awarded winner of the Multi Asset Class in the Institute of Managed Account Professionals’ Managed Accounts Awards 2022^[7].

Both Premium Model and Value Model Portfolios are now available via the MLC Wrap, MLC Navigator, Macquarie Wrap, BT Panorama, HUB24, CFS FirstChoice, Rhythm, Grow Wrap, and Voyage platforms.

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Notes:
[1] References to MLC mean the MLC Asset Management business unit which in the case of the MLC Asset Management Managed Account Strategies includes MLC Asset Management Services Limited (MSL), investment manager of MLC Managed Account Strategies and MLC Asset Management Pty Limited (MLCAM), distributor of MLC Managed Account Strategies.
[2] https://www.mlcam.com.au/our-investment-managers/mlc-managed-account-strategies/portfolios
[3] As at 31 December 2022, The Institute of Managed Account Professionals (IMAP), https://www.imap.asn.au/publications/perspectives/114-perspectives-autumn-2023/1117-imap-fumcensus-dec-2022.html
[4] As at 20 December 2022, Rainmaker Information, https://www.rainmaker.com.au/media-release/smas-dominating-the-managed-accounts-market
[5] As at 23 February, 2023.
[6] https://www.mlcam.com.au/our-investment-managers/mlc-managed-account-strategies/overview
[7] https://www.mlcam.com.au/our-investment-managers/mlc-managed-account-strategies/portfolios

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Jason Komadina

MLC Asset Management (MLC^[1]), has expanded its range of Managed Account Strategies to include conservative and high growth options in response to market demand from advisers for more transparent, diversified solutions for clients.

MLC Asset Management is one of Australia’s most experienced investment managers with over $170 billion assets under management and more than 100 investment professionals across ten teams^[2]. MLC’s Managed Account Strategies combine MLC’s proven investment expertise with the benefits and efficiencies of a managed account structure and have been given an Outstanding rating by independent research firm SQM Research^[3], the only manager to receive this rating for multi asset managed accounts nationally.

The Premium Model Portfolios capture the return opportunities of active management, and the Value Model Portfolios manage costs through select passive exposures, providing clients with real choice.

MLC General Manager Direct Capabilities and Specialist Investment Services, Jason Komadina, says MLC Asset Management has a long and deep history of helping advisers and their clients achieve their goals.

“The need for quality advice and demands on advisers have both never been higher. We are very pleased to bring these new portfolios to market given the success we’ve had with our existing portfolios. Now the range includes conservative and high growth options offering a full suite for advisers to utilise, we have taken the opportunity to align the existing portfolios naming convention with industry standards, while also more simply and transparently conveying the nature of their expected risk,” he said.

Additionally, MLC’s Managed Accounts Strategies have reached its $500 million milestone in under two years.

Commenting on this milestone, Mr Komadina said, “Reaching this milestone in just two years is a testament to our expert team. We have a strong heritage of managing multi-asset diversified portfolios to deliver quality outcomes for clients at a competitive price point.”

Managed accounts still a booming market Australians now have over $130 billion^[4] invested in managed accounts as investors and their advisers continue to be attracted to the simplicity of accessing professionally managed portfolios while providing them transparency and direct ownership of the underlying investments.

Commenting on the managed accounts industry, MLC Portfolio Manager, Anthony Golowenko, said: “Managed accounts continue to grow in popularity (in Australia) as they offer simplicity and scalability with the ownership, and transparency of direct investing. They allow advisers to provide efficient and effective solutions to a wider client base, offering clients an attractive means of gaining exposure to a range of investments.

“We build resilient portfolios using a forward-looking scenarios approach. This focuses on the distribution of capital market returns, rather than point estimates, making them better positioned to deal with future markets uncertainties,” he noted.

Both Premium Model and Value Model Portfolios are now available via the MLC Wrap, MLC Navigator, Macquarie Wrap, BT Panorama, and HUB24 platforms.

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References:
[1] References to MLC mean MLC Asset Management which includes MLC Asset Management Services Limited (MSL), investment manager of MLC Managed Account Strategies and MLC Asset Management Pty Limited (MLCAM), distributor of MLC Managed Account Strategies.
[2] As at 31 December, 2021
[3] https://www.mlcam.com.au/our-investment-managers/mlc-managed-account-strategies/overview
[4] 4 As at 31 December 2021, Institute of Managed Account Professionals (IMAP), https://www.imap.asn.au/component/content/article/110-%20perspectives/perspectives-summer-2022/1058-imap-fumcensus-dec-2021?Itemid=101

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Neil Gellett joins as Head of Managed Accounts and Brent Bevan joins as Head of Investment Consulting, Managed Accounts.

Mr Gellett has more than 20 years’ experience within the wealth management industry and was most recently Head of Product at XPLORE Wealth. Prior to this, he held similar positions at Perpetual and BT Financial Group. Mr Gellett commences in the role today.

Mr Bevan has 18 years’ experience and joins MLC from Mercer, having previously spent 6 years with Commonwealth Bank, most recently as the Head of Research for the bank’s multiple advice licensees. He has also held various investment and research roles at Suncorp and Perpetual. Mr Bevan commenced in the role on 15 March.

Commenting on the appointments, Director, Managed Accounts at MLC Asset Management, Jason Komadina said: “We are pleased to welcome Neil and Brent to the team. Both bring a wealth of industry experience which will further strengthen our managed accounts proposition and help us deliver the best of MLC to clients and advisers.

“The growth of the team reflects the continued uptake of managed accounts among advisers, and increasing demand for access to MLC’s professionally managed, portfolio construction services.

“As the advice industry evolves, managed accounts continue to be one of the fastest-growing segments of the wealth industry, with Australians having invested more than $95bn^[1]. At MLC we see managed accounts playing a central role in supporting advisers to deliver on client investment goals, in line with their risk appetite and preferences,” he said.

Catering to client preferences

To meet the diverse needs of clients, MLC offers Premium managed account strategies, which are fully active portfolios positioned to take advantage of market opportunities, and Value managed account strategies, which use a combination of active and passive investments to add value whilst lowering investment costs.

The managed accounts leverage MLCs proven investment management expertise and Investment Futures Framework[2], with asset allocation across the ‘moderate’, ‘assertive’ and ‘aggressive’ portfolios designed and actively managed by MLC. The portfolios are strategically diversified across asset classes and tap the expertise of high-quality fund managers from around the globe, aligned to the stated risk profile and objective.

Launched in July 2020, MLC Managed Account Strategies is available on Macquarie Wrap and via the MLC Wrap and Navigator platforms with a view to expanding access to other market platforms in the future.

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[1] Institute of Managed Accounts Professional (IMAP), 31 December 2020
[2] MLC: www.mlcam.com.au/our-investment-managers/mlc-managed-account-strategies/our-approach

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In this role, Mr Lidbury will be responsible for managing Perpetual Private’s multi-manager product and the APL process for its model portfolio.

This is a new role which combines Perpetual Private’s multi-manager and model portfolio research teams into a large research platform to support the evolving needs of its client base.

Jason Komadina, General Manager Product and Investments, Perpetual Private, said Mr Lidbury’s knowledge and experience will help to further grow the business’ investment offerings.

“Our clients are increasingly looking for more sophisticated investment solutions making the service offered by this team key to Perpetual Private,” Mr Komadina said.

“As a result, we have created a new role to lead and develop a broader and deeper research platform. With his broad experience in institutional and retail wealth management, Kyle is well placed to lead the business in achieving our goals going forward and continuing to deliver exceptional outcomes for our clients.”

Perpetual Private’s investment solutions have delivered strong returns for investors during recent years. Its flagship Managed fund Balanced Model Portfolio has outperformed the benchmark by 2% during the past year, while its multi-manager Select Investment Balanced Fund has outperformed by 2.1% over the same period*.

Mr Lidbury has 17 years of experience in financial services and moves into the position from his current role as General Manager Research and Operations, Perpetual Investments. Prior to joining Perpetual he was Manager Research Relationships at MLC / nabWealth. He holds a Bachelor of Accounting degree from the University of Technology, Sydney, and is a CPA and CFA charterholder.

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