Evidentia Group announces retirement of Nathan Lim after 30-year career 

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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

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Lonsec Group businesses realigned and poised for further growth

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The Lonsec Group (Lonsec) has announced a strategic realignment of its businesses as it continues to strengthen it capabilities and prepare for future growth. This follows the announcement by parent

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Lonsec Holdings fully acquired by Generation Development Group Limited

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Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest

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Lonsec appoints new Chief Investment Officer and Executive Director

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Lonsec Holdings has announced the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan

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Lonsec announces key executive appointments

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 Lonsec Holdings has announced key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022.  Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi

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Lonsec shows continued commitment to helping advisers

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Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account

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Lonsec acquires Implemented Portfolios Limited and expands market reach

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Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their

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Lonsec named 2022 Overall Best Research House by Adviser Ratings

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Lonsec has been named Overall Best Research House in the Adviser Ratings 2022 Australian Financial Advice Landscape Report, surveying over 1,300 advisers across the industry. Contributing to the Overall award,

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Lonsec launches comparison tool that streamlines best interest duty obligations

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Research house Lonsec has launched a new product comparison tool that streamlines best interest duty obligations for Advisers. Sitting within Lonsec’s iRate® portal, the ‘Products Like This’ tool simplifies the

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Lonsec continues to support the growth of Managed Accounts 

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Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth

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