Lonsec, IPL join managed accounts offering

Yasmine Raso

Senior Journalist, Financial Newswire

22 March 2023

Lonsec Investment Solutions (LIS) and Implemented Portfolios (IPL) have integrated their managed accounts solutions to provide advisers and their clients with a wider range of investment offerings through IPL’s Individually Managed Account (IMA) service.

The collaboration enables advisers to access Lonsec’s Listed Managed Portfolios on top of IPL’s regular IMA offerings through the Netwealth platform and is the latest in a string of several strategies announced after Lonsec Holdings acquired IPL in August 2022.

Lonsec said advisers and investors will now be able to work with IPL’s portfolio implementation managers to develop and put in practice personalised investment offerings that best suit client preferences.

IPL also offers “regular, adviser branded economic and investment commentary written and sent to clients” to ensure they are kept up to date with the latest market and product information.

“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,” Lukasz De Pourbaix, CIO of Lonsec Investment Solutions, said.

“Our Listed Managed Portfolios draws on Lonsec Research’s in-depth investment product research, and only invests 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.”