Access our news and insights

Sign up to receive our regular newsletter with insights, portfolio and event updates delivered straight to your inbox.

Start implementing managed account solutions for your clients

Learn more
Scroll down

Register Now for the Canberra Adviser Forum - 8 August 2018

Register now

Build and implement high quality SMA portfolios

Lonsec Investment Solutions provides financial advisers, dealer groups, and institutions with access to the knowledge and expertise required to implement high-quality separately managed account (SMA) offerings for their clients. Drawing on Lonsec Research’s in-depth investment product research, we offer a range of SMA portfolios to meet different client needs. We also offer an end-to-end, tailored managed account investment solution where we can be the model manager for your managed account solution.

Get SMA ready

We help your business navigate the complexities of managed accounts

Our highly experienced team will guide you through the key steps towards implementation

We provide ongoing support to help you engage effectively with your clients

The Lonsec SMA’s have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

- Peter Hastie - Stinson Hastie & Co

News & Insights

5 Jul 2018 - One of the issues Lonsec has discussed within our investment committee process is the potential rise in market ...

Implementing a dynamic approach to portfolio construction

31 May 2018 - Geopolitical news has been dominated by Korea and recent talks of denuclearisation between the leaders of North ...

Chart of the Month – Inter-Korean Summit a predictor of markets?

26 Apr 2018 - A key benefit attributed to separately managed accounts is the efficiency they bring to financial advice ...

Chart of the Month – Implementation makes a difference

18 Apr 2018 - We are pleased to advise that the Lonsec Board has appointed Charlie Haynes as the new Group Chief Executive ...

Lonsec appoints Charlie Haynes as New Chief Executive Officer!

23 Mar 2018 - We’re excited to announce that due to continued growth across all of our businesses, including Lonsec ...

Our Sydney team has moved!

14 Feb 2018 - Lukasz de Pourbaix, Chief Investment Officer at Lonsec Investment Solutions, explains what the current rise in ...

The return of volatility: what you need to know

30 Jan 2018 - Why the sudden growing interest in managed accounts? Lukasz de Pourbaix discusses several factors which have ...

Growth in SMAs gains momentum

7 Dec 2017 - This articles talks about the key things you need to know when transitioning to an SMA structure.  Over the past ...

Transitioning from model portfolios to an SMA

7 Dec 2017 - Lukasz de Pourbaix talks you through the 8 things you should check off before launching your SMA portfolio. In ...

A checklist for running your SMA portfolios

6 Dec 2017 - Hear from the LIS team about some real life examples which talk to how SMAs can have tangible benefits for ...

Your managed accounts in practice

01 – Our investment philosophy

5 Jul 2018 - In recent times we’ve seen increased volatility as well as more risk factors appearing, such as ...

Watch now

Why Lonsec’s SMA’s?

13 Feb 2018 - Have you thought about implementing separately managed account (SMA) solutions? Lukasz de ...

Watch now

Tailored SMA solutions

12 Feb 2018 - Learn how Lonsec can help you implement a truly bespoke separately managed account (SMA) offering ...

Watch now

Sector spotlight: resources

31 Jan 2018 - Ross Bird takes a look at some of the recent trends from Australia’s resources shares and how ...

Watch now

Stock spotlight: REA Group

18 Dec 2017 - Senior Equities Strategist Danial Moradi discusses why Lonsec has recently added REA Group to ...

Watch now
Upcoming Events

Lonsec Investment Solutions Adviser Forum – Canberra

When:

Wednesday 08 August

Where:

Canberra
QT Hotel
1 London Circuit, Canberra ACT 2601

Time:

8:30am – 10:30am

View event View full events calendar
Upcoming Events

Lonsec Retirement Symposium 2018 – Save the date

When:

Tuesday 28 August (Melbourne)
Wednesday 29 August (Sydney)

Where:

Melbourne
Sheraton Hotel
27 Little Collins St, Melbourne VIC 3000

Sydney
Doltone House
3/181 Elizabeth St, Sydney NSW 2000

Time:

2pm - 5pm

View full events calendar

Services

Lonsec SMA Portfolios

Access a range of SMA portfolios designed for different client types

Gain exposure to our investment product selection expertise and target the highest-quality managed fund products

Benefit from Lonsec’s extensive research process and established governance framework

Learn more

Tailored Client SMA Service

Leverage our portfolio construction expertise to develop your own SMA solutions

Build portfolios that are directly aligned to your requirements

Manage your account portfolios, including switching and rebalancing

Learn more

Get in touch

For general enquiries, please fill in our Contact Us form

Contact Us Form

For sales enquiries, contact our Senior Business Development Manager
Greg Schapkaitz on +61 481 003 292

Contact Greg