Access our news and insights

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

Lonsec   ⟩   About us

Our capabilities

Our aim is to give you everything you need to start implementing managed account solutions for your clients. No matter where you are on the SMA journey, our experts work with you to deliver high-quality direct equity and managed fund portfolios, underpinned by Lonsec’s investment product research and risk management expertise.

Our philosophy

Dynamic portfolio management to achieve investment objectives while managing downside risk

Invest in high quality investments underpinned by Lonsec’s extensive research

Strong risk management culture supported by a rigorous governance process

A diversified approach to portfolio construction is critical to achieving portfolio objectives

Our values

Our values are an essential part of who we are, and inform our vision as a business as well as how we work with our clients and each other. We believe strongly in responsible action, supporting the integrity of the financial services industry, and maintaining the highest standards of professional and ethical conduct.


Integrity

We stand behind our promises and always do the right thing by our people and clients

Client-focused

Our culture puts the client at the core and focuses on helping them achieve their goals

Innovative

We anticipate market needs and opportunities and develop contemporary solutions

Collaborative

We build great relationships and work in partnership with our clients and colleagues

Independent thinkers

We never compromise on quality or objectiveness to deliver trusted, high conviction insights

Meet the Team

We have some of the most reputable people in the industry working at Lonsec Investment Solutions.
Here is an overview of our talent as well as some information
on their contribution to the financial services industry.