Access our SMA video series

Access our complimentary video series

Hear from Lukasz de Pourbaix, CIO Lonsec Investment Solutions, who will take you through an easy to follow four-step checklist to help you get ready for Separately Managed Accounts (SMAs).

What you will receive:

Over the next four weeks you will receive a weekly video presented by Lukasz de Pourbaix who will offer a practical guide to implementing SMAs in your business.
This video series is an essential guide for any financial adviser or dealer group interested in learning about SMAs.

Key highlights:

Learn why financial advisers are considering SMAs

Discover the right SMA structure for your business

Understand your SMA journey and what you need to know

Follow a step-by-step process to guide your client conversations

About Lonsec Investment Solutions

Lonsec Investment Solutions is a specialised provider of investment portfolio solutions for financial advisers, financial planning groups, and institutions. Our services allow you to leverage our experience in portfolio construction and SMAs to develop your own managed account portfolios.

Get in touch

Greg Schapkaitz 
Snr Business Development Manager
Mob: +61 481003292