LONSEC
Lonsec empowers financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. While the services offered have evolved over time, uncompromising quality and client focus remain paramount. Today, the broader Lonsec Group continues to provide financial advisers, superannuation funds and investors with integrated market intelligence and investment services that ultimately help people to prosper.... As Australia’s leading investment research house*, Lonsec Research provides in-depth, investigative investment research across a broad range of listed and unlisted investments. Our expert team of experienced investment analysts and consultants provide in-depth insight and analysis, practical asset allocation and portfolio construction advice. Lonsec Stockbroking provides high quality securities services tailored to the needs of finance professional and decision makers, offering informed opinions on appropriate investment strategies, portfolio reviews, execution and model portfolios.
Current Employees Featured
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-12-23 | Bluewater | Lonsec investment in Venture Round - Bluewater | N/A |
More informations about "Lonsec"
About us - Lonsec
The Lonsec Group is a pivotal force within Australia’s financial advice and investment industry, encompassing market leading brands Lonsec Research, Lonsec Investment Solutions, SuperRatings and Implemented Portfolios.See details»
Lonsec - Helping Australians make better investment …
Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. Our business encompasses managed investments, listed securities and superannuation research, awards …See details»
Lonsec - Crunchbase Investor Profile & Investments
Lonsec empowers financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. While the services offered have evolved over time, …See details»
Lonsec Company Profile 2024: Valuation, Investors, …
1. General Information. Description. Provider of financial investment advice and research intended to serve financial advisers, fund managers and superannuation funds.See details»
Lonsec - LinkedIn
With over 20 years of experience, the Lonsec Group is one of Australia’s most prominent investment research, ratings and implemented solutions businesses proudly serving financial advisers,...See details»
Media Release: Australia’s market leading investment
Jun 3, 2024 · Lonsec is positioned at the nexus of Australia’s financial advice and investment industry, helping clients and investors make better investment decisions. Lonsec comprises of four businesses – Lonsec Research, Lonsec …See details»
GDG receives shareholder approval for Lonsec acquisition
Jul 23, 2024 · Lonsec is already well known to GDG, with strong knowledge of its operations and management team, having made our initial investment in 2020. Completing this acquisition will allow GDG to consolidate Lonsec’s financial …See details»
GDG to fully acquire Lonsec - Money Management
Jun 3, 2024 · Back in 2022, Lonsec acquired a managed discretionary account provider to high-net-worth individuals and affluent retail clients, Implemented Portfolios Limited (IPL).See details»
Lonsec acquisition sees nod of approval from GDG shareholders
Jul 23, 2024 · Latest news. Lonsec acquisition sees nod of approval from GDG shareholders. 23 July 2024. •. By Jasmine Siljic. •. 4 minute read. SHARE. Generation Development Group has …See details»
Lonsec doubles footprint in $131b managed accounts …
Jul 20, 2022 · Research house Lonsec will acquire investment consultancy Implemented Portfolios to create a $5 billion player in the rapidly growing market for so-called managed accounts – customised...See details»
Lonsec Holdings fully acquired by Generation …
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 shareholder, Generation …See details»
The 7 key characteristics Lonsec looks out for in a winning fund
May 29, 2024 · Process, team, and performance rank highest in Lonsec's 7-factor hierarchy when assessing funds. Peter Green shares what else they look for.See details»
DiligenceVault and Lonsec Partner on Digital Due Diligence, Data ...
NEW YORK, July 5, 2022 (Newswire.com) – DiligenceVault has announced a client partnership with Lonsec, a multi-award-winning Australian investment research house providing insights …See details»
Generation Development Group corrals complete ownership of …
Jul 23, 2024 · Generation Development Group, the parent company of Generation Life, which recently acquired the remaining stake in Lonsec, has reported a $673 million increase in funds …See details»
SuperRatings ratings and awards - Lonsec
Our Awards. SuperRatings’ awards recognise the very best of the best within Australia’s superannuation industry. We examine each fund’s value proposition, from investment …See details»
Rob Coombe’s Generation Development Group to buy rest of Lonsec
May 29, 2024 · Rob Coombe-run GDG is raising equity to finance a buy-out of Lonsec. AFR Jefferies’ equities desk started wall-crossing investors on Wednesday, seeking to raise …See details»
Generation buys Lonsec, gets upgraded - Financial Review
Sep 21, 2020 · Two things happened on September 17. The first: Generation Development Group told its shareholders it was purchasing 37 per cent of investment research and consultancy …See details»
GDG halts trading amid rumours hinting at a Lonsec acquisition
May 30, 2024 · A trading halt all but confirmed Generation Development Group’s reported acquisition of the shares in Lonsec it doesn’t yet hold. GDG announced a trading halt to the …See details»
Investment Product Ratings - Lonsec
Lonsec’s financial product ratings Our rigorous ratings system provides financial advisers with the insights they need to support their clients’ investment objectives. Our ratings are underpinned …See details»
Lonsec Portfolio Perspectives from the CIO's office - Spotify
Listen to Lonsec Portfolio Perspectives from the CIO's office on Spotify. Lonsec brings you the firm’s best thinking on topics and issues relevant to Australian investors.See details»