Lonsec

Here at Lonsec, our purpose is to help our clients and partners make better investment decisions. We believe in the power of trusted and objective investment insight, and this insight can drive better outcomes for advisers, super funds, fund managers and of course, their clients. Our mission is to empower Australians with the information and tools they need to make better investment decisions. Across our four brands, we help build connections between you and your clients, and we're uniquely positioned within Australia’s ever changing financial services landscape to help you grow your businesses, enrich your knowledge, and ultimately, live your ideal life.

Talaria Capital has joined the growing list of managers reaching financial adviser by sitting down with Lonsec Research & Ratings for an insightful episode of In the Spotlight. In this latest episode, Chad Padowitz, Co-founder and Co-CIO at Talaria Capital, explains how the Talaria Global Equity Fund is built on the philosophy that 'investors should be paid for taking risk’. Chatting with Hong Hon, CIMA® Hon, Manager of Global Equities at Lonsec Research, Chad outlines how the fund can be incorporated into client portfolios to offer lower downside risk, smoother and more consistent returns and sustainable income. In the Spotlight is part of our mission at Lonsec Research & Ratings to provide financial advisers with the tools and insights to help them and their clients make better investment decisions. We have a library of In the Spotlight episodes from leading managers which can be viewed on our dedicated In the Spotlight website: https://lnkd.in/gfXTRK_g

The Lonsec Group today announced a strategic realignment of its businesses as it continues to strengthen its capabilities and prepare for future growth. This follows the announcement by parent company Generation Development Group (ASX:GDG) earlier today of the acquisition of managed account business, Evidentia Group. Read the full media release: https://lnkd.in/gw4QEhp5

The February 2025 Portfolio Perspectives from the Office of the CIO is now available: https://bit.ly/4gpL48r In the first edition for 2025, Nathan Lim explains that while the current macroeconomic environment is solid, the first shots of a tariff war have created uncertainty for global growth.

We are excited to share the news of our partnership with Much more than money, as their tailored managed account has launched on Netwealth. Lonsec has been chosen as the Investment Manager for this partnership, and we are thrilled to be part of MUCH's ongoing growth journey.

As part of Lonsec's commitment to helping Australians make better investment decisions, we proudly support the annual Financial Advice Landscape Survey conducted by Adviser Ratings. Advisers can complete the survey to have their voices heard by industry decision-makers, while also going into the draw to win exclusive prizes. Access the 2025 Financial Advice Landscape Survey now and share your feedback: https://bit.ly/3Bojeel #financialadvisers #financialadviser #financialadvice

We're #hiring a new Investment Analyst in Sydney, New South Wales. Apply today or share this post with your network.

We're #hiring a new Senior Investment Analyst in Melbourne, Victoria. Apply today or share this post with your network.

We're #hiring a new Senior Investment Consultant/Portfolio Manager in Sydney, New South Wales. Apply today or share this post with your network.

We would like to wish all of our valued clients and partners a happy festive season, and we look forward to connecting with you again in the new year. Our offices will be closed from Wednesday, 25 December and reopening on Monday, 6 January – though we will have a limited number of the staff available for any client services or account queries, and to address any urgent trading requests.