Lonsec to buy Implemented Portfolios, create $5b managed accounts player
Research house Lonsec will acquire investment consultancy Implemented Portolios to create a $5 billion player in the rapidly growing market for so-called managed accounts.
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Research house Lonsec will acquire investment consultancy Implemented Portolios to create a $5 billion player in the rapidly growing market for so-called managed accounts.
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL).
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and affluent retail clients.
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To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike.