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Transaction & Advisory  |  August 2022

Lonsec acquires Implemented Portfolios Limited

Alistair Jaque, Simon Correggia and Orhai Shiba acted for the shareholders of Implemented Portfolios Limited, a specialist Managed Discretionary Account provider to high net wealth individuals, on the sale of the company to Lonsec Holdings Pty Ltd.

Articles

AFR:

https://www.afr.com/companies/financial-services/lonsec-doubles-footprint-in-131b-managed-accounts-market-20220720-p5b36d#:~:text=Research%20house%20Lonsec%20will%20acquire,get%20much%2Dneeded%20financial%20advice.

Lonsec:

https://www.lonsec.com.au/2022/07/21/media-release-lonsec-acquires-implemented-portfolios-limited-and-expands-market-reach/

Financial Standard:

Lonsec acquiresrtfolios | Financial Standard Implemented Po

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