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