Australia’s leading Managed Accounts provider
With $32.6 billion in funds under management, Evidentia Group is Australia’s leading Managed Account provider.
Formed through the merger of Lonsec Investment Solutions, Evidentia and Implemented Portfolios, Evidentia Group brings together three of the most trusted names in managed accounts. Together, we deliver one of the country’s most comprehensive suites of investment solutions, built to meet the evolving needs of advice professionals and their clients.
Evidentia Group combines institutional-grade investment expertise with a practical, adviser-first approach, empowering financial professionals to deliver personalised, engaging and scalable investment experiences to their clients.
What sets us apart is our truly collaborative approach — working closely with advisers to deliver transparent, research backed and high-conviction solutions.
*FUM as at 30 September 2025
Your Business. Your Clients. Your Way.
At Evidentia Group, we know that delivering exceptional client outcomes starts with recognising the unique needs of each advice business and investor. That’s why we’ve built one of the most comprehensive suites of investment solutions in the market, giving you the flexibility to choose the approach that best aligns with your clients’ goals and your business model.
Whether you want to:
- outsource investment expertise through scalable, ready-made managed accounts;
- access private-label tailored solutions and insource investment capabilities; or
- provide the deep personalisation of individually managed portfolios;
we offer a broad range of flexible investment solutions to match your business model. Our solutions are built to help you deliver exceptional outcomes for your clients and create greater efficiency for your advice business.
With deep research, robust governance and a clear focus on risk and performance, we give you the confidence to concentrate on what you do best: building trusted relationships and helping your clients achieve their financial goals.
Choose your client experience – we’ll help you deliver it.
Our range of investment solutions stretch across our three product brands – Lonsec Investment Solutions, Evidentia Private, and Implemented Portfolios.
Three Leaders – One Market Force
Our breadth of solutions allows us to be truly product agnostic, providing advisers with genuine choice when selecting an investment solution to suit their individual business and client needs.
Publicly accessible.
Expertly managed.
Lonsec Investment Solutions (LIS) provides a diverse suite of publicly available ready-made (off the shelf) portfolios, suitable for licensees and advisers of all sizes, with no barrier to entry.
Available via either a Separately Managed Account (SMA) and/or Managed Discretionary Account (MDA) structure.
Institutional quality.
Boutique feel.
Evidentia Private works with licensees and private wealth firms to deliver private-label investment solutions, tailored to individual practice requirements, that blend institutional-grade capability with a boutique, highly personalised experience.
Available via either a Separately Managed Account (SMA) and/or Managed Discretionary Account (MDA) structure.
Flexible structure.
Personalised approach.
Implemented Portfolios (IPL) works with financial advisers to deliver a highly individualised and engaging investment experience while creating more time and efficiency within their businesses, through our Individually Managed Account (IMA) Service.
The IMA service allows for customisation at an individual client level via a Managed Discretionary Account (MDA) legal structure.
Trusted by Australia’s Leading Advice Firms
Evidentia Group is a provider of choice for Australia’s leading advice firms seeking a true collaboration with an external investment solutions provider.
Our national team of investment professionals and advice specialists work alongside advice firms to support both client investment outcomes and practice growth.
Our team, with strong advice backgrounds, understands the needs and goals of your end clients, enabling deeper personalisation, alignment, and impact. With decades of combined experience across our leadership, investment committees and partner network, we provide you with a unique blend of deep portfolio expertise and strategic business support, guiding firms through corporatisation and long-term value creation.
Get in touch with us
To learn more about how our range of investment solutions can help your business, get in touch with our team.