Wednesday 10th December 2025, for Immediate Release
Evidentia Group is proud to celebrate the retirement of Nathan Lim, after an impressive 30-year career, shaping investment strategies and driving innovation in financial services.
Nathan currently serves as Chief Investment Strategist at Evidentia Group, shaping the firm’s market voice, leading the Lonsec Investment Solutions (LIS) portfolio management team and driving strong client outcomes. During his tenure as Chief Investment Officer at LIS he and the team drove portfolio construction and asset allocation. Previously, he held senior roles at Australian Ethical, championing responsible investing, and at Morgan Stanley, delivering world-class research and client solutions.
As Nathan transitions into retirement, he is working closely with Darren Beesley, Evidentia Group’s Chief Investment Officer, to ensure a seamless handover. There are no changes to the portfolio management of any client portfolios, with all Evidentia Group’s Portfolio Managers remaining in place (including Deanne Baker, Dan Moradi and Nick field, all who have extensive tenures with LIS). The portfolio management team forms part of Beesley’s broader Investment division, ensuring stability and continuity for clients. Beesley has 20 years’ experience in funds management and asset consulting, most recently leading AMP Capital’s $80 billion multi-asset portfolio team, and previously managing diversified strategies at Perpetual. Executive Director of Investment Management – Troy Swann continues to focus on the group’s go-forward strategy and governance framework.
Reflecting on his career, Nathan says, “For more than 30 years, I have had the privilege of serving my clients to the very best of my ability. It has been an honour to have so many place their future in my hands, and in the hands of the teams I’ve been fortunate enough to work alongside. Thank you to all our clients for your trust, your confidence, and your collaboration. And to the markets—especially volatility—thank you for keeping every day interesting.”
CEO of Evidentia Group, Mike Wright commented, “Nathan has been a real asset to Lonsec Group, Evidentia Group, our clients, as well as the broader investment community. His depth of knowledge and strategic thinking have left a lasting impact in our industry. We thank Nathan for his contributions and wish him, his wife Claire and their family every success in the future.” Evidentia Group has commenced the recruitment process for a Senior Investment Strategist and is expected to make an announcement regarding this new appointment in the new year.
Looking ahead, Mike Wright continues “We are committed to build on the Group’s strong foundation as the undisputed leader in managed accounts, growing through trusted relationships — so our clients and people can thrive in business and life.
With Darren at the helm of our larger combined investment team, we are well-positioned to navigate the future with confidence and clarity, delivering an exceptional experience trusted by advisers, valued by investors, and powered by a culture of excellence.”
Release Ends
For media enquiries, please contact:
Naomi Christopher
General Manager, Marketing and Communications – Evidentia Group
Email: naomi.christopher@evidentiagroup.com
Phone: 0421 856 260
About Evidentia Group
Evidentia Group is Australia’s leading Managed Account provider with $32.6Billion in funds under management as at 30 September 2025. Formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios, Evidentia Group brings together three of the industry’s most trusted names in managed accounts to offer one of the most comprehensive suites of investment solutions in the country.
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.
Evidentia Group is owned by ASX listed Generation Development Group (ASX: GDG), which operates three distinct businesses (Evidentia Group, Lonsec Research & Ratings and Generation Life) each focusing strategically on their core value propositions.