LIS Growth Alternatives Individually Managed Account (LGA IMA) – the Wholesale Discretionary Account solution
Your individualised solution for high-net-worth clients
With the positive trends we are seeing in private markets, Lonsec Investment Solutions (LIS) have a unique investment solution designed exclusively for Advisers and their high-net-worth clients.
LIS sees these Alternative markets providing HNW investors an opportunity to add uncorrelated assets to their portfolio further lifting the benefits of owning a well-diversified portfolio by potentially enhancing returns and simultaneously lowering overall portfolio risk.
The LIS Growth Alternatives IMA provides an entry point into these sophisticated investments with a minimum initial investment of $500,000, an investor can begin their investment journey into Alternative markets with a highly individualised portfolio.
Benefits for Advisers and End Investors
Aligned with client needs
The LGA supports advisers with a framework to offer high-net-worth-individuals (HNWIs) a personalised investment portfolio tailored to their individual investment preferences. This approach enables advisers to enhance portfolio characteristics to better align with individual client needs.
Best-in-class Alternative products
Advisers gain access to opportunistic deal flow via the Netwealth and iCapital partnership, offering differentiated, best-in-class global Alternative products curated for their most important, wholesale clients.
Access to exclusive and global investment ideas and opportunities
Advisers can broaden their value proposition by presenting HNWIs with a Private Bank-like experience, giving them access to exclusive and global investment ideas and opportunities.
Strengthened client relationships
Strengthen relationships with HNWIs by offering solutions beyond wealth preservation, including new high-impact investment ideas and personalised opportunities. Delivering tailored, exclusive strategies helps retain clients and build long-term loyalty.
An efficient and scalable solution
Our MDA structure provides advisers with an efficient and scalable HNW solution, that eliminates the time-consuming back-office administration of private market investing, whilst simultaneously providing their clients with a highly engaging and unique investment experience.