Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. He was previously with Morgan Stanley Wealth Management from 2016 to 2023, holding senior roles in Sydney and Hong Kong, where he developed their multi-asset investment approach, which was recognised by the Institute of Managed Account Professionals as the winner in the 2021 Multi-Asset and Licensee Managed Account categories.

Before Morgan Stanley, Nathan was with Australian Ethical Investment, managing the Australian Ethical International Shares Fund, which won the Best International Equities Award from the Australian Fund Manager Foundation in 2014. He started his career in 1995 and has extensive experience in asset management, research and stockbroking that has taken him across Asia, North America, the Middle East and Australia. Nathan is a frequent speaker and writer on global market issues, has a Bachelor of Commerce from the University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charterholder.

Nick joined Lonsec in 2021 to help manage its Listed Diversified and Direct Equities Managed Accounts. He was appointed as Portfolio Manager for Implemented Portfolios in early 2023 and is responsible for applying the decisions of the IPL Asset Allocation Investment Committee to the client IMA portfolios.

Before joining Lonsec, Nick had 15 years of investment experience with other institutions, covering management of multi-asset-class and pure equities portfolios, and fundamental research across equities sectors and other asset classes. Nick holds a Bachelor of Commerce (Finance) and Bachelor of Arts from the University of NSW, and is a Chartered Financial Analyst.

Chris is an Investment Management veteran who brings over 30 years of experience in the day-to-day management of an IMA service, including asset allocation, portfolio modelling, trading and investment risk and analytics.

Having managed portfolios for the large majority of his career, for the past 5 years has been consulting to Investment Managers and Superannuation funds specializing in the design and implementation of investment strategy solutions with a particular focus on performance and investment risk.

Chris was formerly Investment Director at CFSGAM providing institutional representation of equity investment processes and capabilities. In addition to this Chris has extensive international investment experience including Senior Portfolio Manager Quantitative Equites at SSGA and Senior Quantitative Analyst at Schroders. This included membership of the Schroders Australian Asset Allocation Committee and designing and building of asset allocation and risk models to support investment decisions.

Chris has a Bachelor of Business from Massey University and a Masters in Management from Macquarie Graduate School. Chris continued his studies recently completing a Diploma in Data Science through John Hopkins University.