Comprehensive Managed Accounts
Run a better, more efficient practice
We focus on developing transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals.
Founded in 2015, Atticus Wealth emerged as a fresh approach to investing money, with the understanding that financial advice businesses have specific needs combined with a desire to put their clients at the centre of their approach. When Atticus Wealth was developed, we focused on adviser experience and feedback to help shape the result. We created the first adviser friendly service with better investment outcomes for clients.
Control the outcome you want
You can choose your level of involvement with the SMA, from our off the shelf options, to creating your own custom branded SMA specifically aligned with your investment philosophy. The choice is yours.
For greater business efficiences, improved advice delivery and more time for clients, there’s an Atticus Wealth solution that’s right for you and your clients.
Established Atticus Wealth Portfolios
Gain all the benefits of presenting established, proven SMAs to your clients in the quickest and most efficient manner. Atticus Wealth portfolios have been running successfully since 2015 and implementing these for your clients is the most cost-effective timely method.
Atticus Custom
Becoming an SMA Implementation Partner allows you complete control over the investment portfolios and can be presented to your clients using your own brand. With Atticus Custom, you will retain your investment philosophy and use your existing core portfolios while accessing all the benefits of using SMAs with clients.
Why use Atticus Wealth to deliver your SMA?
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A proven track record of success in managing money
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Direct engagement and involvement with the investment committee
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Investment resources
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An experienced investment management team
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Atticus’ scale creates opportunities for fund manager fee discounts
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Professional indemnity, auditing and compliance with timely financial reporting
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The ability to customise your own managed accounts
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Experienced, professional implementation and guidance
Cost effective
The SMA structure allows Atticus Wealth to negotiate manager discounts on your behalf, ensuring costs are kept low. Our disciplined and rigorous management puts your portfolio’s fee budget at the centre during the construction process.
Minimal disruption
Our end to end transition process for advice businesses will minimise the disruption involved in migrating to managed accounts. Our experience with SOA & ROA templates, systems and processes, and the ability to provide paraplanning resources and marketing means you can transition quickly and efficiently.
Transparency and Tax Effectiveness
Transparency of holdings – for yourselves and your clients
Optimise Tax positions – direct flow of all income, credits and realised gains
Flexibility and Opportunities
By using your existing portfolios as the starting point, you will be able to in-specie clients existing assets into the SMA portfolios, significantly reducing transaction and tax costs.
Ongoing Expert Attention
Atticus Wealth have a team of highly experienced portfolio managers who actively manage all elements of your portfolios and will ensure an investment strategy aligned with your philosophy.
Our Investment Committee
The Atticus Wealth investment committee members are industry leaders with proven experience in investment management. With an average of 20 years’ experience in the Investment Management Industry, they are ideally placed to apply best practice to the management of our portfolios.
Ruben Bock
Ruben Bock is the Portfolio Manager employed by Atticus Wealth Management, where he has been for the past 5 years. In this role, Ruben develops tailored portfolios for retail superannuation clients under a multi-sector strategy, including equities (domestic and global), fixed Interest, listed property, alternatives and cash. Ruben successfully completed his Chartered Financial Analyst (CFA) in 2017 and also holds a Bachelor of Commerce from University of Melbourne.
Brad Matthews
Brad Matthews is the founder of Brad Matthews Investment Strategies (BMIS). With 30 years of experience in the finance industry, Brad provides assistance to financial planning practices in developing their investment philosophy and creating portfolio solutions consistent with this philosophy. Providing a rigorous risk-based approach to portfolio construction, BMIS aims to improve investment outcomes as well as creating implementation efficiencies and reduced costs for advisers.
Brad holds a Graduate Diploma in Applied Finance and Investment through the Securities Institute as well as a Bachelor of Commerce, Economics and Finance through the University of NSW.
Mike Hawkins
Mike Hawkins has almost three decades of experience working in financial markets, with the majority of this time as Chief Investment Officer and founding partner of Evans & Partners and Chief Investment Officer at JB Were and Goldman Sachs JB Were's private wealth management businesses. As Chief Investment Officer, Mike has leveraged his experience as an economist, market strategist and portfolio manager.