Atticus Wealth focuses on developing transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals.
Why choose us
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.
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 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 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 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.
Diversified SMA portfolios
Find out more information about what they are and how they can work for you.