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.
Tom Naaijkens
Tom Naaijkens is the Portfolio Manager employed by Atticus Wealth Management. He brings 25 years of experience in financial markets, during which he held various risk management and portfolio management positions in Europe and Asia.
In this role, Tom develops tailored portfolios for retail superannuation clients under a multi-sector strategy, including equities (domestic and global), fixed Interest, listed property, alternatives and cash.
Tom holds a Master of Science in Econometrics from Erasmus University Rotterdam (The Netherlands), is a Chartered Financial Analyst (CFA) and holds Financial Risk Management (FRM) and Sustainability and Climate Risk (SCR) designations from the Global Association of Risk Professionals (GARP).
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.
Kyle Schlachter
Kyle brings over 15 years of experience across finance, investment management, and engineering. He has developed deep expertise in porfolio construction, private equity, and corporate advisory. At Territory Funds Management (TFM), he managed listed investment portfolios exceeding $300 million across multi-asset strategies.
Kyles background spans structured finance at the Bank of Queensland and engineering roles in Australia and Canada, providing him with a rigorous analytical foundation and a disciplined, data-driven approach to valuation and operational improvement. His experience extends to mentoring investment professionals and advising corporate clients through business turnaround, restructures, and capital-raising processes.
He holds the Chartered Financial Analyst (CFA) designation and a Bachelor of Science in Electrical Engineering from the University of Calgary.
Toby Lewis
Toby is the founder of Harbour Reach, established in 2018. Prior to founding the firm, he served as Chief Investment Officer and executive team member at ASX-listed licensee Centrepoint Alliance.
In Australia, Toby has held senior investment and research roles at Citibank Wealth Management, UBS Wealth Management, and Standard & Poor’s. Before relocating to Australia in 2010, he held portfolio management and research positions at SG Global Private Banking and HSBC Private Wealth Managers, with a focus on Asia-Pacific and Emerging Markets.
Toby holds degrees in English and French law from the Universities of London and Paris, and a Master’s in Financial Economics from the University of London. He is a Chartered Financial Analyst (CFA) , a Certified Financial Risk Manager (FRM), and a graduate of the Australian Institute of Company Directors (GAICD).