We develop transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals. Since 2015 we've put into action a wealth of adviser feedback and experience to craft a fresh approach to investing money through Separately Managed Accounts.
We understand that financial advice businesses have specific needs combined with a desire to put clients at the centre of their model. The result is the creation of Australia's first adviser friendly service with better investment outcomes for clients.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Level 13, 219-227 Elizabeth Street, L13,227 Elizabeth St,australia
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- atticuswealth.com.au
- Keywords
- Separately Managed Accounts, Investment, Australian Portfolios, Shares, White Label SMA, Established SMA, SMA, Financial Planning, Financial Services.
- HQ
- Sydney, NSW
Atticus Wealth Questions
Atticus Wealth's website is atticuswealth.com.au
Atticus Wealth's LinkedIn profile is https://au.linkedin.com/company/atticus-wealth
Atticus Wealth has
2 employees.
View email and phone details for 2
employees at Atticus Wealth.
Atticus Wealth's industry is
Investment Management
Atticus Wealth's categories are Investment Management
Atticus Wealth's founding year is 2015
