Mr Ramsay said the business will be headquartered in Sydney and provide a national service offering for mid-sized dealer groups and high-end financial planning practices.
“Our intention is to specialise in the building of portfolios on managed account platforms that maximise transparency and provide superior governance as well as tax benefits for investors,” said Mr Ramsay.
“We also aim to combine these attributes with our own investment process that encourages investor engagement with meaningful transparency” he said.
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Mr Ramsay, Mr Tolub and Mr Andronaco are still finalising marketing collateral, including a website address and site, and will release the name, address and contact details of the company soon.
