RHOMBUS
ASSET MANAGEMENT
Rhombus Asset Management Pty Ltd is the specialised asset consulting arm within Rhombus Advisory. We focus on managing a range of multi-asset portfolios implemented through efficient structures such as Managed Accounts.
Rhombus Asset Management combines institutional-grade investment capability with a client centric approach, offering a suite of professionally managed portfolio solutions designed to meet a range of risk and return objectives. Leveraging our extensive industry expertise and strategic partnerships, Rhombus Asset Management provides investors with access to a global network of leading asset managers and investment strategies.
Our Investment Philosophy
Our investment philosophy is anchored by a Strategic Asset Allocation driven approach, providing broad market exposure that forms the stable foundation of our investment process. The investment team may employ Dynamic Asset Allocation and selective manager engagement to capture additional investment returns.
Our Vision
Rhombus Asset Management aims to partner with advisers to deliver scalable, high-quality investment solutions that meet the needs of a diverse client base, whilst ensuring the portfolios remain relevant and accessible in supporting advisers in delivering exceptional value to their clients.
Rhombus Asset Management is a highly qualified and experienced investment team.
Andrew Simpson, Director – Rhombus Asset Management
Andrew leads the Rhombus Asset Management team responsible for delivering portfolio construction solutions for advisers and clients across the Rhombus Advisory network, including model portfolio, investment strategy and asset allocation advisory services.
Andrew has worked in Financial Markets for over 15 years, spending most of this time helping financial advisers construct and manage portfolios for their clients. He has worked across the spectrum of asset classes, providing advice and guidance on Australian and global equities, government and corporate fixed income as well as foreign exchange and derivatives.
Andrew holds a Bachelor of Commerce (Accounting and Finance) and is a Chartered Financial Analyst Charterholder with CFA Institute.
Simon Edwick, Portfolio Manager, Rhombus Asset Management
Simon plays a key role in manager selection and investment research within the Rhombus Asset Management Managed Accounts.
Simon has 14 years’ experience working within Research teams and over 18 years experience in the Wealth management industry. Simon previously worked in the Insignia Financial Research team for five years, ANZ Advice Research team for one year, and BTFG Advice Research team for over seven years.
Simon holds a Bachelor of Economics majoring in Banking and Finance, Bachelor of Business (Honours) with Distinction and a Diploma of Financial Services (Financial Planning).
Thomas Wang, Senior Investment Analyst, Rhombus Asset Management
Thomas plays a key role in manager selection and investment research within the Rhombus Asset Management Managed Accounts.
Thomas previously worked for the Insignia Financial Research, where he was responsible for leading research on funds, SMAs, and ETFs across all asset classes, while also assisting with research on various other products. With over 12 years of experience in Research teams, Thomas’ prior roles include positions in the BT Investment Governance Team and the BT Advice Research Team, where he focused on managed funds and related investment products.
Thomas holds a Bachelor of Commerce, majoring in Finance and Economics, from the University of New South Wales. Additionally, Thomas has completed an Advanced Diploma in Financial Planning and is currently a CFA Level II candidate.
If you have a complaint
You can register a complaint with Rhombus Asset Management at any time by contacting us at:
Email:
RAMcomplaints@rhombusam.com.au
In writing to:
Suite 803, Level 8, 309 Kent Street, Sydney NSW 2000
Phone:
(02) 9127 7699
Our AFSLs will investigate the endeavour to resolve complaints promptly and fairly.
If the complaint has not been resolved to your satisfaction within 30 days, you canlodge a complaint with the Austalian Financial Complaints Authority (AFCA).
AFCA is an external dispute resolution scheme which provides fair and independent financial services complaint resolution that is free to consumers. AFCA’s contact details are:
Email:
info@afca.org.au
Website:
www.afca.org.au
In Writing to:
Australian Financial Complaints Authority GPO Box 3, Melbourne VIC 3001
Phone:
1800 931 678
The Australian Securities and Investment Commission (ASIC) also has an information line 1300 300 630 which clients may use to obtain information about their rights, and to make a complaint. For more information, clients should visit their website www.asic.gov.au