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 joined the Rhombus Asset Management team as Portfolio Manager. Simon is involved in manager selection for the Managed Account solutions, he also leads the portfolio trading, attribution analysis and adviser communication function.
Simon has 20 years’ experience in the Wealth management industry working with financial advisers and over 15 years’ experience in manager research and portfolio construction. Simon previously worked in the Insignia (previously IOOF) Research team for five years as Portfolio Manager, prior to this he was a Portfolio Analyst within the ANZ Advice Research team and an Investment Analyst within the BTFG Advice Research team for 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 Analyst, Rhombus Asset Management
At Rhombus Asset Management, Thomas is responsible for managed funds research and portfolio construction across all asset classes. Prior to joining Rhombus Asset Management, Thomas was a Senior Analyst in the Insignia Financial Advice Research team, where he was responsible for conducting managed funds research across Australian Equities, Global Equities and Property and Infrastructure asset classes.
Thomas holds a Bachelor of Commerce from the University of New South Wales (majoring in Economics & Finance) and an Advanced Diploma of Financial Planning from Kaplan Professional.
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