Perth-based dealer group, Sentry, is the first major client to sign up with new asset consultancy group, InvestSense, led by three former van Eyk consultants.
The firm, established by former van Eyk head of asset consulting, Jonathan Ramsay, and asset consultants, Fil Andronaco and Jonathan Tolub, who left the troubled business in August, prior to it going into administration, has replaced their former employer as Sentry’s asset consultant.
Ramsay described securing the signing of Sentry, a top 30 dealer group as “exciting” for the fledgling business.
“We are excited about the opportunity that Sentry has offered our young portfolio construction and consulting company,” Ramsay said.
“Most importantly, it reinforces the confidence we have that the financial services marketplace is seeking improvements in investment outcomes for clients of advisers through a robust, transparent process centred on a valuation based framework.
“Medium sized dealer groups like Sentry have an opportunity to rationalise the investment advice process and associated investment solutions.
“InvestSense can make a big difference in terms of portfolio construction through managed account model portfolios that they already have in place.”
Having previously worked with Ramsay, Andronaco and Tolub, Sentry head of advice, Daniel Parry, said InvestSense was the ideal choice to replace van Eyk.
“We felt InvestSense provided a proactive approach to asset allocation with fresh thinking about portfolio allocation,” he said.
“Most importantly, we sought a partner to build client friendly solutions within Sentry’s compliance framework and assist advisers to deliver better, long term, sustainable returns for their clients.”
