Former van Eyk asset team to launch start-up
van Eyk's former asset consultancy team has reunited to start a new venture, only weeks after leaving the research house.
Jonathan Ramsay, Jonathan Tolub and Fil Andronaco are on track to launch a portfolio construction company later this month.
The three asset consultants left van Eyk in undisclosed circumstances in August.
Ramsay held his role at van Eyk for four years, while Andronaco had been with van Eyk for more than five years and Tolub, more than two.
The trio's new venture will offer advice to mid-size dealer groups and high-end planning practices, Ramsay said.
"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," he added.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
