Our People

Executive team


David Wright

Chief Executive Officer

Ben Davis

Director - Strategy

Jason Huddy

Chief Operating Officer

Management team


Lisa Chadwick

Head of Product Development

Trudy Greaves

Head of People & Culture

Damien Hennessy

Head of Asset Allocation

Simon Hobman

Head of Digital

Bronwen Moncrieff

GM and Head of Research

John Nicoll

Head of Sales

Manuela Sikos

Head of Legal & Compliance

Steven Tang

Head of Consulting

Darlene White

Head of Marketing

Investment Research Sector Leads


Dugald Higgins

Head of Responsible Investment & Sustainability

Quan Nguyen

Head of Equities

Rodney Sebire

Head of Alternatives and Global Fixed Income

Andrew Yap

Head of Multi-Asset and Australian Fixed Income

Sales team


Scott Garner

Senior Business Development Manager - NSW, ACT

Ross Cassidy

Business Development Manager - VIC, SA, WA, TAS

James Curnow

Business Development Manager - NSW, ACT

Berit Deagan

Business Development Manager - parental leave

Gordon Roebuck

Business Development Manager - QLD, NT

The Zenith Difference

Deep knowledge of adviser needs

 

Since our inception, the Zenith team has worked closely with advisers to understand the needs of their clients. This wealth of experience is central to the design of our products and services.

Dedicated research team

 

Our highly regarded, stable in-house research team provides extensive specialist knowledge that’s core to our service offering. Our team meet with fund managers over 750 times a year to provide advisers with a consistently refreshed list of investment opportunities and deliver critical inputs to the ongoing success of our managed portfolios consulting service

Managed account expertise

 


As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge in the development and management of both customised and public menu managed accounts, currently managing over $4 billion in client assets.

Leading portfolio construction and management

 

Our highly experienced consulting team build balanced and diversified portfolios, utilising sophisticated tools to ensure portfolios are free from style bias and minimise unintended risks. All Zenith portfolios undergo constant and considered monitoring to optimise investment outcomes for clients.

‛Best of breed’ reporting suite

 

Unique to Zenith, our clients have access to our flagship research and portfolio insights platform, Mosaic. Mosaic delivers in-depth research reports on nearly 1000 funds and comprehensive portfolio dashboards and reporting tools to support more constructive client conversations. Advisers can also access deep investment insights and analysis from across the business.

Powered by a global network

 

Zenith is proud to be powered by global leader in investment data and technology, FE fundinfo. Our international reach provides us with access to an extensive network of investment specialists and empowers us with unique data and insights from across the globe to better inform and empower our clients.