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.
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
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.
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.
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.
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.