New hires to support client take-up of Zenith’s managed account services

18 Sep 2020

Leading investment research and consulting house Zenith Investment Partners has made three key hires within its consulting team, supporting the growth of its managed accounts suite and expanding its service delivery for a growing pipeline of clients.  

Shailesh Jain joins Zenith as a Senior Investment Consultant and will be primarily responsible for a number of the group’s client and platform relationships.  He joins the team from Lonsec where he was Deputy Head of Active Manager Research and Manager, Australian Equities.

Calvin Richardson and Martin Kofoed have both joined the team as Investment Consultants, with responsibility for client engagement and governance in support of Zenith’s expanding number of clients. Calvin joins the team from Lonsec and Martin from Pitcher Partners, each having significant experience in both financial markets and advice delivery to investors.

Head of Consulting, Steven Tang, said he was really pleased to welcome the new additions to the team and the caliber of consultants they’ve been able to attract.

“Zenith has been providing managed account services to advisers for over four years now and this year, our service delivery to advisers has ramped-up even further,” Steven said.

“Being able to closely track and quickly communicate financial market changes and fund manager insights to advisers, let alone support them to make timely and necessary changes to their managed account portfolios over recent months, has been critical for their service to clients. Expanding our team into this growing segment of the market is important for our ongoing service commitment to advisers and their clients,” he said.

Growing interest in Zenith’s managed account product suite has seen the group cement its position as a leading provider of managed portfolios in Australia. Blending the best of their proprietary research into both customised and public menu portfolios, the Group’s growing client list includes a number of leading boutique advice businesses across the country.

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