At the core of our asset allocation service is the ability to deliver tailored, objective asset allocation and investment strategy support to meet the tactical and strategic requirements of your business. With a wealth of experience developing and executing asset allocation strategies for clients including wealth managers, financial planning groups and super funds, we leverage our proprietary tools which power our range of insights and analytics to support more informed investment decision-making.
Our asset allocation team is led by experienced investment professional and Head of Asset Allocation, Damien Hennessy, who has over 30 years’ experience in funds management (CIO), asset allocation and investment strategy. In 2021, Zenith acquired dedicated asset allocation business, Heuristic Investment Systems, which was the brainchild of Damien Hennessy and Nicholas Hugh.
With nearly two decades’ experience delivering tailored, data-driven asset allocation advice and support through a variety of market cycles and economic scenarios, our asset allocation service delivers unique benefits to clients.