An FE fundinfo Company
As one of the first multi-asset managed account providers in Australia, our team has built a wealth of knowledge and experience in the development and management of diversified managed account portfolios. This experience and expertise powers the design and delivery of our customised portfolios.
Our customised managed accounts are designed to match the unique requirements of your advice business and its clients. A growing part of our offering is creating bespoke responsible investment (RI) portfolios that incorporate a range of RI principles, which aim to reduce exposure to harmful industries while focussing on selecting funds which demonstrate a robust approach to incorporating ESG.
Whatever your requirements, a Zenith customised managed account can meet your needs.
allow you to move your existing model portfolios into a managed account structure or construct a new suite of portfolios
mean we take the time to understand your unique requirements and tailor a managed account solution that suits your specific business and client needs, and
give you access to our dedicated team of managed account specialists who guide you through the entire process, ensuring a seamless transition, integration and ongoing portfolio management.
Leading the portfolio team for our managed accounts is highly experienced investment professional Steven Tang. He oversees customised portfolio implementation, assisted by members of our portfolio support, data and administration teams.
Given the continued growth and scale of our managed accounts offering, we've established a dedicated Investment Risk and Governance function which is responsible for all activities related to managed account risk analysis and operations. The focus of the team is:
This function provides our clients with the peace of mind that portfolio risks are reviewed regularly, and governance and regulatory requirements are being monitored by a focused, experienced team, which ultimately delivers more efficient portfolio management to our clients.
BPharm, GDipAppFinInv (FINSIA), CFA, CAIA
Steven leads Zenith’s Consulting team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith’s research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.
Steven is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
BBus (Ec&Fin), CAIA
Ben Davis, a founding partner at Zenith, brings a wealth of experience in investment consulting and research to his role. Over the years, he has been instrumental in shaping the direction of Zenith, having led both the investment consulting and research divisions and the development of Mosaic, our online research platform. Ben is deeply involved in managing our Portfolio Solution clients and serves as a key member of the Zenith Investment Committee, where his expertise guides the management of Zenith’s managed account programs.
In 2024, following a rejuvenating 12-month sabbatical, Ben returned to Zenith, assuming the role of Senior Investment Consultant within the Portfolio Solutions team. His return marks a renewed commitment to providing exceptional service and strategic insights to Zenith’s clients.
Ben's professional achievements include obtaining both the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.
Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Enjoy consistently monitored portfolio performance and rebalancing.
Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.
Benefit from access to our flagship research and portfolio insights platform, Mosaic, including our fund research, Portfolio Builder and Analyse tools.
Learn more about our Customised Portfolio solution, designed to be tailored to your business and client needs
With Mosaic, you can monitor portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
For more information about our managed account solutions, please submit an enquiry and one of our team members will be in touch with you shortly.