Tailored portfolios to suit your business

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 offfering 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.

Our customised managed accounts:

  • 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.

Our team

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:

  • monitoring risk: identifying potential areas to address at a Fund and portfolio level through our institutional grade risk reporting
  • portfolio maintenance: managing operational requirements including managed account implementation, PDS review and rebate administration, and
  • governance: satisfying platform regulatory requirements at initial portfolio launch and on an ongoing basis.

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.

 

Steven Tang

Head of Portfolio Solutions

David Wright

Investment Director

Damien Hennessy

Head of Asset Allocation

Ben Davis

Senior Investment Consultant

Why choose a Zenith customised managed account?


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.

Tools & insights

Zenith Mosaic

With Mosaic, you can monitor  portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.

Q2 2024 Market Update

Inflation is one of the most important and debated topics for investors in 2024 and although it dropped faster than expected last year, it’s now proving sticky. This has significant implications for asset prices, monetary policy, and portfolio construction. 

Find out more

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.