Zenith Investment Partners

18880
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Zenith Investment Partners
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  • Business Details
  • What we do

Who We Are

For more than two decades, Zenith Investment Partners has been delivering premium investment research and portfolio construction services to the Australian market - services designed for retail financial advisers, by industry experts.

As one of the first multi-asset managed account providers in Australia, Zenith has built a wealth of knowledge in the development and management of both customised and public menu managed accounts for a broad range of clients.

Zenith is distinguished by the quality and stability of its in-house research team which also delivers critical inputs to the ongoing success of its managed portfolios consulting service.

 

Zenith specialises in the provision of managed account portfolios, investment research and consulting solutions to Australian financial advisers.

Zenith’s managed accounts include platform-ready Elite Blends as well as customised portfolios for a growing number of advice practices seeking to differentiate themselves and build a competitive edge.

Zenith’s capabilities in managed accounts are supported by its strong advice partnering culture, long term performance record of its Elite Blends model portfolios, comprehensive reporting and speed to market for advice practices.

Zenith’s research package includes qualitative research, ratings and alerts on over 2,440 managed funds, as well as financial markets and listed equity research.

Zenith Consulting provides tailored solutions to advice practices seeking to differentiate their offering and improve their investment capability.

Clients engage with Zenith to build bespoke approved lists and portfolios, participate in investment committees, customise portfolios and generate tailored reporting.

 

Contact us

Email
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Phone
0414 443 236