Zenith Investment Partners
HQ Address
376-390 Collins Street , Level 22, South at Queen & Collins Tower, Melbourne, VIC 3000, Australia
Website Address
Business introduction
Connect. Inform. Empower
Empowering and supporting the Australian financial services industry to grow and protect the financial wellbeing of investors
Who we are
Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global financial data and technology business FE fundinfo at the end of 2021.
Zenith Investment Partners Solutions
Bespoke Consulting
Bespoke consulting 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. We have a team of seasoned investment consultants who have been with......
business needs
view solutionInvestment Research
Fund research We have a 17-year track record and one of Australia’s largest teams generating proprietary managed funds research. Our funds research package serves three primary functions, as shown below. 1. Ratings for investment actions, with supporting research 2. Reports and documents that increase your workflow productivity 3. Research analysis that increases your investment knowledge It’s a labour-intensive......
business needs
view solutionManaged Accounts
Managed accounts are fast becoming the investment structure of choice for many financial advisers and their clients. When you consider the flexibility, transparency and convenience they offer both advisers and their clients, it’s easy to see why. What are managed accounts and how do they work? The easiest way to think of a......
