Zenith Investment Partners
HQ Address
34/360 Collins St, Melbourne VIC 3000, Australia
Website Address
Business introduction
Our mission is simple: we partner with financial advice practices to build their investment capabilities
Zenith Investment Partners (Zenith) is one of Australia's leading investment research providers. The Group is dedicated to the delivery of premium “best of breed” managed fund investment research and portfolio solutions (including managed accounts) for financial advisers, other investment intermediaries, and their clients.
Zenith provides 'advice' based research solutions designed in consultation with each client to match their unique business requirements.
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......
