Unlock new opportunities with Zenith's Managed Accounts

Are you looking to harness the performance potential and business efficiencies of a managed account? Then look no further than Zenith Investment Partners. Weve been a leader in multi-asset managed accounts since 2016, offering unparalleled expertise in building and managing quality portfolios, customised to your clients needs.

Here's why Zenith's Customised Managed Accounts stand out
Experience & expertise: Our seasoned team boasts unparalleled expertise in asset allocation, strategy selection, and investment research. We don't just build portfolios; we craft robust solutions designed to weather market fluctuations and deliver favourable long-term outcomes for your clients.

Proactive portfolio management: Our dedicated Portfolio Solutions team vigilantly monitors and rebalances your portfolios, ensuring they remain on track to meet client objectives.

Comprehensive reporting: Gain deep insights to inform client conversations with our comprehensive portfolio dashboard and reporting suite, keeping you informed and empowered to make strategic decisions that align with your client's financial goals.

Seamless integration: Rest assured, your dedicated portfolio consultants and our broader support teams guide you through every step, from initial discussions and setup, platform integration requirements, practice transition and staff training, to ensure a smooth transition for your business and your clients.

Zenith Managed Accounts - the right choice

Let's discuss how Zenith's customised managed account solutions can enhance your practice and meet your clients unique needs.

REQUEST A CONSULTATION

Kind regards,
Glenn Boyes
Head of Sales | Zenith Investment Partners

Zenith Investment Partners (Zenith) (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). General Advice provided by Zenith is limited to Wholesale clients only. This document has been prepared without taking into account the objectives, financial situation or needs of any specific person who may read it, including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any relevant product(s) and is subject to change at any time without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in this document in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any decision. This document is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. The information contained in this document has been prepared in good faith and is believed to be reliable at the time it was prepared, however, no representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. ?Except for any liability which cannot be excluded, Zenith does not accept any liability, whether direct or indirect arising from the use of information contained in this document. Past performance is not an indication of future performance. Full details regarding Zeniths contact details and research processes are available at Fund Research Regulatory Guidelines.

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North Sydney, NSW 2060

Australia

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