24.07.2017
Professional Planner and Zenith released finalists for all categories except Distributor of the Year... View Awards
Head of Research Bronwen Moncrieff provides a research house perspective on the JPMorgan Global Research Enhanced Index Equity Fund.
"InvestBlue appointed Zenith as its preferred research provider in June 2015. We were seeking a specialist within the fund manager research and portfolio construction space. Partnering with Zenith has certainly provided us with the service and results we were looking for. For us, planners highest and best use of their time is meeting with clients and understanding their goals and needs and ultimately developing and executing the best financial plans to meet...
David Stephen Managing Director, Invest Blue, August 2016
Having recently aligned our Dealer Group with Zenith Investment Partners for the provision of our Managed Fund research and Model Portfolio reporting, we have been very impressed with both the quality and professionalism displayed by the Zenith team. With the provision of prompt reporting on our Model Portfolio's and Regular Market Commentary we have been able to add real value to our client proposition. This enhanced reporting together with the regular Zenith Client Releases has meant that we...
Tim Geddes Authorised Representative, Australian Financial Solutions Group, June 2014
Zenith has added significant value to our business since we contracted them. They have helped us streamline our existing investment research processes and improve our model portfolio performance. They’re not only helping us deliver our clients improved risk adjusted returns in these difficult times, but saving our business considerable time and money as well. The Zenith team is knowledgeable and experienced and willing to work to our business requirements. I would recommend Zenith to any adviser...
Craig Thwaites, Securinvest Financial Planners 2012
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