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Zenith Customised Managed Accounts

Discover how Zenith builds customised managed accounts that reflect your investment philosophy, support your clients’ goals and drive long-term success.

As one of the first multi-asset managed account providers in Australia, our team has built a wealth of knowledge and experience in the development and management of diversified actively managed portfolios. This experience and expertise powers the design and delivery of our customised managed portfolios.

Hear from the highly experienced team that construct, manage and monitor our portfolios, covering everything from in-house investment research and asset allocation to portfolio design and governance.

A tailored solution, delivered with discipline

We partner with advice businesses to:

  • transition existing model portfolios into a managed account structure, or
  • create a bespoke portfolio designed from the ground up.

Our approach is flexible but grounded in disciplined, evidence-based investment frameworks, ensuring your clients benefit from high-quality investment outcomes, while your practice benefits from a more scalable service offering, operational efficiencies and a reduced compliance burden.

What sets Zenith apart?


In-house investment research

We don’t outsource - our internal research team of over 20 investment analysts provides insights and qualitative ratings across 1,000+ strategies.


Disciplined asset allocation

Informed by macroeconomic trends and market signals, our forward-looking views shape resilient, well-diversified portfolios.


Integrated portfolio construction

Our investment research, asset allocation and portfolio solutions teams work together to ensure each portfolio is tailored, robust and aligned.


Ongoing oversight & support

We provide ongoing portfolio updates, transparent reporting, and client-ready commentary and portfolio insights.

Built for your philosophy. Aligned to your clients. 
Managed by Zenith.

Our customised managed accounts service includes:

  • portfolio construction: the construction of a portfolio that aligns with your investment philosophy, client requirements and risk tolerances
  • portfolio maintenance: managing operational requirements, including managed account implementation, PDS review and rebate administration
  • risk monitoring: identifying potential areas to address at both fund and portfolio levels through institutional-grade risk reporting
  • governance: meeting platform regulatory requirements both at portfolio launch and on an ongoing basis, and
  • client communications: providing regular updates on market movements and portfolio performance, which you can share directly with clients to keep them informed.

Our team ensures that portfolio risks are regularly reviewed, and that governance and regulatory requirements are continuously monitored by a focused, experienced team, giving you and your clients peace of mind.

Find out more

For more information about our customised managed account solution, please submit an enquiry and one of our team members will be in touch with you shortly.