An FE fundinfo Company
EJM partnered with Zenith Investment Partners to implement a customised managed accounts, providing a tailored solution that aligned with their investment philosophy and client objectives. This partnership allowed EJM to outsource its investment committee while maintaining adviser oversight, ensuring better client outcomes and greater operational efficiency.
Managed accounts reduced the need for manual processes, allowing advisers to see more clients and freeing up back-office staff to focus on growth initiatives.
With Zenith managing the investments, advisers and clients had greater understanding of their investments and portfolios, and decisions were executed more quickly
The efficiency gain from the managed account solution allowed EJM to scale their business without significantly increasing staff, whilst supporting their growth via acquisitions.
By partnering with Zenith, EJM ensured that all clients receive consistent, high-quality investment advice, enhancing trust and satisfaction within their client base.
To learn more, submit an enquiry and one of our team members will be in touch with you shortly.