Fifteen Year Anniversary

Zenith's fifteen year anniversary.


Zenith celebrates 15 years and looks forward with an exciting set of adviser solutions


Fifteen years ago, in a quiet café in Melbourne's Albert Park, David Wright and David Smythe mapped out a business plan to launch a new funds research business that would fill an emerging gap in the advice market.

In an increasingly crowded fund research space dominated by five key players, their fledgling business Zenith Investment Partners (Zenith) would focus on providing portfolio solutions, investment committee services and advice based on a highly refined list of the best rated funds.

Managing Partner David Wright said "Our goal was to arm advice practices with the best investment regime possible, to help build their own business footprints while delivering to their clients a robust investment solution that is comprehensive, best practice, compliance orientated and performance measured."

Over fifteen years, Zenith’s focus on research, advice and portfolio solutions has been its defining characteristic. And while several research businesses have since exited the market, Zenith has continued to grow its client base and build on its core principal through broader research coverage, development of "best of breed" model portfolios (Elite Blends), customised portfolio solutions for clients and more recently Managed Accounts (Elite Blends and tailored).

Managing Partner David Smythe said "We're proud of our achievements over 15 years, the team we have built and the quality of the partnerships we have developed. Going forward we believe we have one of the most exciting value propositions to offer advisers particularly in the areas of portfolio solutions and managed accounts and the associated portfolio reporting for advisers clients."

Zenith now employs 35 staff with four directors David Wright, David Smythe, Ben Davis and Glen Franklin. Zenith is the most consistently awarded funds research house in Australia, winning Money Management's Research House of the Year three years straight in 2014, 2015 and 2016.



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