- About Us
- Regulatory Guidelines
- Research Methodology
- Contact Us
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.
Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of general advice. To the extent that any content of this website constitutes advice, it is General Advice (s766B Corporations Act 2001) for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice and obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website is subject to copyright and may not be reproduced without the consent of the copyright owner. This website was prepared in good faith and Zenith accepts no liability, whether direct or indirect, for any errors or omissions. Past performance is not an indication of future performance.