Zenith Investment Partners has announced two staff appointments as a result of strong growth in its investment research solutions business.
Bronwen Moncrieff appointed General Manager
Bronwen Moncrieff has been promoted to the role of General Manager of the Zenith business and will take on broader general management responsibility across the different divisions of the Zenith business including data support, sales and marketing, IT and other shared office business functions. In her new role Bronwen will retain the Head of Research role, a position she has held for the past 6 years but delegate some of her existing research responsibilities to the Heads of the different asset classes, including: Andrew Yap (Head of Multi Asset & Australian Fixed Income), Quan Nguyen (Head of Equities), Dugald Higgins (Head of Property & Listed Assets) and Rodney Sebire (Head of Alternatives & Global Fixed Interest).
Bronwen joined Zenith in June 2011 as a Senior Investment Analyst, before being promoted to Head of Research in November 2012.
Bronwen has over 23 years’ experience in the global investment industry, and has held senior analyst roles with several firms including the Future Fund, Lonsec and Russell Investments.
Matt Cho appointed Investment Consultant
Matthew Cho has been promoted to Investment Consultant and will be joining the five-member consulting team in July 2018. Matt joined Zenith in 2015 as an Associate Investment Analyst, before being promoted to Investment Analyst in May 2016. Prior to joining Zenith, Matt held research and client-facing roles with a private wealth advisory firm. Matt moves across to the consulting division from July 1 with a full understanding of Zenith’s research process and will retain close links to the research team in servicing managed account and consulting clients.
Promotions reflect Zenith’s growing footprint
Both appointments are a direct result of the continued growth in the take up of Zenith’s managed account and investment consulting services. The increasing interest in managed account portfolio services by advisers is providing an exciting growth avenue for Zenith. Zenith believes its success in this area is as a direct result of the strength of its underlying research, which remains core to its portfolio management services and is a key competitive advantage compared to a number of other investment consultants that have emerged in the market.
Zenith Managing Partner David Wright said “we believe Zenith’s competitive advantage in managed accounts is underpinned by the ability to generate unique insights from our own research team. This provides the infrastructure to build high-performing lower-risk portfolios, as well as exceptional reporting that’s enjoyed by our adviser clients.”