Since the acquisition of the broader Zenith business by FE fundinfo at the end of 2021, the day-to-day operations of the business have scaled enormously, including the product and service offering we deliver to our clients around the country.

As you know, part of this acquisition involved a change of responsibility for me, moving into the Australian CEO role. This has been a fantastic opportunity for me personally but also one that has changed the nature of my working day, particularly my client-facing responsibilities.

After much consideration and reflection, I’ve made the decision to step down from the CEO role, transitioning to the newly created role of Investment Director by the end of this year.

As part of the leadership transition, I’m pleased to announce that our current COO, Jason Huddy, will move into the vacated CEO role. I believe that the business requires an experienced, strategic leader and now is the time to ‘pass the baton’ to Jason. Given his four-year tenure with the business and strong understanding of Zenith’s operations and client base, I’m confident our clients and staff will be in good hands under his leadership.

I will remain on the local Board and Executive team which to that end, remains unchanged.

I’m genuinely looking forward to remaining with the business and using my extensive fund research and portfolio management experience to support the portfolio solutions, research and sales teams in delivering on their important client service responsibilities.

While this was not an easy decision for me, I truly believe that it’s the right one for Zenith, a business that I have been so intimately involved in building over the last two decades. I’m very proud of our collective achievements over that time and remain confident that under the changed leadership structure, the business has a strong foundation on which to deliver its high-quality product and service offering to clients, in line with its vision to be a single supplier of leading fund research, data, and investments to the Australian financial services industry.

Thank you for your ongoing support, some of you over many years, and I’m genuinely looking forward to working with our clients more closely as part of my new role, and working with Jason and the broader leadership team to continue to build on what we’ve created over the last 20 years.

Kind regards,