An FE fundinfo Company
As one of the first multi-asset managed account providers in Australia, our team has built a wealth of knowledge and experience in the development and management of diversified actively managed portfolios. This experience and expertise powers the design and delivery of our customised managed portfolios.
Our customised managed accounts are designed to match the unique requirements of your advice business and its clients. A growing part of our offering is creating bespoke responsible investment (RI) portfolios that incorporate a range of RI principles, which aim to reduce exposure to harmful industries while focussing on selecting funds which demonstrate a robust approach to incorporating ESG.
Whatever your requirements, a Zenith customised managed account can meet your needs.
allow you to move your existing model portfolios into a managed account structure or construct a new suite of portfolios
mean we take the time to understand your unique requirements and tailor a managed account solution that suits your specific business and client needs, and
give you access to our dedicated team of managed account specialists who guide you through the entire process, ensuring a seamless transition, integration and ongoing portfolio management.
Our portfolios are constructed and managed by the Portfolio Solutions team, which consists of investment professionals with extensive portfolio management experience. The team works closely with our Asset Allocation, Risk and Governance and Administration teams, ensuring you receive a comprehensive and robust solution that meets your needs.
We offer the following:
Our team ensures that portfolio risks are regularly reviewed, and that governance and regulatory requirements are continuously monitored by a focused, experienced team, giving you peace of mind.
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and members of the Investment Committee member and Conference Fund Manager Selection Committee for ASX-listed Hearts & Minds Investments (ASX: HM1) and a former member of the Qantas Superannuation Investment Committee
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 40 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
MAppFin, BCom (Acc&Fin), BEc & Associate AICD
Andrew is the Deputy Head of Portfolio Solutions. Prior to this, Andrew was the Head of Multi Asset & Australian Fixed Income of Zenith's Investment Research team. In this role he managed multi-asset, real return and Australian fixed income research for the business and has in-depth knowledge across a broad range of asset classes. With over 20 years’ industry experience spanning research, consulting, financial advice, audit and management accounting, Andrew brings a wealth of knowledge and experience to the role.
Previously, Andrew was Associate Director and Head of Multi-Asset in Standard and Poor’s Funds Management Research Division, where his responsibilities included equities and fixed interest. Previous positions include Consultant, PPB Advisory and Senior Research Manager, Pitcher Partners.
Andrew also contributes time as an Industry Fellow and Lecturer at Monash University and is Director with one of Melbourne’s leading independent schools.
Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Enjoy consistently monitored portfolio performance and rebalancing.
Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.
Benefit from access to our flagship research and portfolio insights platform, Mosaic, including our fund research, Portfolio Builder and Analyse tools.
Learn more about our Customised Portfolio solution, designed to be tailored to your business and client needs
With Mosaic, you can monitor portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
For more information about our managed account solutions, please submit an enquiry and one of our team members will be in touch with you shortly.