Driven by advances in technology, evolving investor needs and innovation in administrative systems, managed accounts can deliver higher performance potential, stronger compliance and substantial administrative efficiencies to financial advisers and their clients. We have three distinct managed account offerings to help simplify your client portfolio management.
Our investment philosophy is anchored in the belief that quality active management will outperform broad markets over time, while mitigating risk. It’s this belief that continues to provide the basis for how we manage portfolios today.
Powered by market-leading investment research and extensive specialist knowledge from our dedicated and stable in-house research team.
Managed by our highly experienced consulting team with an in-depth understanding of the needs of Australian financial advisers and their clients.
Access to comprehensive portfolio dashboards and our best-of-breed reporting suite to support more constructive client conversations.
Underpinned by continual, considered portfolio monitoring and rebalancing including quarterly investment committee meetings.
As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge on the development and management of these investment structures. Learn more about the benefits a Zenith managed account can offer you in this short video.