Public Menu Managed Accounts


Our managed account offering

Elite Blends

Our premium portfolio suite leveraging our best insights into investment markets and our strength in manager selection.

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Essentials

Our cost-aware portfolios providing exposure to a diversified range of quality active fund managers, while reducing overall cost.

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Why Zenith?

Our services are designed for financial advisers, by industry experts, meaning we understand the evolving needs of advisers and the demands of running an advice business.

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.  

With a Zenith managed account, you can look forward to:

  • support and guidance through the entire process

  • access to our comprehensive portfolio dashboards and best-of-breed reporting via Zenith Mosaic 
  • constant and considered monitoring and rebalancing of your portfolios, and

  • personalised, tailored engagement through Quarterly Investment Committee meetings.

To better understand how Zenith’s managed accounts can deliver greater flexibility, transparency and convenience for your business, contact our team today.

Our public menu managed accounts are available on leading platforms

Platform

Elite Blends

Essentials

HUB24

Netwealth

AMP MyNorth

BT Panorama

Colonial First State

 

Contact a member of our Business Development Team to learn how Zenith’s public menu solutions can work for your business.

John Nicoll
Head of Sales
Scott Garner
Senior Business Development Manager - NSW, ACT, QLD, NT
Ross Cassidy
Business Development Manager - VIC, SA, WA, TAS
Berit Deagan
Business Development Manager - Currently on parental leave
James Curnow
Business Development Manager - NSW, ACT, QLD, NT

Industry Leading Reporting

When you invest in a Zenith managed account, we will provide you with access to the portfolio section of Zenith Mosaic, our online adviser portal. Here you will see:

  • in-depth monthly and quarterly portfolio reports for you and your clients,
  • detailed information on the portfolio including returns, underlying funds and stock holdings, product assessment reports and fund profiles of all underlying funds.

Our reporting is industry-leading and provides you with the transparency you and your clients expect.

 

Paper Portfolios

Our Elite Blends paper portfolios are available via an online subscription (platinum level) for Advisers who wish to manage their own portfolios. They are available in 5 risk profiles.

 

 

Contact us

(03) 9642 3320

Monday - Friday
8:30am - 5:30pm AEST

info@zenithpartners.com.au

Get in touch

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