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Salt Financial Group partnered with Zenith Investment Partners to allow their advice business to grow with ease and alleviate key person risk. Hear from Managing Director and Financial Adviser Steve Landers as to how adopting a customised managed account created room for growth.
With the active rebalancing and additional investment perspectives, Salt Financials’ Investment Committee meets with the Zenith team every quarter to discuss portfolio positioning.
Salt Financial clients previously received only two portfolio reviews a year, but clients are now informed when changes are made and why.
Previously, portfolio changes meant writing large numbers of individual Records of Advice, but now advisers can act on market movements at scale in a more efficient way.
To learn more, submit an enquiry and one of our team members will be in touch with you shortly.