An FE fundinfo Company
Wealth Partners is a long-standing Zenith client with a relationship that spans across 15 years for consulting, investment research and a customised managed account solution.
Discover how our partnership has grown over the years and the benefits Practice Principal, Andrew Heaven, has seen.
Their tailored managed account is built for their practice, which has removed the gap between what advisers recommend in a client review and what’s actually held in the portfolio.
When a holding or manager underperforms expectations, changes can be made quickly with immediate access to the people managing the portfolios.
Zenith’s scale allows negotiation of better terms with underlying fund managers on Wealth Partners’ behalf, which provides a direct cost benefit that’s passed through to clients.
To learn more, submit an enquiry and one of our team members will be in touch with you shortly.