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.

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.