| Are you looking to harness the performance potential and business efficiencies of a managed account? Then look no further than Zenith Investment Partners. Weve been a leader in multi-asset managed accounts since 2016, offering unparalleled expertise in building and managing quality portfolios, customised to your clients needs.
Here's why Zenith's Customised Managed Accounts stand out
Experience & expertise: Our seasoned team boasts unparalleled expertise in asset allocation, strategy selection, and investment research. We don't just build portfolios; we craft robust solutions designed to weather market fluctuations and deliver favourable long-term outcomes for your clients.
Proactive portfolio management: Our dedicated Portfolio Solutions team vigilantly monitors and rebalances your portfolios, ensuring they remain on track to meet client objectives.
Comprehensive reporting: Gain deep insights to inform client conversations with our comprehensive portfolio dashboard and reporting suite, keeping you informed and empowered to make strategic decisions that align with your client's financial goals.
Seamless integration: Rest assured, your dedicated portfolio consultants and our broader support teams guide you through every step, from initial discussions and setup, platform integration requirements, practice transition and staff training, to ensure a smooth transition for your business and your clients. | 