The number of financial dealer groups and adviser practices utilising Zenith Investment Partners (Zenith) research facilities and services continues to expand with Wilson HTM the most recent firm to confirm Zenith as their principal external research provider.
Chris Saunders, Wilson HTM Head of Financial Advisory said “We selected Zenith based on the rigour of their research process; marketplace reputation for diligence and service – and most importantly, Zenith’s understanding of Wilson HTM’s unique internal research requirements.”
BDO Wealth Management in Melbourne, and I-Group Financial based in Brisbane and Newcastle, have also recently confirmed Zenith as the provider of their external research.
Furthermore, Melbourne based DFS Portfolio Solutions has appointed Zenith to its Investment Advisory Board to complement its internal investment process.
Commenting on Zenith’s success and client growth John Nicoll, Zenith National Sales Manager, said “There continues to be a significant shift back to the need for tighter, high quality approved product lists based on advice driven support that understands the individual requirements of each adviser group business.”
“The impact of the GFC and a reversion back to risk focussed processes has been beneficial to our business. Fortunately, this has been the model we have always delivered at Zenith, and continue to do so.”
