Zenith grows team, signals further growth ambitions


Leading investment research and consulting firm, Zenith Investment Partners is preparing for further growth opportunities with the appointment of Jason Huddy to the newly created role of Chief Operating Officer.

The role oversees Zenith’s team, with responsibility for operational, change and process efficiency across the business.

Beginning his career with National Mutual in 1989, Huddy moved to Macquarie in 1994 where he held senior business development and general management roles across its Investment Management, Professional Series and Wrap platform businesses, including time spent establishing the group’s financial services operation in NZ and the UK. Leaving Macquarie in 2011, Huddy subsequently held senior roles within NAB’s debt markets and asset management businesses before most recently being Executive Director at boutique fund manager, ARCO Investment Management.

David Wright, Zenith’s Chief Executive Officer welcomed Jason to the Zenith team.

“We’re long-term believers in the value of financial advice and quality investment management. As such, we’re committed to further expanding our service offering to advisers and are very pleased to have secured a person of Jason’s calibre and broad industry experience to support our team and business on this path,” said Wright.

“2019 was an extremely busy and rewarding year for Zenith. In addition to further investing in our research and consulting services, we grew our range of both customised and public menu managed accounts for advisers on a number of leading platforms and expanded into the New Zealand market through the purchase of FundSource. We concluded the year by formalising our strategic partnership with Five V Capital to further support our growth plans.”

Zenith’s business development team has also been further strengthened with the appointment of Ross Cassidy and Berit Deagan to Business Development Manager roles, along with Rachael Powell as the group’s Marketing Communications Manager.

Commenting on these appointments, Zenith’s Head of Sales John Nicoll said “we continue to see opportunities to better support advisers across the country as they adopt managed account solutions for their clients and seek to partner with an established service provider to do so. Ross, Berit and Rachael bring strong investment, communication and relationship management skills to our team to help us deliver this.”

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