Glenn Boyes

Zenith Investment Partners has continued to grow its managed account footprint with the addition of its Dynamic ETF portfolios to HUB24’s new Discover offer, and its Essentials portfolios to Macquarie Wrap.

Available via HUB24 Discover, Zenith’s Dynamic ETF portfolios incorporate a broad range of ETF exposures using a proprietary dynamic asset allocation overlay to maximise market opportunities.

The portfolios offer advisers and their clients an efficient way to access a range of investments such as equities, cash, bonds and commodities through the one investment vehicle. 

Zenith head of sales, Glenn Boyes, says the addition of the Essentials portfolios to Macquarie Wrap is another step in Zenith’s expanding platform presence.

Designed for the more cost-conscious investor, the Essentials portfolios leverage Zenith’s strong internal capabilities in asset allocation, strategy selection and manager selection, investing in a combination of actively managed funds in addition to some lower-cost options.

“We’re really pleased with the continuing growth in popularity and availability of Zenith’s managed accounts, which is testament to the quality of our internal capabilities in portfolio construction, asset allocation, and fund manager research and selection,” he says.

“Working with high-quality platform providers like HUB24 and Macquarie Wrap ensures our public menu managed account offering is widely available to financial advisers and includes a variety of portfolios able to meet the diverse needs of investors.

“As one of the first multi-asset managed account providers in Australia, we’ve witnessed the continuing growth in popularity of managed accounts, as advisers have embraced the efficiency benefits of the structure for both their own business and their clients.”

Zenith manages nearly $5 billion in client assets across both public menu and customised managed account portfolios, which has been driven by inflows from both its public menu managed accounts and growing cohort of customised portfolio clients.

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