Mr Roebuck has 15 years financial services experience and was most recently a business development manager for AMP/North, where he was responsible for designing and implementing the wealth management sales strategy in the Queensland market.

He holds a Diploma of Financial Services from Kaplan Professional.

Commenting on the appointment, Mr Nicoll said Mr Roebuck’s long history and strong experience in financial services will support the continuing growth in demand for Zenith’s services and enhance the support of our existing Queensland clients.

“Gordon will be responsible for managing the growth in our managed accounts, investment research and asset allocation service offering in Queensland, as well as assisting in developing and implementing our national and state strategies.

“His qualifications and experience will be crucial in increasing awareness of Zenith’s product offering, particularly as we move to the next exciting phase of our journey with FE fundinfo. Our combined offering will provide a compelling, premium service for advisers, fund managers, super funds and institutional clients.

“The new appointment comes at a time of substantial business growth for Zenith and with increased demand from Queensland-based clients, the time was right for a dedicated BDM in the state.”

Mr Roebuck commenced with Zenith on Monday 31 January.

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Mr Garner was most recently a Strategic Account Manager for Colonial First State, where he was focused on growing the platform, funds management and managed account business. Prior to this role, he worked at BT Financial Group as a Business Development Officer.

Mr Nicoll said Mr Garner’s professional history and strong experience in financial services will hold him in good stead as he works to further increase awareness of Zenith’s managed account offering in the industry.

“There has been a significant increase in the interest in and use of managed accounts over the past 18 months and they are fast becoming the investment structure of choice for many financial advisers and their clients.

“Scott’s qualifications and experience will be crucial in ensuring Zenith’s managed account offering is top of mind for those looking for simplified portfolio management that incorporates the best of Zenith’s investment research and insights.”

Zenith’s customised and public menu managed accounts are available across a range of platforms including HUB24, Netwealth, AMP MyNorth, BT Panorama, Colonial First Wrap, Powerwrap and Macquarie Wrap.

Mr Garner has a Bachelor of Applied Finance from the University of Western Sydney. He commenced working with Zenith on Monday 25 October 2021.

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Based in Sydney, Mr Curnow will report to head of sales, John Nicoll, who said the appointment reflects strong demand from existing and prospective adviser clients in these areas.

“In the past year, Zenith has seen a notable increase in an adviser’s investable universe, and a dramatic increase in the use of managed account structures to access these options.

“James’ appointment reflects our strong commitment to expanding our services to a growing client base in NSW and the ACT.”

In announcing the appointment, Mr Nicoll cited Mr Curnow’s strong understanding of advisers’ portfolio construction and managed account requirements, and the tools they are using to deliver optimal investment outcomes for clients.

Mr Curnow was most recently a business development manager for BlackRock where he was responsible for the growth of its managed account services to the NSW advice market

He holds a Bachelor of Business from the University of Technology Sydney, a Diploma of Financial Planning from the Monarch Institute and is also RG146-qualified through Kaplan Australia.

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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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David has extensive experience in both funds management and investment research. He was previously Chief Executive Officer and Founding Partner of Concise Asset Management, a Melbourne-based Australian equity fund manager. Over nine years his primary focus was on relationship management across institutional and retail channels, including dealer groups, family offices, researchers and platforms. Prior to Concise, David spent 5 years as a Director of Sales and Marketing at UBS Global Asset Management, where he was responsible for all wholesale managed investment sales in southern Australian states. David’s experience also includes research roles at both InvestorWeb and Lonsdale Securities.

David Smythe said “We are delighted to have David join Zenith at a time of significant growth and opportunity for the business, particularly in the managed accounts space. David brings a unique skill set to our sales team on top of his relationship experience, that includes a successful track record running a fund manager and first-hand understanding of the research landscape. David will add significant firepower to our advice-based relationship approach with dealer groups.”

David joins at a time of significant evolution in Zenith’s business model, with the business broadening its capability to include managed accounts, on top of its existing research and consulting services. The research house has increased resources in sales, marketing and IT to position itself for growth in a rapidly increasing market segment.

“Advice groups are seeking time-saving solutions that can also offer their clients performance, transparency and robust compliance. Our managed accounts tick these boxes, and are a natural extension and fit with a research business such as Zenith.”

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John Nicoll

Zenith Investment Partners (Zenith) has announced the release of its new look website that has been designed to help advisers accurately assess whether Zenith is the most suitable external research support for their business.

The new website has been significantly redeveloped to enhance Zenith’s information offering to advisers and one of the new features is the introduction of Zenith TV to provide brief, concise summaries of the key takeouts from sector reviews, portfolio construction ideas and responses to general adviser queries.

, Zenith National Sales Manager said, “In the RG79 guidelines for research houses released last year, ASIC made it very clear what the expectations are of research houses and the type of information they expect to be publicly available.”

“They (ASIC) want advisers to be able to fully understand the service offering of research houses, the depth and quality of research that is actually undertaken, business models, breadth of coverage, percentage of funds receiving positive ratings, and an ongoing history of those ratings.”

“Zenith has made all of this information available on its website so that our advisers know how the organisation operates, why we operate that way, where Zenith’s services can help them, and those areas that it can’t.”

“Zenith is constantly evolving its marketplace offering to ensure we deliver the best possible outcome to our clients all the time.”

Nicoll concluded by inviting the adviser community to take a few moments to visit the Zenith website and contact Zenith if they have any further questions.

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