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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Zenith Director David Wright stated, “John’s appointment has resulted from the significant growth in inquires and recognition of our research services and it is important that we are fully resourced with an additional research sales professional to properly service this increased demand.”

Zenith National Sales Manager John Nicoll said, “We are thrilled to have secured the services of someone as respected and experienced in the retail financial services industry as John. John has an excellent knowledge of the adviser market and a proven track record when it comes to understanding a dealer group or boutique adviser’s specific investment research needs and then servicing that requirement to the expected level.”

“We look forward to John being an incremental part of our growing distribution and client services team as we implement a range of new services to match the changing needs of Australia’s financial planning businesses”.

Prior to his seven years at Lonsec, John worked in distribution and client services roles at Invesco and County NatWest.

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