Colonial first state joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fee

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Australian wealth management group Colonial First State (CFS) has announced an agreement with three of Australia’s leading research consultants to offer financial advisers and their clients a highly efficient way to access professionally constructed managed account portfolios – with no extra research or portfolio construction costs. The new arrangements have been developed in response to

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Zenith managed account client base continues to surge as adviser demand grows in the wake of COVID-19

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Zenith Investment Partners has launched four new managed portfolio clients on the MyNorth platform and a new client on Macquarie Wrap, furthering the growth of its customised managed account client base amidst increasing adviser demand for managed accounts. Steven Tang, head of consulting at Zenith, said there has been a significant increase in the interest

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Zenith announces ‘service first’ with MSCI BarraOne

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Zenith Investment Partners has announced the roll-out of the MSCI BarraOne portfolio tool within its consulting business, further enhancing the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients. Typically the domain of institutional investors, the MSCI BarraOne is a research-driven analytical platform that provides users with integrated

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New hires to support client take-up of Zenith’s managed account services

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Leading investment research and consulting house Zenith Investment Partners has made three key hires within its consulting team, supporting the growth of its managed accounts suite and expanding its service delivery for a growing pipeline of clients. Shailesh Jain joins Zenith as a Senior Investment Consultant and will be primarily responsible for a number of

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Fixed income managers will need to expand toolkit, says Zenith

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Several Fixed Income Managers will need to expand their current investment toolkit going forward according to Steven Tang, Senior Investment Analyst at Zenith investment Partners according to their 2014 Australian Fixed Income Sector review released last week. Tang noted “one relatively simple and key way for active managers in the sector to outperform over recent

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