Value Proposition
Commitment to Creating Value
We are committed to global best practices and exceptional service you’ll find us a willing and responsive partner every step of the way towards achieving your aspirations.
Market Insight
Market research and intelligence is at the core of our products and service offering. The advice we offer is based on in-depth research, fundamentals insights and expertise.
Client Focused
At Zenith Assets we believe every client is unique, our team is committed to working closely with our clients to develop tailoured investment solutions to meet their needs.
Product, Pricing & Market Expertise
Our team draws on over 50 years of combined local and international experience in asset management to help you develop effective strategies.
Three Sources of Potential Value Added
Strategic Asset Allocation
• Quantitative and fundamental asset class research
• Develop long-term capital market expectations
• Identification of long-term relative opportunities
• 1 to 3 year view
Tactical Asset Allocation
• Quantitative and fundamental asset class research
• Develop long-term capital market expectations
• Identification of long-term relative opportunities
• 1 to 3 year view
Manager & Strategy Research
• Dynamic manager research Identification of potential alpha sources
• Market and manager review and monitoring
Our Investment Advisory Work Process
Create
We draw upon our vast resources – intellectual capital, experience and dedicated personal service to develop a roadmap to help you pursue the outcomes you envision.
Act
Next, we can help you implement your customised strategy, including personalized benefits and services, to ensure your financial needs continue to be met.
Discover
Our relationship begins with a thorough understanding of you - your financial goals, tolerance for risk, and time horizon.
Adjust
Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as life evolves, markets, tax laws shift, and priorities change.