Adviser Ratings and Zenith appoint senior hires

Adviser Ratings rainmaker information research houses hires Zenith Investment partners Zenith

10 April 2024
| By Jasmine Siljic |
image
image
expand image

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant.

Andrew Page will commence as product director at Adviser Ratings on 5 July 2024. He will be responsible for the evolution of current service and product offerings as well as the development of new solutions.

Prior to his appointment, Page was an executive director at Rainmaker Group and the founder and chief executive of Data Management and Integrity (DMI) Systems within the Rainmaker network since 2012.

His 12 years spent at the firm saw the growth of solutions, enhancing how asset managers engaged with fund flows from financial advisers.

Angus Woods, Adviser Ratings’ managing director, said the appointment marks a “significant milestone” for the business as it continues to provide critical solutions in support of the advice community.

“We are thrilled to have Andrew join our team,” he commented. “His deep industry knowledge and innovative mindset are exactly what Adviser Ratings needs to deliver on our ambitious growth plans. Andrew’s ability to transform complex data into actionable insights will be invaluable to our mission of enhancing the wealth management ecosystem.”

Woods added: “Andrew’s addition to the Adviser Ratings team adds significant depth, strengthening our ability to equip our clients with the essential knowledge needed across the advice, superannuation, funds management and life insurance sectors.”

Reflecting on his new position, Page expressed his eagerness to contribute to the company’s future growth plans and product expansion.

“Adviser Ratings is at the forefront of changing the way information is accessed and utilised within the wealth community, driving better outcomes for the advice industry amid its evolving landscape,” he said.

Zenith partner returns

Meanwhile, Zenith announced the return of Ben Davis, one of its original partners and senior investment consultant.

After taking 12 months away from the industry to explore personal interests, Davis will commence in his new role as a primary consultant for a number of the group’s customised managed account client businesses on 1 May 2024.

He will work in the portfolio solutions team alongside David Wright, investment director and founding partner, as well as Steven Tang, head of portfolio solutions.

“For nearly 20 years, Ben was a respected leader with Zenith and an important contributor to our service delivery to advisers. He is well known to many of our clients and we are pleased to welcome him back,” said Jason Huddy, Zenith managing director.

Commenting on his return, Davis said: “I’m genuinely excited about the growth and evolution of Zenith’s managed account offering over the last 12 months, so it’s a really interesting time to be joining the team. I’m really looking forward to supporting the portfolio solutions team in delivering its range of portfolios to their diverse and growing client base.”

The incoming primary consultant first joined Zenith as an equity owner in 2003 and was one of the four managing partners. Davis progressed into several senior investment roles following FE fundinfo’s acquisition of Zenith and played a core role in developing the online Zenith Mosaic investment research and consulting platform.

Read more about:

AUTHOR

Add new comment

The content of this field is kept private and will not be shown publicly.
 

Recommended for you

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

17 hours ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

19 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

20 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND