Zenith founding partner rejoins firm

One of Zenith’s original partners and senior investment consultant Ben Davis will rejoin the firm in May after a 12-month break.

Davis, who returns after stepping away from the firm in early 2023 for personal reasons, has been appointed to a new client-facing role, serving as primary consultant for a number of the group’s customised managed account client businesses.

The role falls under the firm’s portfolio solutions team, with Davis to work alongside investment director and founding partner, David Wright, and head of portfolio solutions, Steven Tang.

Davis was one Zenith’s four founding managing partners, commencing with the business in 2003.

Following Zenith’s acquisition by FE Fundinfo in late 2021, Davis stepped in to head the firm’s product, data, and digital divisions.

Throughout his nearly two decades with the firm, Davis served primarily in investment-focused functions, including as head of research and head of investment consulting, before a shift into more innovation and service development-focused roles in his later years with the organisation.

Zenith managing director Jason Huddy welcomed Davis’ return, noting that his new role will “add additional depth and considerable market experience to the team, and further support the growing adviser demand for Zenith’s managed account solutions”.

“After taking 12 months away from the industry to explore personal interests, Ben’s passion for investing has been rekindled.

“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,” Huddy said.

Commenting on his return to Zenith, Davis said he was “genuinely excited about the growth and evolution of Zenith’s managed account offering over the last 12 months”.

“I’m really looking forward to supporting the portfolio solutions team in delivering its range of portfolios to their diverse and growing client base,” he said.