Zenith Investment Partners confirmed today that it has completed the acquisition of the Chant West superannuation and consultancy business from ASX listed company Chant West Holding Ltd, (ASX: CWL).

David Wright, CEO of Zenith commented, “We’re very pleased to complete our acquisition of the Chant West super and consultancy business and to welcome the Chant West team and client capabilities into the Zenith business.”

Wright added, “whilst there has been a recent delay to completion, we have retained our high confidence in the Chant West team, in the client commitment of the business and in its dedication to improving and expanding its service delivery to clients. We share that dedication and look forward to building on the opportunities that our combined group can deliver to clients and staff."

With extensive expertise across the managed funds, managed accounts, superannuation and pension sectors, the combined business will have an expanded suite of services and tools to better serve the information requirements of Australia’s personal wealth industry.

The group employs 70 staff across offices in both Sydney and Melbourne, enabling the business to be closer to more of its clients which includes a number of Australia’s largest super, pension and advice companies, along with many smaller, boutique providers located across the country. Further, it has long-established relationships with the majority of funds management firms offering investment products to local investors.

Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.