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Investment

Zenith snags mandate from Granite Bay

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive fund ratings and analysis, up-to-date market insights and sector commentary, and tools to align product selection and regulatory obligations.

"This is an acknowledgement of our market-leading investment research offering, the extensive specialist experience of our research team, and our breadth of coverage across a diverse range of sectors, including alternatives and other complex products," Zenith said in a statement.

"We're looking forward to working closely with the Granite Bay team and providing deep insights to help inform significant wealth decisions for their clients."

Meanwhile, Granite Bay also welcomed a new investment adviser this month, based in its Brisbane office.

Axel Raftos was the senior relationship manager at EWM Group in the past year, bringing a decade of experience across high-net-worth investment advice, stock brokerage, and legal from Westpac, Morgans Financial, Wilsons Advisory, and more.

"Axel brings extensive experience across wealth management, private banking and stockbroking, advising high-net-worth individuals, enterprises and multi-generational families," Granite Bay said.

"Known for his disciplined, client-first approach, Axel combines strong market insight with tailored, practical advice to support clients across long-term wealth creation, preservation and intergenerational objectives."

Read more: Granite Bay Private WealthZenith Investment PartnersAxel RaftosEWM GroupMorgans FinancialWestpacWilsons Advisory