Our investment philosophy: ‘best of breed’  

“adj. Surpassing all others in excellence, achievement, or quality, most highly skilled, most excellent.”

Zest Wealth’s investment methodology is built on the premise that a ‘set and forget’ strategy will not lead to the best possible performance outcomes for you. This strategy, whereby portfolios are structured according to an asset allocation target and are then left to move up (and down) over time with little or no adjustment can be favourable when markets are on a constant growth trajectory: year after year after year…

But as we know this is hardly a reasonable (or likely) assumption about markets: just ask every investor who has ridden the highs of 2007 to the lows of early 2009 and along the volatile road ever since. What is certain is that markets might go up, they might track sideways and they might even go down. Our role at Zest Wealth is to construct and manage your portfolio to ensure it is well placed to perform to achieve a risk-adjusted return in line with your expectations; irrespective of what stage we’re at in the economic cycle.

Our ‘best of breed’ philosophy aims to ensure that your portfolio is made up of the very best investment solutions across each and every asset class. We constantly review and assess your portfolio in conjunction with the economic climate to ensure your wealth is divided practically across each sector but also that the products and managers within each sector are ‘best of breed’.



Wealth is a journey, not a destination.