Zen Assets offers three key benefits: investors can earn an additional 40% in net-of-fee returns over a 10-year investment period when compared to a traditional wealth management; clients’ Investor Personality is studied in detail and matched with one of 11 tailored portfolios; minimum investment is £10, 000, making private wealth management available to approximately one million professionals in the UK.
Firm’s approach allows clients to study in detail how similar portfolios would have performed in the past and create virtual portfolios which they can monitor until they feel confident enough to invest real money.