Zen Assets is a London-based, FCA-regulated investment firm providing independent investment advice, investment management and asset financing services to high net worth individuals and selected institutional clients. Zen Assets is focused on building the next generation of technology enabled services that take advantage of new innovations and disruptive trends in the financial services space.
We are an experienced, world class team of passionate individuals who believe in earning our clients' trust through transparency, action and results. Expertise-driven and technology-led, Zen Assets consistently delivers outcomes that exceed expectation and set new benchmarks for both service and performance.
We are building a next generation financial services company by leveraging our extensive in-house investment expertise and proven technology capabilities. As we build the future, we are constantly looking for business partners and clients wishing to capitalise on the most recent advancements in FinTech, robo-advice, digital and data capabilities.
- Multi-asset class investment advice and portfolio management
- Portfolio analysis and optimisation
- Investment management
- Tax planning
- Consolidated reporting
- Audits and performance reviews against plans and agreed industry benchmarks
- Coordinating banks and other financial intermediaries
- Performing independent reviews of existing arrangements and tax structures
- Eliminating inefficiencies and optimising performance
- Streamlining processes and reporting
- Removing the management burden
- Usage review and optimisation of real estate, aviation and marine assets
- Asset financing and tax optimisation
Project Financing and Deal Structuring
- Sourcing and structuring