Zenny Bank · Comparison
Compare wealth platforms
Choose by control, guardrails, and how it fits your portfolio.
| Dimensions | Zenny Global Trading Hub Act on your ideas with portfolio-level visibility and guardrails. | Zenny Core Funds Platform Curated unit trusts for diversified core and satellite portfolios. | Zenny LiveFX Desk Active FX platform for cross-border life and investment flows. | Zenny Guided Invest Goal-based investing guided by Zenny CIO views and portfolios. |
|---|---|---|---|---|
Positioning | Execution platform for self-directed equity/ETF trades. | Research-led fund platform for building diversified portfolios. | FX execution and monitoring for clients with meaningful currency exposure. | Digital investing designed for disciplined long-term compounding. |
Control vs guidance | Self-directed execution, with your holdings visible alongside your wider plan. | You choose from a curated shelf—guided by your RM and CIO views when you want it. | Execute directly or work with FX specialists for larger moves. | Guided: choose a goal and risk level; the portfolio is implemented and maintained for you. |
Access & breadth | Key global equity and ETF markets across major exchanges. | Multi-asset, multi-manager exposure without opening multiple external accounts. | Major currency pairs and tools for hedging where appropriate. | Globally diversified portfolios via funds and/or ETFs in one experience. |
Risk & discipline | Position-sizing tools and alerts help keep your “ideas sleeve” within an agreed risk budget. | Model portfolio frameworks and rebalancing guidance keep allocations aligned to your plan. | Exposure monitoring and threshold tools reduce unintended FX risk in your wealth plan. | Automatic rebalancing and periodic reviews help you stay aligned to your risk budget. |
Best used when | You have a core portfolio and want a smaller sleeve for high-conviction ideas. | You want institutional-grade diversification without managing individual stocks. | You have recurring cross-border flows (income, property, education) or global investing. | You want low-effort, disciplined investing backed by CIO research and portfolio hygiene. |
Eligibility | Suitability and trading profile assessment required. | Risk profiling and suitability checks apply. | Knowledge and experience assessments may apply for FX-related activity. | Suitability and minimum investment amounts apply. |
| Action | Start trading | Explore with RM | Start FX session | Start investing |
Investments carry risk. Access and suitability depend on profiling and product availability.
Zenny Global Trading Hub
Act on your ideas with portfolio-level visibility and guardrails.
- Positioning
- Execution platform for self-directed equity/ETF trades.
- Control vs guidance
- Self-directed execution, with your holdings visible alongside your wider plan.
- Access & breadth
- Key global equity and ETF markets across major exchanges.
- Risk & discipline
- Position-sizing tools and alerts help keep your “ideas sleeve” within an agreed risk budget.
- Best used when
- You have a core portfolio and want a smaller sleeve for high-conviction ideas.
- Eligibility
- Suitability and trading profile assessment required.
Zenny Core Funds Platform
Curated unit trusts for diversified core and satellite portfolios.
- Positioning
- Research-led fund platform for building diversified portfolios.
- Control vs guidance
- You choose from a curated shelf—guided by your RM and CIO views when you want it.
- Access & breadth
- Multi-asset, multi-manager exposure without opening multiple external accounts.
- Risk & discipline
- Model portfolio frameworks and rebalancing guidance keep allocations aligned to your plan.
- Best used when
- You want institutional-grade diversification without managing individual stocks.
- Eligibility
- Risk profiling and suitability checks apply.
Zenny LiveFX Desk
Active FX platform for cross-border life and investment flows.
- Positioning
- FX execution and monitoring for clients with meaningful currency exposure.
- Control vs guidance
- Execute directly or work with FX specialists for larger moves.
- Access & breadth
- Major currency pairs and tools for hedging where appropriate.
- Risk & discipline
- Exposure monitoring and threshold tools reduce unintended FX risk in your wealth plan.
- Best used when
- You have recurring cross-border flows (income, property, education) or global investing.
- Eligibility
- Knowledge and experience assessments may apply for FX-related activity.
Zenny Guided Invest
Goal-based investing guided by Zenny CIO views and portfolios.
- Positioning
- Digital investing designed for disciplined long-term compounding.
- Control vs guidance
- Guided: choose a goal and risk level; the portfolio is implemented and maintained for you.
- Access & breadth
- Globally diversified portfolios via funds and/or ETFs in one experience.
- Risk & discipline
- Automatic rebalancing and periodic reviews help you stay aligned to your risk budget.
- Best used when
- You want low-effort, disciplined investing backed by CIO research and portfolio hygiene.
- Eligibility
- Suitability and minimum investment amounts apply.
Investments carry risk. Access and suitability depend on profiling and product availability.