Asset Intelligence

HQ Address

340 Melton Road, Leicester, LE4 7SL, United Kingdom

Website Address

www.asset-intelligence.com/

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Business introduction

Our team of experts will use their knowledge and experience to build and maintain your investment solutions

Powered by investment experts

Formed in 2009, Asset Intelligence Research was initially created to help IFA firms and wealth managers who required the support of an investment department but didn’t have the resources to build their own team. From those humble beginnings, Asset Intelligence Research has since grown into one of the most successful and respected independent investment consultancy firms in the UK, with over £4.5 billion of client assets under advice.

Key to our growth has been our approach. We pride ourselves on our independence and integrity. We are 100% unbiased and do not work on either a contracted or consultancy basis with any providers (fund management groups, platforms, insurance companies etc) and thus do not accept any money from fund providers.

And talking about independence, being located centrally (Leicester) ensures our thoughts and outlook remain independent of the dated ‘London city old boy’s network’. It also helps to keep us free from geographical bias.

Asset Intelligence Solutions

Investment Research

Intended for professional clients only. We appreciate that every firm has different requirements, that’s why we tailor our solutions to fit your needs. If you’re looking for research in the investment space, we can provide a number of different research reports, including: Fund panels Exchange traded product panels Model portfolio reviews DFM reviews GFP reviews Absolute return......

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Portfolio Management

Intended for professional clients only. Asset Intelligence Portfolio Management is the side of our business that offers discretionary fund management. We build our portfolio solutions by collaborating with you, ensuring that we utilise our individual strengths. In fact, our philosophy is: Built by Financial Advisers. Powered by Investment Experts. Delivered for clients. In collaboration......

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