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 with you, we manage investment portfolios to meet the needs of your firm. Whether you’re looking for a range of 5 portfolios or 7, active, passive or a blend, we will deliver a solution to meet your needs.

Whilst we have the discretion to make changes and to rebalance the portfolios as we see fit (whilst keeping in line with the investment mandate), we will meet with you on a regular basis to review and discuss your investment solution, to ensure you’re involved in the ongoing delivery of the solution.

As well as building your investment solution, we will also help you with the onboarding process, supplying guides and materials to help with your client agreement, suitability letters, etc. What’s more, we will also provide you with ongoing materials to use with your clients, such as factsheets, market commentary and portfolio reviews.

We operate under the ‘agent as client’ basis.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.