Asset Intelligence is an independent consultancy that provides investment research and portfolio management solutions to financial advice firms across the UK. Supporting firms of all sizes, from single advisers through to large networks, we provide a range of services from bespoke research through to portfolio construction and management.

Our solutions are delivered in collaboration with our partners. Starting with a blank canvas, we will work closely with you to build a solution designed specifically to meet the needs of you and your clients.

We’re not like your typical investment firm from the ‘City’, and nor do we want to be. We bring new ideas and a new way of thinking to the world of investments, making sure our partners can stand out from the crowd.

£4.5bn assets under influence
£2.5bn advisory models under consultancy
10 Years experience in the sector
12 professionals in our team
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