Founded in 2009

Our experienced team manages investment portfolios through robust research, careful judgement and long-term discipline.

Asset Intelligence is an investment management and research firm.

Founded in 2009, our experienced team manages investment portfolios through robust research, careful judgement and long-term discipline.

We do the

so you don't have to.

Built to perform.
Even when life takes you and your clients elsewhere.

Our latest insights

Our investment approach

We are guided not by fashion, but by enduring truths about how markets tick.

In doing this, we are driven by our three principles:

Global

We scour a breadth of investments from all around the world to access the fullest possible opportunities.

Diversified

We don't put all our eggs in one basket.

In practice, we don't limit ourselves to just eggs.

Proactive

We are first and foremost pragmatists: choosing active where it is likely to add value, and passive where it is not.

Learn about our principles

Our investment approach

We take a proactive, diversified and global approach to investing. This is guided not by fashion, but by enduring truths about how markets tick.

Our 3 principles...

GLOBAL

We scour a wide breath of investment opportunities from around the world.

Learn more

DIVERSIFIED

We don't put all our eggs in one basket. In fact, we don't limit ourselves to just eggs.

Learn more

PROACTIVE

The debate between active and passive management is often framed as a binary choice.

Learn more

We are B Corp Certified.

That means our business meets high standards for social and environmental impact, accountability, and transparency.

Discover our portfolios

Our principles come to life through our range of model portfolios.

We invest across a full breadth of regions and asset classes to meet a range of objectives.

Core Alpha

Designed to deliver long-term capital growth through broad global exposure, tailored to each client's risk profile.

Find out more

Structured Income

Designed to provide retirement income while preserving capital by making use of structured products.

Find out more

Conscious Alpha

Designed to deliver growth with ESG screening integrated throughout the portfolio.

Find out more

Cautious Alpha

Designed to provide a total return to capital modestly above the rate of inflation over the long-term.

Find out more

Core Income

Designed to generate sustainable income from bonds, equities and alternatives for clients in the decumulation phase.

Find out more