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Investing for who your clients areand where they're going next.

Who we are

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.

Learn about us

What we do

We handle the

so you don't have to.

We know that both financial planning and investment management are two demanding disciplines. We get on with our work so you can focus on the client in front of you.

Meet the team

We have been a Certified B Corporation since 2023.

Our B Corp certification means our business meets high standards for social and environmental impact, accountability and transparency.

What we say

Insights

Perspectives on the markets, direct from our team to your screen.

All insights

How we invest

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

Keep your finger on the pulse. 

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