About us
Asset Intelligence is an investment management and research firm.
We provide portfolio management and investment research expertise to a number of advice firms up and down the country.
Our experienced and engaged team have capabilities at every stage of the investment process: from fund selection to risk monitoring and beyond.
We're wired into the markets.
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.
Our History
Asset Intelligence Research (AIR) was founded by Rob Love. It hit the ground running, serving a range of client firms.
Asset Intelligence Research (AIR) started to provide consultancy services to workplace pension schemes.
Inaugural investment conference held at the University of Leicester.
Asset Intelligence turns ten. That's 3,650 days of investment research... and counting!
Asset Intelligence joined the Superbia Group, a collective of financial services firms based in the Midlands.
We turned our research expertise towards constructing our own portfolios. Asset Intelligence Portfolio Management (AIPM) was born.
AIPM Core Alpha portfolio was launched. This range of portfolios is designed to drive long term growth.
Tony Mee, Chief Investment Officer, joined the team. He heads up portfolio construction, managing the investment processes and controls behind our portfolios.
Superbia Group was awarded B Corp status, representing our commitment to a range of goals besides shareholder profit.
Daniel Worthing, Managing Director, joined the team. He manages all aspects of the business, including driving client-centric culture and long-term business strategy.
We launched AIPM Structured Income. This range of portfolios provides sustainable income for clients in retirement.
Fast forward to today… we are trusted to manage over £900m of client assets across our range of investment portfolios.
