Asset Intelligence Portfolio Management received its regulatory approvals in November 2019. It was set up to focus on what was lacking amongst the current DFMs in the market and deliver a proactive service for IFAs to help with issues affecting advice firms in the ongoing management of client investments.

We pride ourselves on our people, and when it comes to recruitment, we have a very clear philosophy as to the elements that blend together to create a winning team. Our management team is made up of experienced individuals who are all leaders within their own field. Sitting alongside our management team is our analyst team, who are one of the most enthusiastic, intellectual and passionate investment teams you will ever meet. Having partnered with the top universities in the UK, we have gained access to some of the brightest graduates in the UK.

We have been B Corporation Certified for having met rigorous social and environmental standards which represent its commitment to a range of goals besides shareholder profit.