Asset Intelligence Portfolio Management is a provider of discretionary investment management solutions. We tailor our solutions to the needs of your business and build portfolios that plug in directly with your risk framework.
Asset Intelligence Portfolio Management is the side of our business that offers discretionary fund management.
We build our portfolio solutions by collaborating with you, ensuring that we utilise our individual strengths. In fact, our philosophy is:
Built by Financial Advisers. Powered by Investment Experts. Delivered for clients.
In collaboration with you, we will build an investment solution bespoke to the needs of your firm. Whether you’re looking for a range of 5 portfolios or 7, active, passive or a blend, we will deliver a solution to meet your needs.
Whilst we have the discretion to make changes and to rebalance the portfolios as we sit fit (whilst keeping in line with the investment mandate), we will meet with you on a regular basis to review and discuss your investment solution, to ensure you’re involved in the ongoing delivery of the solution.
As well as building your investment solution, we will also help you with the onboarding process, supplying guides and materials to help with your client agreement, suitability letters, etc. What’s more, we will also provide you with ongoing materials to use with your clients, such as factsheets, market commentary and portfolio reviews.
We operate under the ‘agent of client’ (also known as ‘reliance on others’) operational process. This provides better protection for both you and your clients. If you would like to know more about this, please get in touch.
Asset Intelligence Portfolio Management Ltd (Registered in England & Wales 11955590) is authorised and regulated by the Financial Conduct Authority (Reference number 842662). Asset Intelligence Portfolio Management Ltd’s Registered Office is: Granville Hall, Granville Road, Leicester, LE1 7RU.