INVESTMENT Excellence

Driven by principles, perfected by process.

Investment consulting and research designed to empower advisers in delivering superior client outcomes

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Introducing Genium

Expert investment solutions. No compromise.

Since 2013, Genium has partnered with Australia’s leading financial advice firms to deliver trusted investment consulting and research.

Independent, principal-led, and deeply embedded in the advice community, we bring clarity and conviction to every investment decision, helping advisers build lasting outcomes for their clients.

INVESTMENT SOLUTIONS

Where principal-led insight meets precision-built portfolios.

Consulting

Asset allocation, manager research, and portfolio construction delivered by a highly experienced team.

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Managed accounts

Bespoke investment portfolios using transparent, efficient managed account structures tailored to your precise requirements.

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Research & ratings

Robust analysis, credible ratings, and clear recommendations – backed with conviction and rigour

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research

Research methodology that prioritises clarity and transparency, with conviction.

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why genium

The difference is clear.

Partner with investment specialists who understand what matters to financial advisers.

Principal-led

Direct access to business owners and decision-makers who oversee $23 billion in funds under advice.

Boutique by design

Customised solutions with meticulous attention to detail that larger firms cannot match.

Deep expertise

A team of investment professionals with an average 20+ years of industry experience.

Quality research

Rigorous methodology and transparent analysis delivering investment insights with conviction and clarity.

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our team

An exceptional team you’ll know by name.

Genium is led by experienced principals who work directly with every client. Our team brings deep investment expertise, sharp analytical thinking, and a commitment to building long-term partnerships.

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genium's impact

$25B

Funds under advice

400+

Advisers we support

3,000+

Advised clients

50+

Tailored client portfolios

20+

Years average industry experience across team members

Testimonials

Working with the team at Genium Investment Partners has been an excellent experience for our organisation. We particularly value Genium’s commitment to service; any queries are handled promptly, and their proactive updates ensure we remain informed and confident in our investment decisions. The team’s deep industry knowledge and practical insights have helped us navigate an evolving investment landscape while remaining aligned with our objectives. Genium truly operates as a trusted partner, and we would highly recommend them to any organisation seeking expert, client-focused investment advice.

Troy McPhee

Certified Financial Planner, Adviser fp

The key thing that has impressed me working with Genium to build our SMAs is their client first approach. They took the time to understand our client base and from the outset worked to build a solution which would deliver positive outcomes for clients and make it easy for Advisers to transition their portfolios. Our Advisers love the transparency, competitive pricing, efficiency and time saving provided which helps them focus on doing what they love, spending more time with clients! I would highly recommend working with Genium Investment Consultants.

Nick Amore

Chief Advice Officer, PSK Private Wealth

Chris and the team and Genium Investment Partners have been instrumental in designing and implementing our TAE Managed Accounts. The level of support and guidance we received throughout the process was remarkable. Chris and his team took the time to understand our unique needs and objectives, tailoring their approach to ensure our goals were met. I highly recommend Chris and the team to anyone looking for a dedicated and knowledgable partner in investment management.

Andrew Doquile

Managing Director, The Advice Exchange

Latest insights

Explore our latest news, ideas, discussions and insights.

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Market Ructions

Insight

Market Ructions

01 Aug 2024

5 Min read

Commonwealth Bank of Australia

Industry News

Commonwealth Bank of Australia

01 Jul 2025

6 Min read

2024 Year in Review

Insight

2024 Year in Review

01 Dec 2024

5 Min read

2023 Year in Review

Insight

2023 Year in Review

01 Dec 2023

6 Min read

Credit Suisse Restructure & Hybrid Securities

Industry News

Credit Suisse Restructure & Hybrid Securities

21 Mar 2023

5 Min read

Market Panic On Outsized Tariffs

Insight

Market Panic On Outsized Tariffs

01 Apr 2025

6 Min read

Market Weakness on US Economic Concerns

Insight

Market Weakness on US Economic Concerns

01 Mar 2025

5 Min read

Reporting Season Wrap

Insight

Reporting Season Wrap

01 Aug 2025

6 Min read

Monthly Investment Note - Energy Transition

Insight

Monthly Investment Note - Energy Transition

01 Apr 2024

5 Min read

Monthly Investment Note - Managing your investment portfolio when markets fall?

Tips

Monthly Investment Note - Managing your investment portfolio when markets fall?

01 Sep 2024

6 Min read

Monthly Investment Note - Gold Investing

Insight

Monthly Investment Note - Gold Investing

01 Nov 2024

5 Min read

Monthly Investment Note - Post Liberation Day

Insight

Monthly Investment Note - Post Liberation Day

01 May 2025

4 Min read

Contact us

Partner with investment specialists.

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