
INVESTMENT Excellence
Driven by principles, perfected by process.
Investment consulting and research designed to empower advisers in delivering superior client outcomes

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.
Managed accounts
Bespoke investment portfolios using transparent, efficient managed account structures tailored to your precise requirements.
Research & ratings
Robust analysis, credible ratings, and clear recommendations – backed with conviction and rigour

research
Research methodology that prioritises clarity and transparency, with conviction.
Access a proprietary assessment framework examining five critical dimensions—Parent, Process, People, Performance, and Price—supporting informed investment decisions.
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.

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.
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
Latest insights
Explore our latest news, ideas, discussions and insights.











