Our Services

Consulting
Asset allocation, manager research & portfolio construction

Managed Accounts
Investment management and implementation

Research & Ratings
High quality insights delivered with conviction

Consulting

We work closely with our clients to manage their investment research capability using an outsourced CIO model that is tailored to meet their specific needs and objectives

Key services

  • Outsource CIO

  • Asset allocation & Portfolio construction

  • Customised portfolio solutions

  • Investment committee representation and governance

  • Approved Product List (APL) consulting

  • ESG advice and solutions

  • Economic & market insights and reporting

Why clients choose to work with us

We offer high quality, relationship-driven investment consulting services. We bring industry expertise without ego, prioritise process and rigour, and tailor solutions to your unique requirements. With Genium, you can confidently focus on your clients, knowing that we're dedicated to investment excellence.

Managed Accounts

We design, build and manage tailored investment portfolios using transparent and efficient managed account structures.

Key Services

  • Implemented, bespoke portfolio management

  • Client Value Proposition

  • Platform agnostic

  • All Managed Account structures

Why clients choose to work with us

We bring deep industry expertise, process and rigour to deliver investment solutions tailored to your unique requirements. With Genium, you can confidently focus on your clients, knowing that we're dedicated to delivering investment excellence

Research & Ratings

We provide high-quality research analysis, and recommendations to support advisers in making well informed decisions, managing risk, and achieving long-term investment goals for their clients

Key services

  • Best of breed due diligence

  • Research reports

  • Investment product data

  • Education

  • Communications and reporting

Why clients choose to work with us

We provide high-quality research, backed by a rigorous approach and an experienced team. We identify investment opportunities with care, offer transparent opinions and ensure consistency across our research. Our foundation is firmly grounded in research, rigor, and rational analysis, making us the trusted choice for those seeking a partner committed to quality.