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.