Illustration of the Asset Intelligence team

About Asset Intelligence

We are a UK independent financial research provider offering a wide range of specialised research partnerships to small and large financial organisations and networks.

As independent professionals, we know how best to deliver the efficiencies of outsourcing investment research, allowing our partners to use their time more effectively for financial planning and building client relationships. Our specialisms range from investment selection, asset allocation and portfolio construction, through to business process advice and support.

One size doesn’t fit all. That is why we focus on building long-term strategic partnerships distinctly tailored to meet the processes, investment philosophies and business needs of our clients.


Meet the Team

The breadth of experience and expertise of the Asset Intelligence team members allows them to offer a unique insight into investment strategy, business and advice processes. The team is pivotal to the ongoing provision of independent, quality partnerships.

Photo of Robert Love

Robert Love

Head of Research

Robert understands the benefits of outsourcing investment research, particularly given the changing market conditions. That is why he set up Asset Intelligence in 2008; to deliver high quality independent research to advisers as part of well thought out advice processes. Robert has headed up Investment Departments for some of the leading IFAs and is an experienced IFA and investment specialist.

When not studying asset allocation or portfolio distributions, Robert can be found catching up on South American football or urging on Leicester City.

Photo of Steven Riddiough

Steven Riddiough

Economist

Asset Intelligence’s economics expert Steven began his career with Credit Suisse Investment Bank after graduating with an M.Phil in Finance from the University of Cambridge. Steven holds a First Class undergraduate degree from the University of Warwick, has undertaken further studies at the Wharton Business School in the United States and completed a PhD in Finance (University of Warwick).

Away from the world of financial economics, Steven can be found enjoying a pint of real ale while supporting his team, the Clarets.

Photo of Peter Shelton

Peter Shelton

Head of Strategy

Peter is able to draw upon a wealth of experience in senior positions at IFA firms where he has led businesses through economic cycles and numerous legislative hurdles. He has worked for product providers, IFA firms, an actuarial practice and a Trustee Company and is an experienced investment expert and business strategy specialist.

Peter enjoys rugby (Leicester Tigers) as well as golf and skiing.

Photo of Kel Nwanuforo

Kel Nwanuforo

Investment Consultant

Kel has an undergraduate degree in Land Economy from the University of Cambridge, and holds the Certificate in Discretionary Investment Management qualification. He has seven years’ experience in portfolio management, with much of this gained in the IFA sector.

Outside of investment, Kel is highly likely to be engrossed in some aspect of current affairs or the automotive world.

Photo of Zuleikha Hanif Memon

Zuleikha Hanif Memon

Analyst

Zuleikha has an undergraduate degree in Financial Economics from the University of Leicester and is studying towards the IMC (Investment Management Certificate) qualification.

Apart from an interest in the world of finance Zuleikha enjoys learning new languages and dedicates much of her spare time tutoring to fulfil her passion for education

Photo of Ed Picciano Moss

Ed Picciano Moss

Analyst

Ed has an undergraduate degree in Mathematics from the University of Warwick.

If he’s not cheering on his beloved Leicester City and Leicester Riders, Ed can be found in front of a cinema screen, watching and reviewing the newest releases.

Photo of Alina Khan

Alina Khan

Analyst

Alina has a first class undergraduate degree in Financial Economics from the University of Leicester and is studying towards an M.Phil qualification.

When not immersed in the world of finance, Alina can be found lost in a different universe accessed through her book collection, or Bollywood movies.

Giovanni Cafaro

Analyst

Giovanni has an undergraduate degree in Business Management from the University of Nottingham and is currently studying towards the IMC (Investment Management Certificate) qualification.

When not reading about the latest developments in the investment world, Giovanni can be found working on one of his music production projects or watching an AC Milan football match.

Marc Rodgers

Analyst

Marc has an undergraduate degree in economics and management from University of Oxford. He is an experienced and respected investment analyst and financial journalist and has worked with a leading research house providing political, macroeconomic and financial insight and analysis for eight years.

Fabian Castellari

Analyst

Fabian holds a first class finance degree and has studied at Harvard University and Amherst College under the prestigious Fulbright Scholarship programme. He is currently studying for the CFA (Chartered Financial Analyst) qualification.

If he’s not studying, Fabian can be found in the local swimming pool or conversing in whatever foreign language he is currently learning.

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Satisfied Clients

At Searchlight Investments we pride ourselves on delivering a first class service to our clients. A key function of this objective is to ensure that our investment research is carried out to the highest standards of professionalism available in today’s competitive market. Asset Intelligence carry out critical research and provide regular essential updated information that is imperative to our business model and clients. We are delighted to be working with Asset Intelligence which we believe enhances our overall proposition and gives us a clearly defined competitive edge.

Simon Alway
Director
Searchlight Investments

I would like to thank Asset Intelligence for assisting Angell Mallinder in making future investment decisions a lot easier with fully researched panels and asset allocation models. I would recommend their services to IFA firms considering using independent research for financial markets.

Mike Angell
Managing Director
Angell Mallinder

Asset Intelligence’s investment research provides a robust and structured compliance framework for financial advisers. We have worked with their experienced team of investment specialists over a number of years and can vouch for their professional, thorough and analytical approach.

Ken Dalgleish
Director
Accord Compliance Consultancy

Outsourcing investment research to Asset Intelligence has removed a big headache. I do not look back fondly on our experience of doing our own fund picking. I would recommend that IFAs outsource fund selection, asset allocation and model portfolios and concentrate on building client relationships – let the experts pick the funds.

Paul Simpson
Managing Director
Wellington Financial Management
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Press

Asset Intelligence has been talking!

For press enquiries contact marketing@asset-intelligence.com or 020 8144 8370.

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Careers

If you want to join the dynamic team at Asset Intelligence please send your CV and remember to tell us a little about yourself: info@asset-intelligence.com.

Investment Administrator

We are seeking an investment administrator with a strong academic background. Prior experience is not necessary. The successful candidate must display strong Microsoft Office skills, meticulous attention to detail and can expect to be involved in a variety of reporting activities.

Trainee Investment Analyst

We are seeking a trainee investment analyst with a strong academic background and interest in financial markets. The successful candidate can expect to be involved in a variety of reporting and analytical responsibilities.

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