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.
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.
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.
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.
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.
Zuleikha Hanif Memon
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
Ed Picciano Moss
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.
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 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 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 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.
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.
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.
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.
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.
If you want to join the dynamic team at Asset Intelligence please send your CV and remember to tell us a little about yourself: email@example.com.
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.