Asset Intelligence
Asset Intelligence is a UK FCA-regulated B2B investment firm providing discretionary portfolio management, research, and outsourced "insourced investment department" services to professional financial advisers, founded in 2008 and based in Leicester.
- Company typePrivate
- Founded2008
- HeadquartersLeicester, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Asset Intelligence does
Asset Intelligence is a UK-based B2B financial services firm, founded in 2008 by Robert Love and headquartered in Leicester, that provides investment research, discretionary portfolio management, and outsourced investment department services to professional financial advisers (IFAs). The firm operates through two FCA-regulated entities — Asset Intelligence Research Ltd and Asset Intelligence Portfolio Management Ltd (FCA Reference 842662) — and positions its "Insourced Investment Department" offering as an extension of the adviser's business rather than a traditional external vendor, providing portfolio construction, fund and DFM selection, investment committee chairing, IGC services for pension schemes, and client-facing materials such as factsheets and suitability letters.
The company's product surface comprises three core service lines: Asset Intelligence Research (fund panels, model portfolio reviews, DFM/GFP/absolute return and financial strength reviews, available as one-off or recurring quarterly reports), Asset Intelligence Portfolio Management (discretionary investment management on an "agent as client" basis with regular reviews), and the combined Insourced Investment Department bundle. Underlying technology is described in general terms as portfolio management systems, investment research platforms, and client reporting tools; no proprietary platforms, APIs, or AI/ML components are disclosed. The competitive basis is human expertise — the team includes alumni of Barclays (Tony Mee, formerly Head of Portfolio Construction for its £11bn discretionary framework), Brooks Macdonald (Daniel Worthing, now Managing Director), Credit Suisse Investment Bank, and the Bank of England.
Revenue is generated through recurring subscription-style engagements: AUM-based management fees on discretionary portfolios, recurring research retainers, and ongoing "insourced investment department" retainers. Pricing is bespoke and not publicly disclosed, with the website stating "Intended for Professional Clients Only." The firm operates exclusively in the UK, holds B Corp certification, and sits within the Superbia Group ecosystem under Group Chairman Alain Wolffe. No external venture or private equity funding rounds are evidenced, and revenue is not publicly disclosed.
Asset Intelligence firmographics
Firmographics- Name
- Asset Intelligence
- Legal name
- Asset Intelligence Research Ltd and Asset Intelligence Portfolio Management Ltd
- Website
- https://asset-intelligence.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Asset Intelligence is a UK FCA-regulated B2B investment firm providing discretionary portfolio management, research, and outsourced "insourced investment department" services to professional financial advisers, founded in 2008 and based in Leicester.
- Ownership category
- akta.pro rank
Asset Intelligence industry classification
Industry- Product category
- Investment Management & Research Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Asset Intelligence is headquartered
LocationHeadquarters
- HQ city
- Leicester
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Asset Intelligence business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Discretionary Portfolio Management: Discretionary investment management services where the company manages investment portfolios on behalf of professional financial advisers. They operate under the 'agent as client' basis, making investment decisions while keeping advisers involved through regular reviews and discussions. Revenue is generated through management fees on assets under management.
- Research Services: Provision of investment research reports including fund panels, exchange traded product panels, model portfolio reviews, DFM reviews, GFP reviews, absolute return reviews, and financial strength reviews. These can be provided as one-off events or on regular recurring basis such as quarterly reports.
- Insourced Investment Department: Comprehensive investment department outsourcing service that operates as an extension of the advisory firm's business, providing ongoing research, portfolio construction, fund selection, DFM selection, investment consultancy, and committee chairing services on a retainer or ongoing basis.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Asset Intelligence product offering
Product offeringCore offering
Asset Intelligence is a UK-based financial services firm providing discretionary investment management and independent investment research to professional financial advisers. It operates as an 'insourced investment department' for adviser firms, delivering portfolio construction, fund selection, DFM selection, investment consultancy, investment committee chairing, and IGC services for pension schemes under FCA regulation.
Product overview
Asset Intelligence is a UK-based financial advisory and investment management firm that operates as a unified platform offering two interconnected service lines: Asset Intelligence Research (research solutions including fund panels, model portfolio reviews, and DFM/GFP reviews) and Asset Intelligence Portfolio Management (discretionary fund management). The company also offers an 'insourced investment department' solution that integrates both research and portfolio management capabilities, functioning as an extension of financial adviser businesses. Together, these products provide end-to-end investment department support from research through portfolio construction and management.
Differentiator
Problem solved
Functional benefit
Brands
- Asset Intelligence Research: Research solutions including fund panels, exchange traded product panels, model portfolio reviews, DFM reviews, GFP reviews, absolute return reviews, and financial strength reviews.
- Asset Intelligence Portfolio Management
Products and services
- Research Solutions
- Portfolio Management
- Insourced Investment Department
Companies that use Asset Intelligence
Customer profileSegments1 record
Ideal customer profiles1 record
Asset Intelligence technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Asset Intelligence partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rush Truck CentersminorNote: This partnership refers to 'Asset Intelligence Group' (a separate company providing asset reclamation and remarketing solutions for financial institutions in the trucking sector) and not the investment management firm Asset Intelligence covered in this source data. The news article describes a strategic partnership for truck reclamation and remarketing services, not financial advisory services.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Asset Intelligence competitors and assessment
Company assessmentDirect peers
- Tatton Investment Management: UK discretionary fund manager providing model portfolios and DFM services to financial advisers. Directly comparable in target customer (UK IFAs) and core proposition (DFM/model portfolios for advisers), making it the closest head-to-head competitor.
- FundCalibre: UK fund research and ratings provider serving financial advisers, with Elite Ratings and model portfolio support. Comparable to Asset Intelligence's research solutions on adviser-side fund selection and ratings.
- P1 Investment Management: UK DFM offering model portfolio services to financial advisers, platforms, and paraplanners. Highly comparable B2B-to-adviser DFM proposition and similar client segmentation to Asset Intelligence.
- Square Mile Investment Consulting: UK investment research and consultancy firm focused on supporting financial advisers with fund research and model portfolio guidance. Directly comparable to the research and investment-committee components of Asset Intelligence's offering.
- RSMR (Rayner Spencer Mills Research): Independent UK investment research firm providing fund analysis and ratings to financial advisers and platforms. Highly comparable to Asset Intelligence Research in providing adviser-focused research services.
- FE Investments: UK DFM division of FE fundinfo providing managed portfolio services to financial advisers. Directly comparable in DFM-for-advisers proposition and benefits from FE's broader data/research infrastructure.
Regional players
- AFH Wealth Management: UK IFA and wealth manager offering in-house investment solutions and DFM to advisers and their clients. Comparable in adviser-targeted investment proposition and demonstrates the IFA-side alternative to outsourcing.
Broad incumbents
- Brooks Macdonald: Established UK wealth and investment manager offering DFM and model portfolios to advisers and direct clients. Comparable in core DFM/adviser proposition but materially larger and broader, with private banking and funds divisions.
- 7IM (Seven Investment Management): UK investment manager offering DFM and model portfolio services to advisers, platforms, and direct clients. Overlaps with Asset Intelligence in adviser-facing DFM but operates at greater scale with a wider product shelf.
- Quilter Investors: Large UK investment platform and DFM offering multi-asset and model portfolio solutions to advisers. Comparable in DFM/adviser proposition but operates as part of a much broader wealth platform business.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Asset Intelligence social profiles
Digital presenceAsset Intelligence financial estimates
Financial estimateRevenue estimate
Valuation estimate
Asset Intelligence leadership team
Management profileNumber of profiles
Profiles9 records
Asset Intelligence funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Asset Intelligence M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Asset Intelligence
What does Asset Intelligence do?
Asset Intelligence is a UK-based financial services firm providing discretionary investment management and independent investment research to professional financial advisers. It operates as an 'insourced investment department' for adviser firms, delivering portfolio construction, fund selection, DFM selection, investment consultancy, investment committee chairing, and IGC services for pension schemes under FCA regulation.
Is Asset Intelligence a public or private company?
Asset Intelligence is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Asset Intelligence founded?
Asset Intelligence was founded in 2008. It employs 11 to 50 people.
Where is Asset Intelligence based?
Asset Intelligence is headquartered in Leicester, United Kingdom, in the Europe region.
How does Asset Intelligence make money?
Three revenue lines are on record. Discretionary Portfolio Management is the primary driver. The others are research Services and insourced Investment Department.
Who are Asset Intelligence's main competitors?
Direct peers on record are Tatton Investment Management, FundCalibre, P1 Investment Management, Square Mile Investment Consulting, RSMR (Rayner Spencer Mills Research) and FE Investments. AFH Wealth Management is listed as a regional player. Broad incumbents are Brooks Macdonald, 7IM (Seven Investment Management) and Quilter Investors.
Does Asset Intelligence have an API?
No public API is recorded for Asset Intelligence.
What industry is Asset Intelligence in?
Asset Intelligence's product category is Investment Management & Research Services. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.