Our services.

Specialist investment services designed to give advisers clarity, confidence, and a competitive edge.

How we work

The Genium methodology.

01

Discovery

We work closely with you to understand your goals, priorities, and investment challenges, laying the foundation for a tailored strategy.

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02

Customised solutions

We design investment solutions aligned to your objectives, built for precision, efficiency, and long-term success.

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03

Implementation

We partner with you to execute seamlessly, integrating research, advice, and oversight to ensure quality outcomes over time.

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2 men and a women talking
women and a man talking about something on their tablet device

Investment consulting

Key services

Outsourced CIO

Asset allocation & Portfolio construction

Investment committee representation

Approved Product List (APL) consulting

Our investment philosophy

Our approach

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

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Managed accounts

Key services

Implemented, bespoke portfolio management

Client Value Proposition

Approved Product List (APL) consulting

All managed account structures

Our approach

We design, build and manage tailored investment portfolios using transparent and efficient managed account structures. We pair industry expertise with rigorous process to deliver solutions crafted to your unique requirements.

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Research & Ratings

Key services

Best of breed due diligence

Research reports

Reporting & education

Our research process

Reporting & education

Our approach

We provide robust research analysis, credible ratings, and clear recommendations to support advisers in making well-informed decisions, managing risk, and constructing investment strategies aligned with their clients' goals.

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GENIUM'S IMPACT

$25B

Funds under advice

400+

Advisers we support

3k

Advised clients

50+

Tailored client portfolios

15+

years Average industry experience across team members

Testimonials

Working with the team at Genium Investment Partners has been an excellent experience for our organisation. We particularly value Genium’s commitment to service; any queries are handled promptly, and their proactive updates ensure we remain informed and confident in our investment decisions. The team’s deep industry knowledge and practical insights have helped us navigate an evolving investment landscape while remaining aligned with our objectives. Genium truly operates as a trusted partner, and we would highly recommend them to any organisation seeking expert, client-focused investment advice.

Troy McPhee

Certified Financial Planner, Adviser fp

The key thing that has impressed me working with Genium to build our SMAs is their client first approach. They took the time to understand our client base and from the outset worked to build a solution which would deliver positive outcomes for clients and make it easy for Advisers to transition their portfolios. Our Advisers love the transparency, competitive pricing, efficiency and time saving provided which helps them focus on doing what they love, spending more time with clients! I would highly recommend working with Genium Investment Consultants.

Nick Amore

Chief Advice Officer, PSK Private Wealth

Chris and the team and Genium Investment Partners have been instrumental in designing and implementing our TAE Managed Accounts. The level of support and guidance we received throughout the process was remarkable. Chris and his team took the time to understand our unique needs and objectives, tailoring their approach to ensure our goals were met. I highly recommend Chris and the team to anyone looking for a dedicated and knowledgable partner in investment management.

Andrew Doquile

Managing Director, The Advice Exchange

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