
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.

02
Customised solutions
We design investment solutions aligned to your objectives, built for precision, efficiency, and long-term success.

03
Implementation
We partner with you to execute seamlessly, integrating research, advice, and oversight to ensure quality outcomes over time.




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.
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.
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.
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
