Changing the way research is consumed
Research IP is a global research, consulting, and technology business, which offers a range of products and services to the financial services industry.
Research IP has provided client focused qualitative and quantitative financial product and security research since 2015. Research IP was also the consultant to the NZX wholly owned subsidiary FundSource, providing investment research to the New Zealand market since 2015.
Research IP is a specialist investment research provider which is used and trusted by investors & financial advisers for investment, KiwiSaver, Superannuation, and other Pension schemes throughout the Asia Pacific region.
Research IP has grown its team and footprint by utilising the specialist skills of its analysts which include data scientists; equity, bond, and alternative asset specialists; portfolio managers; asset allocation analysts; and ratings specialists.
Our experience has been gained in well over 20 years of roles across different facets of the industry, so we understand the key drivers and challenges for managers, as well as the impact for investors and the Financial Advice industry.
By leveraging the skills of specialists, Research IP is able to provide innovative and tailored financial services solutions to the marketplace. Client focused outcomes are underpinned by the belief that the role of business model innovation and accelerating technological change opens up new possibilities, to put client interests at the centre of the financial services industry focus. We have strong philosophical alignment with John Hagel’s work on the possibilities for “Disruption by Trusted Advisors” and John Kay’s views in “Other People’s Money: Masters of the Universe or Servants of the People”.
Research IP delivers high quality quantitative and qualitative fund research to financial advisers and the broader financial services industry. Research IP works with a number of expert providers to source this data. Quantitative data is supplied by a variety of sources, including Financial Express, while qualitative research is provided by Research IP.
Further information including our complaints policy can be found in the Research IP Financial Services Guide.
Management Team
The Research IP Management Team has a broad range of skill sets. Our experience has been gained in well over 25+ years of roles across different facets of the industry, so we understand the key drivers and challenges for managers, as well as the impact for investors and the Financial Advice industry.
Darren Howlin
Managing Director, Partner
Oliver Trusler, CFA
Managing Partner
Rob da Silva
Head of Research
Peta Tilse
Head of Growth
Noel Lord
Sales Leader and Coach
In addition, we have a Taiwan / Vietnam based team of full time research and IT analysts, as well as our support team in the Philippines.
We are hiring
Research IP is looking to expand its team in New Zealand and we are always looking for quality people to join our teams in Australia and Taiwan. If this sounds like you….
clients
Our Happy Clients
Research IP works with many different clients including financial advisers, advice groups and fund managers.
our awesome customers
Client Testimonials
Don’t take our word for it – here’s what our clients say:
Our firm first engaged Research IP in 2018 to review a manager. Since then Darren and his team have conducted a full licensee review, platform review and helped establish a more robust investment committee framework.
Having the team so deeply involved in our business has allowed me to have deeper more meaningful conversations with clients, around the things that matter to them, not just their investments.
Adam Easter
Certified Financial Planner, Director
NorthCorp Wealth Management
With our licence having over $1 billion in funds under advice we needed a quality reliable partner.
Research IP has helped enhance our processes and provided an important sounding board to ensure we remain focused on the strategy and avoid the shiny new toys.
Troy Theobald
Certified Financial Planner, Director
Australian Advice Network
Research IP have been reviewing our funds since 2017, with reviews conducted in a highly professional and insightful manner. The reports are well written and readily understood by our clients.
Peter Mill
ex Head of Global Distribution
APN Property Group
