Research IP provides consultancy services to a range of clients, based in London, Luxembourg, Taiwan, New Zealand and Australia.
Our clients control a total of over U$9 billion on behalf of their clients and investors. They are both large and small – from one man advice firms, to family offices and adviser groups, pension funds, charities and Not for Profits
(NFPs).
It is a privilege to work with a diverse range of clients, not only geographically, but in the way they support their clients to help them achieve their goals.
We offer services such as independent investment committee participation, licensee advice, systems and process review and corporate governance services.
For Financial Advice firms we offer:
• AFSL reviews
• Platform and Financial Adviser Software reviews
• Fee
negotiations for better client outcomes
• Investment committee terms of reference / charter
• Investment committee skills assessment
• Investment policy development
• Investment committee implementation review
• Chair or independent investment committee member
• Investment manager reviews
• Investment manager / adviser selection
• Investment management
• Quarterly reporting and commentary
• Sustainability and ESG policy development
• Sustainability and ESG investment selection/ implementation of strategies.
“Do what you do best, and outsource the rest.”
– Peter Drucker
What makes us different?
we build solutions
Solutions that are crafted to meet your needs and objective.
Is this another motherhood statement?
No. Research IP has tailored solutions across our clients. These highlight the bespoke nature of the solutions developed in collaboration with our clients. Solutions are more than just investments that don’t need to be managed or tweaked every day.
Collaborate
We don’t tell you what you should or should not do.
We partner with you to help you navigate the journey.
Investing and investments do not stand still, neither does your business. As local and macro factors change we work with you to ensure your solutions remain relevant.
Partners
While we participate on, and provide resources to investment committees, we do not want to be the investment committee.
A subtle but important distinction, which directly links with collaboration. The work we do is not about us, it is about helping you find the right solution.
No standard model
Financial advisers are not commodities, nor are your clients. We will not treat you like a commodity, nor do we expect you to conform to our ideas.
Our process is one of challenging business owners to create strong robust solutions.
Who do we work with?
Some of our clients are in Australia, some are not.
Testimonials
Don’t take our word for it – here’s what our clients say:
Adam Easter
Northcorp Financial Services
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.
Troy Theobald
Australian Advice Network
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.
Paul Forbes
Robina Financial Services
Research IP have built and given us access to tools which add significant value to our process and help us make well informed decisions on the plethora of investment options.
