Research IP provides consultancy services to a range of clients, based in London, Luxembourg, Taiwan, New Zealand and Australia.
Research IP has the ability to provide tailor solutions to client needs or implemented solutions to take the hassel out of the process.
What makes us different?
Implemented solutions
Many advisers are realising that investment selection is not their core business and not where they can add most value to their clients. If you don’t want customised or tailored support, we can guide you via our implemented solutions. Our implemented solutions enable you to outsource the core of your clients’ investment portfolios.
You will have access to our strategic asset allocation, our investment selection skills and our team, removing the burden from your business.
You may want to add other investment options around the implemented solution. This tailors portfolios to your clients’ needs and objectives.
The Research IP team individually each have over 20 years of funds management, research and portfolio construction experience.
we build solutions
Solutions can also be crafted to meet your needs and objective.
Is this another mother hood statement?
No. Research IP has tailored solutions across our clients. These highlight the bespoke nature of the solutions developed in collaboration with our clients. Solutins are more than just investments that do not need to be managed or tweaked every day.
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.
