Our Services

KK Asset Consulting offers portfolio construction services covering asset allocation, fund selection, investment objective setting, investment committee participation and performance reporting. 

KK Asset Consulting does not have its own in-house managed accounts and operates completely independently when constructing portfolios for clients. Client preferences and needs are catered to while the focus remains on meeting objectives for end clients. While we can provide input across the full portfolio construction process, we are also happy to provide specific inputs within a broader team-based approach to building portfolios.

KK Asset Consulting also has a long-term proven track record of adding value for clients that spans more than a decade. 

KK Asset Consulting provides specialist advice on the construction and development of bespoke managed portfolio solutions to independent financial advice practices and wholesale clients. We work closely with advisers to achieve superior solutions and have a long-term proven track record.

Being independent of any other groups, KK Asset Consulting can provide inputs into any managed accounts solution regardless of external preferences. 

As KK Asset Consulting does not have its own in-house managed accounts, we are able to provide truly independent managed account solutions, where clients are not persuaded into our own asset accumulation model.

With extensive experience researching managed funds and working within advice research arms, KK Asset Consulting can provide unique insights into product offerings that add value to both advisers and product providers. Thorough reports draw out all the risks associated with products, to help advisers fully comprehend a product offering. 

With over sixty years industry experience, predominantly within managed funds research, KK Asset Consulting is a preferred choice for independent fund research needs.

With extensive experience researching managed funds and working within advice research arms, KK Asset Consulting can provide unique insights into product offerings that add value to both advisers and product providers. Thorough reports draw out all the risks associated with products, to help advisers fully comprehend a product offering. 

With over sixty years industry experience, predominantly within managed funds research, KK Asset Consulting is a preferred choice for independent fund research needs.