Skip to content

Challenger brand completes for next phase of success

30 October 2024: Isio, one of the fastest growing pensions, investment, reward & benefit and wealth advisory businesses in the UK, today announces the completion of its new investment from Aquiline Capital Partners LP (“Aquiline”), a private investment specialist in financial services and technology. The investment, having received regulatory approval, will support Isio’s next phase of growth.  
   
Isio launched to challenge the status quo in pensions, benefits, and investment advisory. It has experienced significant growth over the past four years, more than doubling revenue, profit and headcount, and now employs 1,200 people across 10 UK offices.   
 
The new investment from Aquiline, which has deep experience in the global retirement and wealth management services sectors, will support Isio to continue its ambitious growth trajectory with a focus on delivering value for clients through innovation.  
   
Andrew Coles, Chief Executive of Isio, commented: “Aquiline’s investment enables us to embark on our next phase of growth and continue to disrupt the market for pensions, investment, employee benefits and wealth advice. This will ultimately bring better outcomes for our clients, people and society. I am looking forward to leading the team during the exciting next chapter of our Isio journey with Aquiline as a partner. We have had an exceptional four years with Exponent and I would like to thank the team and our board for their support and expertise.”  

   
Igno van Waesberghe, Managing Partner at Aquiline, commented: “We are impressed by the quality of Isio’s business and the breadth and depth of innovative solutions it offers in sectors supported by long-term structural growth trends. We are excited to provide our backing to the team to allow them to capitalise on the significant opportunities that lie ahead.”  

Tim Easingwood, Partner at Exponent, commented: “We have been delighted to partner with Isio from the start and be part of the transformation from carve out to the thriving advisory business it is today. We are confident that Isio will continue to go from strength to strength with Aquiline’s investment and wish everyone in the business every success in this exciting next step in their journey.”