Max Bawden
Senior Advisor, Private Office
Isio Bristol
Max is a Senior Manager within Isio Private Office, advising business owners, multi-generational families, trusts and foundations on the stewardship of substantial and often complex wealth. Drawing on more than a decade of experience advising both institutional investors and private clients, he works closely with clients through significant life events, business transactions and generational transitions, helping them make informed decisions around investment governance, portfolio construction and capital allocation.
Max combines his institutional investment background with a highly personalised approach, helping individuals and families navigate complex financial decisions. He often works alongside legal, tax and banking advisers to coordinate advice and deliver joined-up outcomes. Known for building long-term, trusted relationships, Max helps cut through complexity and make confident decisions about wealth.
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