I lead the Private Capital team which is entirely focused on meeting the investment and governance objectives of families, their offices, charities and endowments.
Unconflicted investment advice is a rarity among wealth managers. Standard, expensive and poorly performing investment ‘models’ are prioritised to meet their commercial objectives. The team at Isio have a common focus; our clients, meeting their objectives, with independent advice and direct access to institutional, efficient investment solutions.
Partner and Head of Private Capital
I’m passionate about defining ‘what good looks like’ for each client, bringing a fresh, experienced, independent approach to each family, charity and endowment.
Partner & Head of Investment
Head of Asset Class and Manager Research