Isio Private Office

Investment advice and managed accounts

Your investments, reimagined

At Isio Private Office, we support your family’s investment needs in a way that is completely different from a traditional Wealth Manager.

Powered by a £300bn track record of assets under advice, our 160-strong investment team draws on over 20 years of heritage from KPMG and Deloitte to provide industry-leading investment advice and portfolio management services.

What makes us different?

Support from an independent provider who assesses the entire investment market to create a bespoke, best-in-class portfolio tailored to your unique needs.

Access to the same top-tier investment managers as our institutional clients, covering all asset classes, including private markets. This enhances your buying power at a lower cost.

Advice beyond your investment strategy by connecting you with our extensive investor and strategic partner ecosystem.

More transparency, control and value.

A flexible way of working together

From managed accounts to project consulting, we will show you what good looks like.

Managed accounts: delegate responsibility to implement and manage your portfolio within objectives.

Ongoing active advice: setting objectives, proposal strategy, manager selection, implementation, monitoring, and reporting, with you retaining control over decisions within the portfolio.

Project consulting: to review your existing portfolio, set objectives, and proposal strategy.

Insight

Do you need a family office?

Partner and Head of Isio Private Office, Rob Agnew, how to navigate the complexities of managing newfound wealth, exploring the challenges of setting up a family office versus the benefits of engaging an independent investment specialist who can integrate seamlessly into your family’s set‑up.