Private Capital

A different approach to managing your investments

An ever-changing and uncertain world

Navigating an ever-changing and uncertain world is increasingly challenging, presenting new investment considerations for Private Capital clients. The end of low inflation and decarbonisation has caused major shifts in asset allocation and emphasized the need for portfolio diversification. We are a trusted advisor to family offices, charities, endowments and foundations, helping our clients navigate these challenges through tailored investment solutions, driven by their objectives.

Institutional heritage with access to specialist asset classes and managers

Sustainability embedded throughout our investment process

Proven track record advising various institutional investors

Unique fee model with fund-level savings

Independent, whole-of-market approach

Known in the marketplace for product innovation

Our view is that many investment solutions in the market are typically no longer fit for purpose.

Too many providers typically have a narrow investment focus and offer poor value for money. We believe new thinking is required. Our experience and independence enable us to offer the whole of market investment opportunity set. We do not have any in-house funds. Instead, we combine high conviction ideas across specialist asset classes to create genuinely diversified portfolios.

Our service

We work with our clients on a one off and ongoing advisory basis. Our retainer service offers the highest level of support and access which can encompass the following services:

Investment Objectives, Governance and Belief Setting
Investment Strategy and Portfolio Construction
Investment Manager Selection
Climate Modelling and ESG Integration
Sustainable Investment Education and Training
Asset Transition and Implementation
Manager Sustainability Assessments
Ongoing Investment Monitoring

Our client segments

Whether you are about to realise a liquidity event or would like to invest profits from your family business into new investment opportunities for the family finances, our dedicated and experienced team will support you on your journey. We help our clients navigate the unique challenges families face, including wealth preservation for future generations, liquidity, and good governance.

Get in touch to find out more

We have a strong track record of providing investment advice to charities of various sizes. Central to our strategy design process is ensuring that your sustainability targets and focus areas are fully reflected within your investment portfolio, which we then monitor through our bespoke ESG dashboard reports. Our service represents value for money without compromising on the quality of advice.

Get in touch to find out more

Our experience working with endowments and foundations means we understand that each organisation has its own distinctive mission. This requires an investment strategy that is customised to your specific requirements, one which provides long term growth as well as liquidity when required. Sustainability is embedded throughout our investment process, which allows us to reflect your beliefs into your investment strategy.

Get in touch to find out more

: Whether you are about to realise a liquidity event or would like to invest profits from your family business into new investment opportunities for the family finances, our dedicated and experienced team will support you on your journey. We help our clients navigate the unique challenges families face, including wealth preservation for future generations, liquidity, and good governance.

Get in touch to find out more
: We have a strong track record of providing investment advice to charities of various sizes. Central to our strategy design process is ensuring that your sustainability targets and focus areas are fully reflected within your investment portfolio, which we then monitor through our bespoke ESG dashboard reports. Our service represents value for money without compromising on the quality of advice.

Get in touch to find out more
: Our experience working with endowments and foundations means we understand that each organisation has its own distinctive mission. This requires an investment strategy that is customised to your specific requirements, one which provides long term growth as well as liquidity when required. Sustainability is embedded throughout our investment process, which allows us to reflect your beliefs into your investment strategy.

Get in touch to find out more

Success stories

Success Story Case Studies

Effectively addressing the needs of a private client

Success Story Case Studies

An efficient transition to a sustainable, balanced investment portfolio

Success Story Case Studies

Burger King UK DB scheme enjoys benefits of efficiencies with Enplan

Success Story Case Studies

Improving member financial confidence – Loomis

Success Story Case Studies

Overcoming challenges to facilitate an insurance buy-in

Success Story Case Studies

Securing full scheme buy-in – SA Brain & Company

View all

Key people

Rob Agnew

Partner & Head of Private Capital

Nick Evans

Partner

See full profile

Our people

Rob Agnew

Partner & Head of Private Capital

Rob.Agnew@isio.com See full profile

Nick Evans

Partner

nick.evans@isio.com See full profile

Our people

Investment

‘Sleeping well at night is a key priority when you have significant capital’

Speaking with Campden Wealth, Rob Agnew, Partner & Head of Private Capital at Isio, reveals why the investment consultancy is well positioned to help ultra-high-net-worth families in matters of investment for the future…

Read the article

Get in touch

Want to learn more about our differentiated approach? Email us at PrivateCapital@isio.com

+44 (20) 7123 6000 Contact us