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 the 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.
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
Partner & Head of Private Capital
‘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