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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.

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Institutional heritage with access to specialist asset classes and managers

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Sustainability embedded throughout our investment process

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Proven track record advising various institutional investors

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Unique fee model with fund-level savings

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Independent, whole-of-market approach

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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

Key people

Image Rob Agnew

Partner & Head of Private Capital

Rob.Agnew@isio.com See full profile

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