Isio Private Capital

Investment advice and managed accounts

Your investments, reimagined

At Isio Private Capital, 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

How to break up with your private bank

Partner and Head of Isio Private Capital, Rob Agnew, explores strategic considerations for individuals reassessing their relationship with private banks. Highlighting key triggers for change, such as misaligned service levels and evolving financial needs, looking at alternative wealth management solutions while maintaining financial continuity and governance.