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A distinctly different approach, designed to drive certainty.

We don’t believe in overcomplicating investment consulting, or in off the shelf answers. Instead, we draw on our independence and expertise to create bespoke solutions, driven by our core investment beliefs. Our clients can then move forward with confidence, knowing we’re helping them harness greater value.

Why Isio

£300bn of assets under advice

Over 150 in our investment consulting team

Market-leading reputation for sustainability

A focussed approach

Rather than being driven by the output of conventional models, we ensure our investment approach is rigorously anchored to your objectives. Our investment consultants focus on what’s most important to our clients, and take all material risks, including responsible investment, into consideration.

Maximise certainty

To help our clients prepare and plan into the future, we construct portfolios that give the greatest level of certainty possible. Whether it’s investment returns or cashflow delivery, we can see where our clients’ returns are coming from.

Cut through complexity

Needlessly complex processes distract from purposeful management. For this reason, our investment advisory services streamline portfolio construction and manager line-ups, allowing a greater focus on strategy and returns while minimising your costs.

Exploit your competitive advantage

Your financial and structural advantages are key to optimising your returns. Our managers work from a deep understanding of our clients’ circumstances, helping them take advantage of their position in the market.

Independence matters

We draw from the whole of the market, striving to find the solutions that suit our clients’ needs best. Because we’re not incentivised or tied to specific products, you can trust we’ve taken the most thorough approach possible.

A depth in sustainability rare in the industry

Our specialism in this area enables our clients to better assess investment managers’ capabilities, define sustainable beliefs unique to their organisation, identify new responsible investing opportunities and enjoy higher levels of confidence in performance.

The clients we advise

Our investment consultants create solutions that deliver higher levels of confidence for pension schemes, DC master trusts, endowment funds, charities and individuals. Clients benefit from staying close to the market through specialist teams including Credit, Real Assets, Fiduciary Management advice and more.

Key people

Image Emily McGuire

Partner & Head of Investment See full profile
Image Rob Agnew

Partner & Head of Private Capital See full profile
Image David O’Hara

Partner See full profile

Get in touch

Talk to us today to see how our bolder thinking can get you better results.