Investment advisory

Advice that delivers with confidence.

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, ranging from private and public sector organisations to family offices, can move forward with confidence, knowing we’re helping them harness greater value.

Why Isio

£300bn of assets under advice

Over 160+ in our investment consulting team

Market-leading reputation for sustainability

Private capital investment

Independent, whole-of-market investment advice and managed accounts for individuals, families and their offices.

DC investment

Independent thinking focussed on improving outcomes for members.

DB investment

Investment strategies that reduce uncertainty and complexity.

Liability hedging and LDI

Better manage risk and increase the security of members’ benefits.

Investment manager research

Independent, innovative, ideas-focused research.

Sustainable investment

Gain the insight you need to manage rising sustainability-related risks, and power global action on ESG issues.

Fiduciary management oversight

Guidance that clients can depend on to better select and review fiduciary managers.

Buy-ins and buy-outs

Giving clients confidence to face a brand-new set of investment challenges as they insure their scheme’s liabilities.

i-FLO

Isio Fund Liquidity Options (i-FLO) is our proprietary solution to help clients sell private credit and infrastructure equity holdings on the secondary market.

Private capital investment

Independent, whole-of-market investment advice and managed accounts for individuals, families and their offices.

DC investment

Independent thinking focussed on improving outcomes for members.

DB investment

Investment strategies that reduce uncertainty and complexity.

Liability hedging and LDI

Better manage risk and increase the security of members’ benefits.

Investment manager research

Independent, innovative, ideas-focused research.

Sustainable investment

Gain the insight you need to manage rising sustainability-related risks, and power global action on ESG issues.

Fiduciary management oversight

Guidance that clients can depend on to better select and review fiduciary managers.

Buy-ins and buy-outs

Giving clients confidence to face a brand-new set of investment challenges as they insure their scheme’s liabilities.

i-FLO

Isio Fund Liquidity Options (i-FLO) is our proprietary solution to help clients sell private credit and infrastructure equity holdings on the secondary market.

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.

Clients we advise

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