Company intelligence
Isio
We exist to bring clarity, confidence, and better outcomes for everyone.
About Isio
We are a progressive advisory firm, partnering with organisations of every size and industry to deliver expertise in pensions, employee benefits, wealth planning and investment management. Our heritage means quality is in our DNA, while our fresh perspective gives us the freedom to challenge old ways of working. As a market leader we have the scale and expertise to be the adviser of choice, providing practical solutions and outcomes that matter. We advise on over £300bn UK pensions assets while in employee benefits, we help employers make smarter choices for their people and future talent. With over £3bn in individual and family wealth under advice or management, we use institutional-grade investment expertise alongside supporting charities and financial advisers.
Verified activity
Signals from Isio
4 published signals
Presence & Recognition
Isio's Investment Management team is exhibiting at the Verve Transformation Conference in London.
Reported by Isio
Partnerships
Isio investment management and Collidr technology are co-manufactured to offer influence without operational burden
Reported by Philip Berry
Presence & Recognition
Isio, Saturn, and Mabel Insights colleagues attended a lunch event at the new London event space for an exploration of regulatory, technological, and commercial changes shaping financial advice.
Reported by Isio
People
Isio formally handed over the CEO role to Dan Thomas and his new leadership team after nearly 30 years across KPMG and Isio.
Reported by Andrew Coles