Isio grows AUM to over £5bn after investment manager appointment

Isio has agreed to take on management responsibilities for an £850m unitised fund range, representing an expansion of its investment offering in the UK adviser market.

The advisory firm said the unitised fund structure will complement its existing model portfolio service (MPS) capabilities, providing advisers with greater flexibility in how they access investment solutions, depending on client needs and platform preferences.

The transition follows continued growth in Isio’s investment proposition for advisers, including the recent acquisition of fintech and AI-driven investment management business, Collidr, which enhances its capabilities across portfolio construction, adviser technology and co-manufacturing.

In the last 12 months, Isio Wealth has grown its assets under management to over £5bn.

Alongside the expansion of its investment offering, Isio has continued to invest in its adviser distribution capabilities through a series of senior hires across the UK intermediary market, and expects to make further investments as demand for outsourced investment solutions continues to grow.

Head of wealth at Isio, Andy Tunningley, said: "This is another positive step in the continued growth of our investment offering for advisers. The addition of a unitised fund range broadens the ways advisers can access our investment capabilities and reflects growing demand for flexible outsourced investment solutions across different client needs and platform preferences.

"Our focus remains on delivering high-quality, institutional-grade investment solutions that combine strong governance, scalability and value for clients, while continuing to invest in the technology and capabilities that support advisers over the long term."

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