Isio is among the fastest-growing firms of its kind in the UK and is backed by Aquiline, a private investment specialist in financial services and technology. Its Model Portfolio Service provides financial advisers with portfolios built to institutional standards as an alternative to conventional wealth offerings, supported by £300 billion in assets under advice or management and 20 years of experience supporting advisers. Isio also offers discretionary fund management for family offices.
The acquisition adds Collidr's co-manufacturing capabilities and AI-driven asset management operations to these existing offerings. Collidr was purpose-built for the investment adviser market and operates an FCA-regulated asset management arm managing more than £3.8 billion across bespoke and ready-made model portfolios, alongside a technology business that digitises investment processes, reduces bias, and supports systematic, intelligence-driven investment decisions.
The Reed Smith deal team was led by partner Andrew Houghton, with support from associates Roxana Burghel and Vivian Chan. The team also included Caspar Fox (Tax), David Ashmore (Employment), Damian Carolan (Regulatory), Nick Williams (Banking & Finance), Philip Thomas (Emerging Technologies) and Brigid North (Real Estate).
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