Effectively addressing the needs of a private client

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stroke-linecap="round"/> <path d="M20 1L1.5 19.5" class="stroke-white" stroke-width="2" stroke-linecap="round"/> </svg></button></div> </div> </section> </li><li class='flex items-center has-mega-menu menu-item menu-item-type-post_type menu-item-object-page'><div class="relative flex items-center h-full menu-link-wrapper"><a href="https://www.isio.com/digital/">Digital services</a></div><section class="mega-menu hidden bg-brandGreen text-white"> <div class="lg:container md:mx-2 lg:mx-auto"> <div class="grid grid-cols-[290px,_10px_,1fr,_auto] xl:grid-cols-[300px,_10px_,1fr,_auto] justify-between"> <div x-data class="intro-text pt-8 w-[300px] pr-7"> <h2 class="text-2xl xl:text-4xl font-semibold mb-8">Digital services</h2> <p class="leading-6 2xl:leading-6 font-light text-base 2xl:text-lg ">Solutions that combine deep pensions expertise with digital prowess.</p> </div> <div class="vertical-divider"></div> <ul class="columns-2 gap-x-10 pt-12 pl-[3cqw] pr-5"> <li class="pt-1.5 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services</a></li> </ul> <div> <div class="mega-menu-image w-[350px]"> </div> </div> <div></div> <div class="vertical-divider"></div> <div class="pb-8 pt-4 w-full"><button class="close-mega-menu mx-auto block"> <svg xmlns="http://www.w3.org/2000/svg" width="21" height="21" viewBox="0 0 21 21" fill="none"> <path d="M1 1L19.5 19.5" class="stroke-white" stroke-width="2" stroke-linecap="round"/> <path d="M20 1L1.5 19.5" class="stroke-white" stroke-width="2" stroke-linecap="round"/> </svg></button></div> </div> </div> </section> </li><li class='flex items-center has-mega-menu menu-item menu-item-type-custom menu-item-object-custom'><div class="relative flex items-center h-full menu-link-wrapper"><a href="/insights">Insights</a></div><section class="mega-menu hidden bg-brandGreen text-white"> <div class="lg:container md:mx-2 lg:mx-auto"> <div class="grid grid-cols-[290px,_10px_,1fr,_auto] xl:grid-cols-[300px,_10px_,1fr,_auto] justify-between"> <div x-data class="intro-text pt-8 w-[300px] pr-7"> <h2 class="text-2xl xl:text-4xl font-semibold mb-8">Insights</h2> <p class="leading-6 2xl:leading-6 font-light text-base 2xl:text-lg ">The big issues facing our industry.</p> </div> <div class="vertical-divider"></div> <ul class="columns-2 gap-x-10 pt-12 pl-[3cqw] pr-5"> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/us-election-result-what-does-this-mean-for-markets-and-investors/">US election result: what does this mean for markets and investors?</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/the-key-takeaways-from-a-highly-anticipated-budget/">The key takeaways from a highly anticipated Budget</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/lgps-england-wales-low-risk-funding-index-30-september-2024-results/">LGPS (England & Wales) Low-Risk Funding Index: 30 September 2024 results</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/news/isio-quarterly-october-2024/">Isio Quarterly October 2024</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/news/isio-acquires-k3-advisory-to-bolster-risk-settlement-capabilities/">Isio acquires K3 Advisory to bolster risk settlement capabilities</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/changing-dynamics-for-in-house-pensions-managers/">Changing dynamics for in-house pensions managers</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/royal-mail-delivers-a-return-to-collectivism/">Royal Mail delivers a return to collectivism</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/insights/royal-londons-entry-into-the-bulk-annuity-market/">Get your benefits right or risk losing top talent</a></li> </ul> <div> <div class="mega-menu-image w-[350px]"> <a class="image-link" href="https://www.isio.com/2024/02/29/outpacing-change/"> <div class="relative overflow-hidden object-cover w-full h-[220px]"> <img width="366" height="187" src="https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-366x187.png" class="w-full h-full object-cover" alt="" decoding="async" fetchpriority="high" srcset="https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-366x187.png 366w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-300x153.png 300w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-1024x523.png 1024w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-768x392.png 768w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-1536x784.png 1536w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-720x368.png 720w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-95x49.png 95w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-354x181.png 354w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-980x500.png 980w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail-170x87.png 170w, https://www.isio.com/app/uploads/2024/02/Outpacing-change-thumbnail.png 1735w" sizes="(max-width: 366px) 100vw, 366px" /> <div class="absolute bottom-0 left-0 px-5 py-1 bg-white/80"> <span class="text-base text-brandGreen font-semibold uppercase">post</span> <span class="text-base 2xl:text-lg pl-6 text-black">Outpacing change</span> </div> </div> </a> <a class="featured-link" href="https://www.isio.com/2024/02/29/outpacing-change/">Outpacing change</a> </div> </div> <div></div> <div class="vertical-divider"></div> <div class="pb-8 pt-4 w-full"><button class="close-mega-menu mx-auto block"> <svg xmlns="http://www.w3.org/2000/svg" width="21" height="21" viewBox="0 0 21 21" fill="none"> <path d="M1 1L19.5 19.5" class="stroke-white" stroke-width="2" stroke-linecap="round"/> <path d="M20 1L1.5 19.5" class="stroke-white" stroke-width="2" stroke-linecap="round"/> </svg></button></div> </div> </div> </section> </li><li class='flex items-center has-mega-menu menu-item menu-item-type-post_type menu-item-object-page'><div class="relative flex items-center h-full menu-link-wrapper"><a href="https://www.isio.com/about-us/">About us</a></div><section class="mega-menu hidden bg-brandGreen text-white"> <div class="lg:container md:mx-2 lg:mx-auto"> <div class="grid grid-cols-[290px,_10px_,1fr,_auto] xl:grid-cols-[300px,_10px_,1fr,_auto] justify-between"> <div x-data class="intro-text pt-8 w-[300px] pr-7"> <h2 class="text-2xl xl:text-4xl font-semibold mb-8">Find out more about Isio</h2> <p class="leading-6 2xl:leading-6 font-light text-base 2xl:text-lg ">An industry-leading challenger, providing Pensions, Benefits, Investment and Wealth services – ensuring better outcomes for our clients.</p> </div> <div class="vertical-divider"></div> <ul class="columns-2 gap-x-10 pt-12 pl-[3cqw] pr-5"> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/about-us/our-vision-and-values/">Our vision and values</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/about-us/sustainability/">Sustainability</a></li> <li class="pt-1.5 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srcset="https://www.isio.com/app/uploads/2023/11/image_2023-11-13_111029142.jpg 1920w, https://www.isio.com/app/uploads/2023/11/image_2023-11-13_111029142-300x125.jpg 300w, https://www.isio.com/app/uploads/2023/11/image_2023-11-13_111029142-1024x427.jpg 1024w, https://www.isio.com/app/uploads/2023/11/image_2023-11-13_111029142-768x320.jpg 768w, https://www.isio.com/app/uploads/2023/11/image_2023-11-13_111029142-1536x640.jpg 1536w" sizes="(max-width: 366px) 100vw, 366px" /> <div class="absolute bottom-0 left-0 px-5 py-1 bg-white/80"> <span class="text-base text-brandGreen font-semibold uppercase">insight</span> </div> </div> </a> <a class="featured-link" href="https://www.isio.com/insights/isio-insights-maximising-value-from-employee-benefits/">Maximising value from employee benefits</a> </div> </div> <div></div> <div class="vertical-divider"></div> <div class="pb-8 pt-4 w-full"><button class="close-mega-menu mx-auto block"> <svg xmlns="http://www.w3.org/2000/svg" width="21" height="21" 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One team.</h2> <p class="leading-6 2xl:leading-6 font-light text-base 2xl:text-lg ">Isio is built by challengers, innovators and forward-thinkers, striving to deliver higher levels of financial confidence.</p> </div> <div class="vertical-divider"></div> <ul class="columns-2 gap-x-10 pt-12 pl-[3cqw] pr-5"> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/careers/">Our careers</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/careers/early-careers/">Early careers</a></li> <li class="pt-1.5 break-inside-avoid "><a class="font-light text-base xl:text-lg leading-5.5 xl:leading-5.5" href="https://www.isio.com/careers/our-locations/">Our locations</a></li> </ul> <div> <div class="mega-menu-image w-[350px]"> <a class="image-link" 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has-post-thumbnail hentry success-story-category-case-studies"> <div class="entry-content prose prose-neutral max-w-none prose-a:text-primary"> <section class=" bg-brandGreen "> <div class="page-header relative bg-no-repeat no-header-image "> <div class="container pb-14 pt-5 md:pt-14 lg:py-0 relative flex h-full items-center "> <div class="breadcrumb hidden lg:block absolute top-3.5 "> <span><span class="bc-link"><a href="https://www.isio.com/">Home</a></span> <span class="bc-seperator">»</span> <span class="bc-link"><a href="https://www.isio.com/success-stories/">Success stories</a></span> <span class="bc-seperator">»</span> <span class="breadcrumb_last" aria-current="page">Effectively addressing the needs of a private client</span></span> </div> <div class="max-w-[600px] text-white flex-col text-left pt-16 pb-8 lg:pt-28 lg:pb-20"> <div class="headings flex flex-col-reverse gap-2"> <h1 class="mb-4 h1"> Effectively addressing the needs of a private client </h1> <h2 class="text-2xl uppercase"> Private Capital </h2> </div> </div> </div> </div> </section> <section class="text-wrapper text-block medium-width "> <div class="container"> <div class="acf-innerblocks-container"> <h2 class="wp-block-heading" id="h-the-challenges-the-client-was-facing">The challenges the client was facing</h2> <ul class="wp-block-list"> <li>At Isio, we have effectively addressed the needs of a private client who recently sold their multi-generational family business and experienced a substantial increase in their wealth.</li> <li>Our dedicated team worked closely with the client to understand their financial goals and risk tolerance, and meticulously modelled a bespoke portfolio that targets an investment return above the inflation rate.</li> <li>This ensured that the strategy remained effective and relevant by providing stable growth and preserving wealth for future generations.</li> <li>This strategic approach has enabled us to transform their immediately realised wealth into a sustainable financial legacy.</li> </ul> <div class="spacer bg-transparent small"></div> <h2 class="wp-block-heading" id="h-our-thinking-in-response"><strong>Our thinking in response</strong></h2> <ul class="wp-block-list"> <li>We utilised our proprietary modelling tool, NOVA, to guide our client through their newfound wealth.</li> <li>By applying unique insights and innovative thinking, we developed an optimal solution. NOVA’s comprehensive risk/return analysis allowed us to craft a carefully balanced portfolio that targeted our client’s objectives.</li> <li>We deemed risk mitigation and long-term growth to be paramount, hence, we proposed a blend of assets that minimised exposure to significant market downturns.</li> <li>We maintained a focus on the liquidity of the portfolio, assuring that it catered to the cashflow requirements of our client, thereby affording them both the accessibility and the security desired.</li> <li>This cutting-edge approach led us to fulfil their goal of preserving wealth for future generations.</li> </ul> <div class="spacer bg-transparent small"></div> <h2 class="wp-block-heading" id="h-our-solution"><strong>Our solution</strong></h2> <ul class="wp-block-list"> <li>We have crafted a solution tailored to the unique needs of our client, incorporating a diversified portfolio comprising of seven distinct asset classes from various corners of the investment universe.</li> <li>These asset classes span global equities, infrastructure and private debt, offering a balanced mix of both public and private assets.</li> <li>Our deep dive into these asset classes assures of their ability to provide the desired investment return.</li> <li>The strategy not only mitigates individual asset risks but also paves the way for a stable growth trajectory, thereby preserving wealth for future generations.</li> <li>The strategic allocation of these assets also ensures our client’s portfolio remains resilient against unexpected market fluctuations, thus providing optimal investment security.</li> </ul> <div class="spacer bg-transparent small"></div> <h2 class="wp-block-heading" id="h-improvements-in-financial-confidence-nbsp"><strong>Improvements in financial confidence </strong></h2> <ul class="wp-block-list"> <li>Through our bespoke solution, we have achieved substantial success with this portfolio.</li> <li>Our innovative asset allocation and strategic approach led to a significant 40% reduction in risk compared to the traditional portfolio mix of 60% equities and 40% bonds.</li> <li>This prudent risk management not only preserved the value of the portfolio during market volatility but also ensured steady growth.</li> <li>2022 saw a triumphant performance as our curated portfolio outperformed the 60% equities / 40% bonds portfolio by over 10%.</li> <li>This exceptional performance underscores our commitment towards crafting solutions that cater to the individual needs of our clients, while ensuring robust growth and wealth preservation.</li> </ul> </div> </div> </section> <section class="bg-grey-dient"> <div class="pt-20"> <div class="container grid md:grid-cols-2 md:gap-36"> <div> <h2 class="text-brandGreen-100 text-[2.875rem] font-semibold mb-12 leading-[4.25rem] md:text-[4.75rem]">Get in touch </h2> </div> <div> <p class="text-black text-[1.1875rem] font-normal mb-4"></p> </div> </div> </div> <div class="container hidden md:block pt-16 pb-10"> <div class="flex flex-row justify-start"> <div class="text-black transition-opacity duration-500"> <img decoding="async" class="h-72 w-72 mx-auto rounded-full max-w-none mb-5 object-cover" src="https://www.isio.com/app/uploads/2023/11/Remove-background-project-35.png" alt="Image"> <strong class="text-brandGreen-100 text-[1.175rem] font-medium">Rob Agnew</strong> <p class="text-black text-lg font-light mb-2">Partner & Head of Private Capital</p> <p class="text-black mb-3"></p> <p class="text-black text-lg font-light"></p> <a class="text-brandGreen-100 block hover:underline text-lg font-light" href="mailto:Rob.Agnew@isio.com">Rob.Agnew@isio.com</a> <a href="https://www.isio.com/person/rob-agnew/" class="mx-auto btn-primary btn-outline mt-10">See full profile</a> </div> </div> </div> </div> <div class="hidden md:block container text-center pt-5 md:pb-40"> <a class=" mx-auto btn-primary " href="/our-people">Our people</a> </div> </section> <section class="md:hidden bg-grey-dient pt-10"> <div class="container quoteSwiper overflow-hidden"> <div class="flex justify-center w-full pt-16"> <div class=""> <div class="text-black transition-opacity duration-500 flex flex-col justify-center"> <img decoding="async" class="h-72 w-72 mx-auto rounded-full max-w-none mb-5 object-cover" src="https://www.isio.com/app/uploads/2023/11/Remove-background-project-35.png" alt="Image"> <strong class="text-brandGreen-100 text-[1.175rem] font-medium">Rob Agnew</strong> <p class="text-black text-lg font-light mb-2">Partner & Head of Private Capital</p> <p class="text-black mb-3"></p> <p class="text-black text-lg font-light"></p> <a class="text-brandGreen-100 block hover:underline text-lg font-light" href="mailto:Rob.Agnew@isio.com">Rob.Agnew@isio.com</a> <a href="https://www.isio.com/person/rob-agnew/" class="mx-auto btn-primary btn-outline mt-10 items-center ">See full profile</a> </div> </div> </div> </div> <div class="md:hidden container text-center mt-20 mb-8"> <a class=" mx-auto btn-primary " href="/our-people">Our people</a> </div> </section> <section class="py-24 lg:py-40 bg-brandGrey-100"> <div class="container md:grid md:grid-cols-2 mb-12 gap-6"> <div> <h2 class="font-semibold text-brandGreen text-5xl mb-6 lg:text-7xl ">Explore the right service for you</h2> </div> <div> <p class="text-brandGreen text-lg lg:pt-3.5">An ever-changing and uncertain world</p> </div> </div> <div class="container grid md:grid-cols-3 gap-6"> <div class="service_block transparent animate-me move-up step-1"> <a href="https://www.isio.com/private-capital/" class="block bg-white h-full border-brandGreen hover:bg-brandGreen border-l-4 border-solid"> <p class="card-heading text-brandGreen text-2xl font-semibold pb-6 relative"><span class="w-[85%] block">Private Capital</span> <svg class="absolute right-0 top-[7px]" width="28" height="23" viewBox="0 0 28 23" fill="none" xmlns="http://www.w3.org/2000/svg"> <path id="outside link" d="M26.6875 11.5L0.371704 11.5M26.6875 11.5L16.0973 1M26.6875 11.5L16.0973 22" stroke="#00BA8D" stroke-width="2" stroke-linejoin="round"/> </svg> </p> <p class="text-black text-lg font-light">A different approach to managing your investments.</p> </a> </div> </div> </section> <div class="get-in-touch md:h-[250px] bg-no-repeat bg-bottom xl:bg-left-bottom bg-brandGreen-light py-14 md:py-0"> <div class="container text-white flex flex-col md:flex-row items-center space-between h-full"> <div class="flex flex-col xl:flex-row items-center md:items-start xl:items-center"> <h2 class="text-left text-5xl xl:basis-[400px] mb-8 xl:mb-0">Get in touch</h2> <p class="text-2xl px-5 md:px-0 xl:basis-[320px] mb-6 md:mb-0">Talk to us today to see how our bolder thinking can get you better results</p> </div> <div class="flex flex-col xl:flex-row items-center"> <a href="tel: +44 (20) 7123 6000" class="xl:w-[280px] font-semibold text-[26px] whitespace-nowrap">+44 (20) 7123 6000</a> </div> </div> </div> </div> </article> </main> </section> </div> <footer 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Effectively addressing the needs of a private client - Isio