Isio has appointed Mike Parker as Head of Region for the Midlands and Phil Berry as Head of Region for the North within its Investment Management business, as it continues to expand its presence in the intermediary market.
The appointments reflect growing demand from financial advisers for Isio’s investment capabilities, with both hires focused on strengthening relationships with intermediaries and supporting the continued growth of the firm’s Wealth business across their respective regions.
Mike joins from Timeline Portfolios, where he was Regional Director, and Phil joins from Sarasin & Partners LLP, where he was Senior Regional Sales Manager. Together, they bring extensive experience of the UK IFA market, deep regional links and a strong track record of building long-term partnerships with intermediaries.
Their appointments come as Isio continues to build out its Model Portfolio Service (MPS), which extends the firm’s institutional investment expertise to the IFA and wealth market. The flagship range includes seven multi-asset portfolios, with further flexibility available in how advisers can access Isio’s investment approach through bespoke and white labelled solutions.
Mike Hanlon, Head of Distribution for Wealth at Isio, said: “Mike and Phil join us at an important point in the growth of our Investment Management business. We are seeing increasing engagement from advisers who are looking for robust, governance-led investment solutions, and their experience and regional insight will be key as we continue to scale our presence in the intermediary market.”
Mike Parker, Head of Region for the Midlands, said: “I’m excited to help bring Isio’s extensive institutional experience to the Midlands IFA market as advisers continue to look for straightforward, reliable ways to help their clients succeed.”
Phil Berry, Head of Region for the North, said: “I’m delighted to join Isio and support the continued growth of the business. With Isio’s institutional investment expertise, we are bringing something genuinely different to the retail market. I’m looking forward to introducing the firm to adviser firms across the North.”
