Chartered Planner owner launches investment firm
The Attivo Group, parent firm of Chartered Financial Planning firm Attivo, has launched a new investment firm in partnership with SEI.
The investment arm is not Attivo’s first foray into investment solutions.
Attivo’s chairman, Stephen Harper, leads the new business as CEO with Charlotte Watson in the role of chief investment officer. The pair previously launched Attivo Investment Management, which was sold to Quilter in 2017.
The firm has entered into a strategic partnership with SEI, using the firm’s Co-CIO solution.
It will initially offer three ranges of model portfolios focused on goal-based investing with competitive fee structures. The pricing will range from 25-64 bps combined.
Attivo Investments aims to “redefine the investment management landscape” by delivering value-driven services for advisers that link directly with the Financial Planning journey.
The firm said it looks to “empower Financial Planners” with solutions that take clients’ goal setting as a starting point for investment strategy as well as fulfilling all metrics for risk tolerance and returns.
Mr Harper said: “Our mission is clear: to provide Financial Planners with robust, scalable investment solutions that deliver tangible benefits to their clients. Attivo Investments has been designed to be a partner for Financial Planners, ensuring that we consistently deliver outcomes aligned with their clients’ goals. We have built an exceptional team to help make this vision a reality, and I’m incredibly excited about what the future holds.”
Attivo Investments operates separately from Chartered Financial Planning firm Attivo, but will share the same parent organisation. It has is own distinct governance and oversight structure separate from the group.