A new investment platform for financial planners, Attivo Investments, has announced its launch to the market.
Attivo Investments said it is aiming to redefine the investment management landscape by delivering cost-effective, value-driven services for advisers that link directly with the financial planning journey.
Stephen Harper will lead the 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.
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.”
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