Pensions, worker advantages, wealth and funding consultancy Isio has introduced the appointment of Dan Thomas as its new CEO. From the start of September 2026, he’ll succeed Andrew Coles, who has headed the corporate for six years.
Wealth and funding advisory Isio began life as a carve out from a Large 4 agency, having gained independence from KPMG in early 2020. This yr, it celebrated a report annual revenue of £188 million, and passing six years because it’s Exponent-backed separation.
On the helm of these efforts has been Andrew Coles. Main the enterprise to a powerful place as one of many UK’s fastest-growing pensions, worker advantages, wealth and funding administration companies, Coles’ legacy features a five-year CAGR of 21% since Isio’s first leads to 2020, and a rising headcount of practically 1,500 folks throughout 10 UK places of work.
However as the agency seems to construct on this early momentum, Coles has determined the time is true to step down. Noting that the position has been “the spotlight of my enterprise profession”, the outgoing CEO stated from “creating a brand new model” to “establishing Isio as a number one drive available in the market”, he feels it has been “nice to have been a part of the event and development to the dimensions it’s at the moment.”
“It has been onerous work however massively thrilling,” Coles went on. “We’ve got created one thing completely different and particular available in the market. I’m delighted to be handing over to such a wonderful chief and sit up for watching Isio and its proficient workforce flourish below his management as I step again from a full-time executive position.”
Taking on the CEO place from September is Dan Thomas – who joins Isio with greater than twenty years of management expertise spanning skilled companies, consulting, outsourcing, and development transformation. His profession has included senior management roles at KPMG, Dell, Huntswood and the Administration Consulting Group.
Thomas has labored intently with a number of personal fairness backed companies, advising on development technique, business transformation and AI-enabled skilled companies. Extra lately he has helped to co-create the go-to-market technique for Unity Advisory, the PE-backed AI-native advisory agency. This expertise might be particularly necessary at Isio, as the agency seems to get probably the most from the current strategic acquisition of Collidr, geared toward enhancing Isio’s technology-led funding capabilities, demonstrates the agency’s robust urge for food for additional development and growth.
Thomas stated, “Isio is a extremely revered enterprise with distinctive shoppers, proficient folks and powerful market fundamentals. The convergence of adjusting consumer expectations, know-how and long-term structural shifts throughout pensions, worker advantages, wealth and funding administration presents a major alternative. What attracted me most was the power of the platform already constructed, alongside the chance to assist lead the enterprise into its subsequent part of development.”
Talking on each the change, Chris Woodhous, Isio’s chair, in the meantime emphasised Thomas’ “important personal fairness publicity and a contemporary perspective on how know-how and AI will reshape advisory companies over the approaching decade.” He added that the agency’s board believes there are “substantial development alternatives forward, bringing broader consumer choices to the market” which Thomas is “nicely positioned to steer the enterprise by.”
Source link
#Isio #appoints #Dan #Thomas #chief #executive #officer
