Attivo Investments unveils to transform adviser market. Source: Shutterstock

Attivo Investments, an investment firm focused on redefining solutions for financial planners, has been launched.

Led by CEO Stephen Harper and chief investment officer Charlotte Watson, the firm offers a range of model portfolios designed to link directly with clients’ financial goals and deliver cost-effective, scalable outcomes.

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Harper stated: “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.”

Watson added: “Attivo Investments represents a fundamental shift in how we support financial planners and their clients. By focusing on goal-based investing and creating operating structures that prioritise efficiency and value, we’re able to meet the demands of both financial planners and today’s complex economic environment. Our collaboration with SEI—a backbone of the global financial services industry—is a testament to our commitment to delivering exceptional value to financial planners and their clients. In addition to their asset management capabilities, SEI’s proposition leverages their expertise to help drive our growth.”

Harper and Watson, who previously launched and sold Attivo Investment Management to Quilter in 2017, have assembled a team to deliver on this vision. Moreover, Attivo Investments operates independently of the Attivo Group but shares the same parent organisation.

The firm has partnered with global investment specialist SEI to leverage its Co-CIO (Chief Investment Officer) solution. This partnership supports Attivo’s three ranges of model portfolios:

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  • Low Cost: Six strategies using passive funds to provide market-aligned performance at competitive fees.
  • Core: Seven strategies with a manager-of-managers approach to enhance efficiency and manage capital gains tax.
  • APEX: Six unconstrained strategies for high-net-worth clients, incorporating private equity and hedge funds for higher potential returns.

With fees ranging from 25 to 64 basis points, these portfolios align with regulatory standards while focusing on delivering value and transparency for advisers and clients.

Ian Love, head of asset management for EMEA at SEI, shared: “In today’s economic environment, personalisation and access are no longer the exception to meeting investors’ financial goals—they’re requirements. Our strategic partnership with Attivo Investments’ is rooted in a vision of innovation, investment excellence, and a focus on client centricity.

The launch marks a significant step in empowering financial planners with innovative tools to align investment strategies with clients’ long-term goals.