Isio has announced that Dan Thomas has officially assumed the role of Group Chief Executive Officer as the pensions, wealth and employee benefits firm enters its next phase of growth.
Thomas joins Isio following six years in which the business has established a significant position across pensions and investment while expanding its capabilities in wealth, employee benefits and technology-enabled solutions.
According to Isio, the firm has grown to nearly 1,500 people across 10 UK offices and has delivered sustained double-digit revenue growth since its launch in 2020. Isio expects to report revenue well in excess of £200 million for the current financial year, building on a five-year revenue compound annual growth rate of 21%.
As Group CEO, Thomas will lead the development of Isio's next long-term growth strategy, with a focus on strengthening its existing market positions while accelerating growth across adjacent areas.
A key priority will be building a more diversified business by bringing together Isio's pensions, wealth and employee benefits capabilities around evolving client needs. The firm plans to pursue this expansion through organic growth, complemented by targeted investment and selective acquisitions intended to add capabilities in high-value markets.
Technology, artificial intelligence and data are also expected to play an increasingly important role in Isio's future development. The firm sees opportunities to use technology not only to improve productivity, but also to connect its expertise and data more effectively, generate deeper insight and develop new approaches to delivering advice and solutions to clients.
Recent investments, including the acquisition of AI-driven fintech Collidr and Trafalgar House Pensions Administration, form part of Isio's continued investment in expanding its capabilities and developing a broader advisory platform.
Dan Thomas, Group Chief Executive Officer of Isio, commented:
“I am incredibly excited to officially start as CEO of Isio. What drew me to Isio was the strength of the platform that has been built, combined with brilliant people and a huge market opportunity. Over the past few months, I have had the chance to immerse myself in that opportunity by spending time with our teams, clients and partners.
“Isio has grown rapidly over the past six years, but there is significantly more we can do. We have a very strong position in pensions, which will remain fundamental to the business, alongside exciting opportunities to accelerate our growth in wealth, investment advisory, employee benefits and other adjacent markets.
“My ambition is to build a larger, more diversified and increasingly technology-enabled Isio. AI and data will be an important part of that, helping us unlock deeper insight, improve how we work and develop new ways to solve client problems.
“Alongside continued organic growth, we will invest in new capabilities and be prepared to acquire where that strengthens what we can offer clients. My immediate priority is to listen and learn across our 10 offices as we build towards our long-term goals together.”
Chris Woodhouse, Chairman of Isio, added:
“Dan is an outstanding appointment as CEO to lead Isio. He combines deep professional services experience with strong commercial instincts, significant private equity exposure, and a modern perspective on how technology and AI will reshape advisory businesses over the coming decade.
“Dan joins at an important point in the firm's development. We have built a business with significant scale and strong positions across our markets. The opportunity now is to build on that platform with even greater ambition. We warmly welcome Dan as he leads the firm into its next chapter.”
Source: Isio