Isio appoints Suzy Neubert as Non-Executive Director

Pensions consultancy Isio has continued its early growth with the arrival of Suzy Neubert. She becomes a Non-Executive Director as Isio looks to develop its sustainability strategies.

Having been formed from a management buyout of KPMG’s pensions practice, actuarial consultancy Isio started independent life in 2020. The firm launched with more than 1,000 clients, ranging from mid-sized companies to FTSE 100s – and to build on this early momentum, Isio has committed to a rapid expansion campaign through 2021.

The latest move to grow the firm’s footprint has seen Suzy Neubert join its Board. Working as a Non-Executive Director, she will help shape Isio’s wealth, ESG, marketing and diversity strategies in particular.

Roger Siddle, Isio Chairman, commented, “We are very pleased to welcome Suzy to the Board, who will bring a new perspective to the table with her unique insight of the wider investment market. Suzy knows the business well, and we are confident she will help us achieve our ambitious growth plans at pace.” 

Neubert has worked as a Special Advisor to the Isio investment team since March. Her appointment to the Board brings more than 30 years of knowhow to the firm’s leadership.

She specialises in capital markets and asset management, having been responsible for distribution at JO Hambro Capital. Prior to this, Neubert was a Managing Director of Equity Markets at Merrill Lynch. She has also worked with the Witan Investment Trust since 2012.

Commenting on her arrival, Neubert remarked, “The team have impressive plans and my role will be to help them stretch their thinking to deliver the best outcomes for our people and our clients.” 

The news comes after Isio recently announced the acquisition of Premier Pensions Management. The acquired business will help Isio provide a broader spectrum of pensions and financial advisory services to companies and individuals. Earlier in the autumn, the firm also appointed its first permanent CTO, Matt Glover.