14th October 2024
Attivo has appointed its first CEO, Jo French, marking a significant milestone in the company’s growth strategy. With over 25 years of global experience in financial services, French will lead the company’s efforts to improve operations and oversee its investment platform strategy. She joins from Schroders, where she held senior roles, including Business Transformation Director, and brings extensive knowledge in mergers, acquisitions, and operational leadership.
French commented on her new role: "As client requirements become more complex and technology evolves, it is essential that the advice landscape is shaped to reflect the dynamic challenges of the modern family.” She added that she is excited to help Attivo put lifestyle financial planning at the heart of the UK advice market.
Attivo chairman Stephen Harper, who will continue to lead the business strategy, emphasised French’s ability to propel the company’s ambitious plans forward: "Jo shares our passion for advice, our hunger for innovation, and our determination to lead the industry from the front.”
As Attivo accelerates its growth into 2025, this leadership change is expected to bring a fresh perspective and drive the company’s success.
At Chapters Capital, we specialise in financial planning and wealth management M&A. We recognise the critical role that experienced leadership plays in driving growth. Whether through mergers, acquisitions, or technological advancements, having the right partners is essential for success. Contact one of our professional associates today for a confidential, no-obligation consultation to discuss how we can support your next steps.