Bedell Cristin has represented Isio, a pensions, employee benefits, wealth and investment management advisory firm, on the Jersey law aspects of its acquisition of Collidr, a UK fintech and investment management company.
Completion remains subject to regulatory approval.
Isio is backed by Aquiline, a private investment specialist focused on financial services and technology. Its Model Portfolio Service provides financial advisers with investment portfolios as an alternative to conventional wealth offerings.
Isio also offers discretionary fund management for family offices.
The acquisition will add Collidr’s co-manufacturing capabilities and AI-driven asset management operations to these existing services.
Collidr operates an FCA-regulated asset management business managing more than £3.8 billion across bespoke and ready-made model portfolios, alongside a technology business focused on digitising investment processes and supporting systematic investment decisions.
The Bedell Cristin deal team worked on the transaction alongside Reed Smith, Isio’s UK counsel, and was led by Guy Westmacott (pictured), Head of Jersey Corporate at Bedell Cristin, together with partner Richard Le Liard and senior associate Emily Nieuwburg.
