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 AI-driven investment management company.
Completion remains subject to regulatory approval.
Isio is among the fastest-growing firms of its kind in the UK and is backed by Aquiline, a private investment specialist in financial services and technology.
Its Model Portfolio Service provides financial advisers with portfolios built to institutional standards as an alternative to conventional wealth offerings, supported by £300 billion in assets under advice or management and 20 years of experience supporting advisers.
Isio also offers discretionary fund management for family offices.
The acquisition adds Collidr's co-manufacturing capabilities and AI-driven asset management operations to these existing offerings.
Collidr was purpose-built for the investment adviser market and operates an FCA-regulated asset management arm managing more than £3.8 billion across bespoke and ready-made model portfolios, alongside a technology business that digitises investment processes, reduces bias, and supports systematic, intelligence-driven investment decisions.
The Bedell Cristin deal team worked on the deal alongside Reed Smith, Isio's UK counsel, and was led by Head of Jersey Corporate Guy Westmacott and partner Richard Le Liard, and senior associate Emily Nieuwburg.
Location: Jersey
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