Appointment of C-Suite Duo at Attivo

Attivo signals growth ambitions with appointment of C-Suite duo

Attivo has announced the appointment of two new members to its Board of Directors, further highlighting its ambitious plans for growth and innovation. The expansion of the board sees Mark Knowlton join as Chief Technology Officer (CTO), with Charlotte Watson taking up the role of Chief Investment Officer (CIO).

Attivo, a leading Chartered independent lifestyle financial planning business provides clients access to independent, unbiased advice that supports them in achieving the lifestyle they want for themselves and their families.

Charlotte Watson, Chief Investment Officer

Charlotte Watson has more than 17 years’ experience in the industry and re-joins Attivo from Sound Financial Management where she was Head of Investment and Compliance. Charlotte has a proven record of creating, redesigning and managing financial services businesses including investments, financial advice and compliance by successfully embedding new cultures, increasing productivity and profitability and creating value within regulatory frameworks. Charlotte will be looking to further develop Attivo’s investment proposition to deliver enhanced value for our clients. This includes creating investment solutions designed specifically to meet the requirements of diverse client segments while also strategically reducing the cost of our investment offerings.

Charlotte Watson, Chief Investment Officer at Attivo comments: “Having previously spent four years at Attivo, it’s incredibly exciting to be back. The passion and energy of the team is unparalleled, and so too is the opportunity for the business. With the focus on transforming how advice is provided in the UK, Stephen has built a hugely experienced team and I’m excited to be part of such an ambitious company.”

Mark Knowlton, Chief Technology Officer

Mark Knowlton joins from AFH Wealth Management where he held the role of Chief Operating Officer. His career spans both smaller growth businesses and large multi-nationals, having also worked at the likes of Openwork, Macquarie Bank, and AXA UK, Mark has a strong track record of driving complex business transformations and delivering exceptional client service. Leading multi-disciplined teams to success, he also has a keen focus on creating outstanding client experiences and fostering a culture of diversity and inclusion within the workplace. Mark will play a pivotal role in steering Attivo’s technological innovation and strategic growth initiatives in the coming years.

Mark Knowlton, Chief Technology Officer at Attivo comments: “The team at Attivo, is hugely ambitious and passionate about using technology to transform the way we serve clients more efficiently and innovatively whilst retaining our close and highly valued Financial Planner client relationships. There’s a real opportunity to reshape the UK’s financial advice landscape. Joining the team at this juncture is pivotal to taking Attivo through its next phase of growth and I’m looking forward to using my experience to help drive the business, and the industry, forward.”

If you’d like to explore your options for financial planning, why not talk to Attivo? Our team of Chartered Financial Planners happy to help to make the process a smooth one. Call us on 01242 585444 or clientservices@attivo.co.uk.