ATTIVO
Attivo announces new CEO to join the board
We are delighted to announce the appointment of Jo French to the position of CEO, as we look to continue our ambitious growth trajectory and further our business expansion strategy into 2025 and beyond.
In her new role, Jo will lead the delivery of operational improvements through the deployment of new technology and an operational excellence change programme, to ensure the business continues to grow and improve the client experience and service. Jo will also take on the running of the investment operations team and will be responsible for Attivo’s investment platform strategy. Jo will be based in Attivo’s Cheltenham Head Office.
Jo joins the business with a sterling track record in the financial services sector and brings over 25 years of global business experience. She has held key leadership positions in the wealth division of a leading FTSE 100 investment management business, firstly as Chief Operating Officer at Benchmark Capital before then taking responsibility for the Complex Client and Commercial Portfolio in the role of Business Transformation Director at Schroders, overseeing M&A integrations, joint ventures, and OCIO business onboardings. Jo’s previous experience includes a range of technical and transformational leadership roles. This includes MD at specialist SIPP firm Pointon York, and MD for Operations and Service Recovery at Embark Group. She also spent 6 years with NFU Mutual Insurance.
Attivo Chairman Stephen Harper will continue in his role and lead the strategy for the business.
Jo French, CEO at Attivo, comments: “I’ve been hugely impressed by the unflinching focus throughout the business on better delivering for current and future clients. As client requirements become more complex, and technology evolves, it is essential that the advice landscape is shaped to properly reflect the dynamic challenges of the modern family. The team at Attivo is determined to put lifestyle financial planning firmly at the heart of the UK advice market. It’s hugely exciting to be asked to help make that happen.”
Stephen Harper, Chairman, Attivo comments: “We are a hugely ambitious business, with a significant growth plan already underway. The experience, attitude, and know-how that Jo brings is going to be hugely valuable as the business continues to expand and we navigate this next chapter. Jo shares our passion for advice, our hunger for innovation, and our determination to lead the industry from the front. It’s a significant endorsement of our strategy that she’s chosen to help execute it, and I look forward to us working together.”
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. Contact us today.