# Attivo

Attivo is a Bank / Wealth / Trust based in Corona, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Corona, United Kingdom
- **Region:** Europe
- **Address:** Cheltenham, United Kingdom
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** attivo.co.uk
- **LinkedIn:** https://www.linkedin.com/company/attivo-group

## About

Attivo is an SEC-registered investment adviser in Corona, CA. It manages approximately $10 million in regulatory assets. The firm has 4 employees and 1 investment adviser.

## People

- Stephen Harper — Group Chief Executive Officer

## Questions

### Who runs investment decisions at Attivo?

Attivo operates a centralised investment proposition managed by an in-house investment committee. The committee governs the strategic and tactical asset allocation across the firm's discretionary portfolios. Stephen Harper, as Group CEO, oversees the broader business strategy, while Chartered financial planners deliver client-specific advice.

### How did Attivo expand its national footprint?

Attivo expanded primarily through acquiring regional independent financial adviser firms, particularly after its 2021 AIM listing provided acquisition currency. It integrated these practices under a common brand, centralising investment management and compliance. Notable acquisitions included Argent Financial in 2022, extending its presence in the South West of England.

### What is Attivo's investment approach?

Attivo employs a multi-asset investment approach blending active and passive strategies. Portfolios are managed on a discretionary basis by its in-house team, targeting real returns above UK inflation. The firm constructs portfolios across equities, fixed income, and alternative assets, tailored to individual client risk profiles through its Chartered financial planning arm.

### Who owns Attivo following the 2024 transaction?

Attivo is now owned by Panoramic Wealth, a wealth consolidation platform. Panoramic Wealth is itself backed by Pollen Street Capital, a UK-based private equity firm. This structure effectively makes Attivo a portfolio company within a larger buy-and-build strategy in the UK wealth management sector.

### Does Attivo manage funds for institutional allocators?

Attivo's primary client base is individual retail investors, including high-net-worth families, rather than institutional allocators. Its services focus on financial planning, pensions, ISAs, and discretionary portfolio management for private clients. There is no public record of the firm managing dedicated institutional mandates or pooled institutional funds.

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Last updated: 2026-06-03T20:00:00.000Z

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