Charlotte is the Chief Investment Officer of Attivo Investments, where she leads the firm’s investment philosophy, proposition design, strategic development and investment oversight.

With more than 20 years of experience in investment management and financial services, she has built and launched investment propositions, led investment businesses and worked closely with financial planning firms to improve client outcomes.

Charlotte leads Attivo Investments with a clear belief that investment management should support the broader objectives of financial planning. She leads investment governance, portfolio oversight, strategic partnerships and the continued evolution of the firm’s planning-led investment philosophy.

Her focus is on helping financial planners deliver better long-term outcomes by aligning investment solutions with the needs and objectives of their clients.

Tim leads the development and enhancement of Attivo Investments solutions and proposition architecture.

Working closely with advisers, investment partners and the wider Attivo team, he helps ensure portfolios remain aligned with their objectives while continuing to evolve in response to changing client needs and market conditions.

Tim plays a key role in translating investment expertise into practical solutions that support financial planning and improve client outcomes.
His focus is on ensuring Attivo Investments solutions remain robust, relevant and aligned with the long-term needs of planners and their clients.

Nolan is responsible for the oversight and delivery of Attivo Investments model portfolio solutions.

He works closely with advisers, platforms and investment partners to ensure portfolios remain aligned with their stated objectives and continue to support client outcomes over time.

Nolan plays an important role in portfolio monitoring, investment communications and adviser engagement, helping planners remain informed and confident through different market environments.

His focus is on delivering a high-quality investment experience that supports advisers and their clients throughout their investment journey.

Amy oversees the compliance framework and regulatory oversight activities of Attivo Investments.

Working closely with the Board, Executive Committee and external partners, she supports the firm’s commitment to maintaining high standards of governance, regulatory compliance and client outcomes.

Amy plays an important role in the ongoing monitoring of regulatory obligations, Consumer Duty requirements and the continued development of Attivo’s governance framework as the business grows.

Charlotte supports the investment team across research, analysis and investment monitoring activities.

Working closely with senior members of the investment team, she contributes to portfolio oversight, investment research and the ongoing development of Attivo Investments proposition.

As part of Attivo Investments commitment to developing future investment talent, Charlotte is building experience across investment management, portfolio construction and financial markets.