Mattioli Woods is a UK provider of wealth management and employee benefits. By building long-term relationships, our aim is to provide trusted advice, high standards and personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team. Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan. We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’
Richings Financial Management provides a comprehensive financial planning service for all investment and protection which are required.
Ludlow Wealth Management Group
Acquisition in 2021
Ludlow Wealth Management Group is a financial planning firm based in the North West of England, specializing in wealth management services for medium to larger corporations. With over £850 million in assets under management and a client base exceeding 2,000, the company is recognized for its strong commitment to client service. Ludlow offers a comprehensive range of services, including financial planning, investment advice, portfolio management, and pension advice, all designed to help clients achieve financial peace of mind.
Maven Capital Partners UK
Acquisition in 2021
Maven Capital Partners UK is an independent alternative asset manager headquartered in Glasgow, Scotland, with a significant presence across the UK through its regional offices. Established in 2009 following a buyout of the Aberdeen Asset Management private equity business, Maven manages over £415 million in assets. The firm specializes in providing flexible equity and loan financing solutions to small and medium-sized enterprises (SMEs) and the property sector. Its financing activities include management buy-outs, acquisitions, development capital, buy-and-build projects, and business expansion. Maven supports entrepreneurial ventures at various stages of growth, offering funding packages that range from £100,000 to £15 million. Additionally, the firm presents attractive investment opportunities, including tax-efficient investments and direct co-investment in private equity and property transactions, making it one of the most active private equity managers in the UK’s lower mid-market segment.
Caledonia Asset Management
Acquisition in 2021
Caledonia Asset Management Ltd is a financial services firm that specializes in asset management. The company provides a range of services aimed at individual, executive, and corporate clients, focusing on financial planning, investment management strategies, and pension and employee benefit solutions. With an emphasis on offering pragmatic and sensible financial advice, Caledonia Asset Management aims to deliver value to its clients through tailored solutions that meet their specific needs.
Montagu Financial Management
Acquisition in 2021
Montagu Financial Management offers fee-based financial planning and administration services to over 150 private and corporate clients in London and the South East of England. The company specializes in employee benefits and provides advisory services on various financial areas, including pensions, investments, and insurance. By focusing on personalized financial plans, Montagu aims to align its clients' financial strategies with their lifestyle goals, ensuring tailored solutions that meet their unique needs.
Tiller Group
Corporate Round in 2021
Tiller Group is a provider of software services to wealth management technology business.
BDO North Ireland - wealth management business
Acquisition in 2021
BDO North Ireland - wealth management business is a provider of wealth management services.
Amati Global Investors
Funding Round in 2017
Amati Global Investors is a specialist fund management firm based in Edinburgh, focusing on UK small and mid-sized companies. The firm invests in a range of securities, including those listed on the FTSE Mid 250, FTSE Small Cap indices, and the Alternative Investment Market (AIM). Amati offers various investment products, such as the TB Amati UK Smaller Companies Fund, two AIM Venture Capital Trusts, and an AIM Inheritance Tax portfolio service. The firm's investment strategy emphasizes generating tax-free capital gains and income by building a diversified portfolio that includes companies from multiple sectors, including oil and gas, healthcare, technology, and financial services.
Kingswood Holding
Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.
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