Founded in 2010, Kingswood is a London-based wealth management firm offering investment management, financial planning, estate planning, cash flow forecasting, retirement planning, insurance services, and bespoke portfolio solutions to private clients, institutions, trustees, and charities.
Etops is a Swiss wealth technology company that provides a modular platform for banks, wealth and asset managers, independent advisors, family offices, pension funds, and insurance firms. The platform delivers end-to-end capabilities for data analysis, monitoring, reporting, and fee management through a user-friendly interface. By simplifying operations and supporting compliance, Etops helps financial institutions improve client experiences and operational efficiency.
Mattioli Woods
Acquisition in 2024
Mattioli Woods is a UK-based provider of wealth management and employee benefit services, established in 1991 and headquartered in Leicester. The company operates through several key segments, including Pension Consultancy and Administration, Investment and Asset Management, Property Management, and Employee Benefits. It offers a comprehensive range of financial planning services, encompassing trust and estate planning, exit strategies, and executive financial counselling. Additionally, Mattioli Woods provides investment products tailored to client strategies, alongside self-invested personal pension schemes and trustee services. In the property sector, it delivers services such as real estate investment trusts, mortgage advice, and property insurance. The firm also specializes in employee benefits, offering pension and workplace savings solutions, health and wellbeing services, and employee engagement programs. By focusing on building long-term relationships, Mattioli Woods aims to deliver personalized advice and effective financial solutions for a diverse clientele that includes business owners and medium to large corporates.
Founded in 2010, Kingswood is a London-based wealth management firm offering investment management, financial planning, estate planning, cash flow forecasting, retirement planning, insurance services, and bespoke portfolio solutions to private clients, institutions, trustees, and charities.