UK wealth management and employee benefits firm Mattioli Woods has announced its integration with Kingswood Group under the Mattioli Woods brand following the merger in October 2025.
The unified businesses have complementary capabilities across wealth planning, investment management and employee benefits.
As a combined group, Mattioli Woods has £25bn in assets under management, administration and advice, serves more than 30,000 clients and employs over 200 financial advisers across a network of more than 40 offices nationwide.
Mattioli Woods will continue to invest in technology and tools to better support clients’ evolving needs as it seeks to bolster its position as a top national wealth manager.
Peter Mann, CEO of Mattioli Woods, said: “Bringing both businesses under a single brand, with a shared vision and aligned values, is a significant milestone in our journey.
“It strengthens our ability to deliver a more integrated, high-quality experience for our clients while supporting our ambition to become a £60bn national wealth manager. By combining the expertise and talent of both organisations, we are well positioned to accelerate innovation, deepen our insight-led approach and continue delivering long-term value for our clients.”
