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Mattioli Woods

A Fylde Coast Golden Hour Reflection of Blackpool Tower and North Pier on a calm still early evening glow.

Companies | 19 Sep 23

UK wealth manager acquires Blackpool-based financial planner

For an initial consideration of £0.71m ($0.88m, €0.82m)

Companies | 20 Apr 23

UK wealth manager buys financial planning business for £15m

Deal adds over £635m in assets under advice and administration

Companies | 12 May 22

Mattioli Woods subsidiary buys Scottish advice firm

Company hopes to ‘explore other opportunities within the market’

Companies | 17 Dec 21

UK wealth manager eyes ‘bolt-on’ acquisitions

As well as ‘more substantial opportunities in the longer term’

Companies | 21 Sep 21

PEOPLE MOVES: Lombard Odier, Aviva, Marlborough

Wealth firm names managing director of Italian private banking, as insurer makes c-suite changes

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.