Mattioli Woods and Kingswood to merge
Combined firm will serve over 25,000 clients
Mattioli Woods
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Mattioli Woods shareholders give green light to Pollen Street acquisition
The deal values AIM-listed Mattioli Woods at £432m
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Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
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T. Rowe Price to run income model portfolio for Mattioli Woods
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
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Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
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Mattioli Woods buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
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Mattioli retains inflows despite AUM dip
Revenue was up 10% on H1 2022