Displaying items by tag: Mattioli Woods
Mattioli Woods chair to step down
Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.
Mattioli Woods set for more acquisitions
Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .
Mattioli completes delayed Ludlow Wealth takeover
Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.
Mattioli delays wealth manager takeover
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
Mattioli buys Bucks adviser in £1.8m deal
The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods.
Mattioli completes acquisition of Maven
Wealth management and SIPP firm Mattioli Woods has completed its deal to acquire private equity firm and alternative asset manager Maven Capital Partners UK LLP.
Mattioli Woods raises £2m for acquisitions
Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.
Mattioli Woods in £110m double acquisition
Wealth manager and SIPP provider Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.
Mattioli buys Edinburgh wealth manager for £1.6m
Mattioli Woods, the wealth manager and SIPP provider, is on the acquisition trail again this week with a £1.6m deal to buy Edinburgh wealth manager and Financial Planner Caledonia Asset Management.
Mattioli Woods buys Financial Planner firm for £7m
SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.