Mattioli Woods, the wealth management, SIPPs and employee benefits business, has build up a substantiall cash pile of £23m which it may use to fund further acquisitions, is says.
SIPP specialist and wealth manager Mattioli Woods has slimmed down its board in an overhaul that will see two directors step down.
Sipps specialist and wealth manager Mattioli Woods has announced a deal to buy specialist fund manager Amati Global Investors Limited from Amati Global Partners LLP for £3.33m.
Mattioli Woods has shaken hands on a new five-year deal with BNY Mellon’s Pershing to help safeguard client investments.
About £100m worth of Stadia Sipps schemes will be wound down after Mattioli Woods was appointed to administer the process.
Mattioli Woods increased its Sipp and SSAS funds under trusteeship by £68.5m from May to November last year, it reported this morning, as it eyed further acquisitions.
The founder of a Sipp provider says many retirees will have soured on their plans to invest in buy to let homes after the Autumn Statement.
Sipp provider Mattioli Woods has agreed an £8,300,000 deal to take over SSAS and Sipp administration firm Taylor Patterson.
There will be a shift in the Sipp sector towards firms either restricting their offering to standard assets or offering a full Sipp investment offering including non-standard investments, an industry expert has forecast.
A director at Mattioli Woods has confirmed his firm is holding talks with troubled Sipp providers and the FCA to look at possible solutions ahead of the revamped capital adequacy rules taking effect next year.
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