Displaying items by tag: Mattioli Woods

Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.

SIPP and Financial Planning firm Mattioli Woods has reported pre-tax profits leapt 60% to £7.6m in the six months ended 30 November 2023.

Maven Capital Partners, the private equity division of SIPP and Financial Planning firm Mattioli Woods, has acquired EIS manager Newable Ventures Limited as part of a move into the Enterprise Investment Scheme market.

Wealth manager and SIPP provider Mattioli Woods has appointed a new chair to help steer the company as its advice business continues to grow.

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.

Advice and Financial Planning assets grew by over 6% to over £11bn at wealth manager and Financial Planner and SIPP firm Mattioli Woods for the year ending 31 May.

SIPP provider and wealth manager Mattioli Woods has acquired a 50.1% stake in Lincoln-based mortgage adviser White Mortgages Ltd for £425,000.

SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.

Wealth manager and SIPP provider Mattioli Woods has today reported a sharp rise in pre-tax profits by 45% to £4.8m in its interim results for the six months ended 30 November.

SIPP provider and wealth manager Mattioli Woods - and its sister fund management company Amati Global Investors - have donated nearly £170,000 to charities across the country.