Displaying items by tag: Mattioli Woods

Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .

Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.

Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.

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.

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.

Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.

Wealth manager and SIPP provider Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.

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.

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.

Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.