Displaying items by tag: Mattioli Woods

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.

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m.

Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.

Mattioli Woods, the wealth management and SIPP business, has reported pre-tax profit up 36.7% to £13.4m for the year ended 31 May.

Mattioli Woods, the SIPP and wealth management firm, has received FCA approval for its £25m takeover of private client firm Hurley Partners.

Mattioli Woods has made three new board appointments including replacing their chief financial officer. The wealth manager and employee benefits business said that all directors and staff will not be paid their bonuses for the year.