Mattioli Woods eyes further acquisitions

Reduced client fees by £3.1m

Hannah Godfrey
clock • 1 min read

Wealth management firm Mattioli Woods has said it is assessing a "diverse pipeline of acquisition opportunities" to drive growth at the firm.

In its annual results published on Tuesday (3 September), the firm, which also has advice and self-invested pensions arms, said the recent acquisitions of advice firm Broughtons and Belfast-based SSAS Solutions had been a success. The firm revealed plans to seek to build on its record of "successful acquisitions by continuing to assess a diverse pipeline of potential acquisition opportunities" to accelerate its growth. Elsewhere, the results revealed the firm held total client assets of £9.38bn, up from £8.73bn last year. At the same time, it reduced client fees by £3.1m over the past...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser TV: Industry still 'old fashioned' when it comes to LGBTQ+ inclusivity

Professional Adviser TV: Industry still 'old fashioned' when it comes to LGBTQ+ inclusivity

Financial planners must challenge unconscious bias, Castlefield says

Sahar Nazir
clock 20 June 2025 • 2 min read
Restricted and independent: Why the language of advice must move with the times

Restricted and independent: Why the language of advice must move with the times

'These labels matter because they influence how people view advice'

Roger Brosch
clock 20 June 2025 • 3 min read
PA Asks: What song would the current advice landscape be?

PA Asks: What song would the current advice landscape be?

Plus targeted support hopes, geopolitical tensions and PFS membership

Professional Adviser
clock 20 June 2025 • 1 min read