Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

Jenna Brown
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Mattioli Woods acquires wealth manager for £2.3m
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Mattioli Woods acquires wealth manager for £2.3m

Mattioli Woods his acquired financial planning and wealth management firm Montagu in a deal worth £2.34m bringing assets under advice worth £80m to the group.

Montagu, established in 1996 and based in Twickenham, provides fee-based financial planning advice and administration to more than 150 private and corporate clients. It has four staff who will transfer...

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