Mattioli Woods buys Pole Arnold Financial Management for initial £4m
Latest acquisition expands presence in Leicester and London
Mattioli Woods has acquired specialist wealth and asset management firm Pole Arnold Financial Management for an initial consideration of £4m, and a further consideration of up to £3m subject to certain profit targets being met in the two years following completion.
Pole Arnold, which was established in 2012 and specialises in fee-based financial planning, has around 360 private and corporate clients with approximately £245m of assets under management and advice....
More on Your profession
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
InvestCloud acquires software firm to 'bridge adviser-client gap'
Create better communication
Chris Parlour: Corporate client options for DB scheme consolidation
Advising business owners
Fidelius Group adds 28 staff from deVere UK in latest deal
Adds £280m AUM
How to influence advisers: LinkedIn tells asset managers how to build relationships
‘Help advisers get new clients’
More news
Bank of England holds rates amid stronger growth and inflationary outlook
QE held at current pace but BoE signals tapering
UK funds back in favour as retail investors turn away from US stocks
Latest data from Investment Association
Aviva's restricted operation ditches retirement-only advice remit
Invesetment advice move
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
Jack Berrisford: Platform pandemic performance tests resilience
Logistical challenges
