Mattioli Woods acquires adviser firm Caledonia Asset Management for £1.6m
Edinburgh-based wealth manager has £55m AUA
Ian Mattioli, chief executive of Mattioli Woods, said Caledonia is a great fit
Mattioli Woods has acquired Edinburgh-based Caledonia Asset Management in a deal worth up to £1.6m, making this its second takeover deal in under a week.
Founded in 2000, Caledonia is a Chartered financial planning firm based in Edinburgh. It works with around 150 private clients and has £55m of assets under advice. Mattioli Woods will pay £960,000 up...
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