Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

Isabel Baxter
clock • 1 min read

Mattioli Woods has selected global asset manager T. Rowe Price to develop an income model portfolio.

The creation of the income portfolio will be alongside Mattioli Woods' existing income strategies, including its Custodian Real Estate Investment Trust, Property Securities Fund, and Income Structured Products. Mattioli Woods said the portfolio "capitalises on the opportunity set available in income producing assets, following a prolonged period of low interest rates and yields". The portfolio can sit alongside its range of risk-rated multi-asset portfolios and forms part of Mattioli Woods' plan to provide access to a wider range of investment options.  This collaboration also mea...

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 Companies

Hargreaves Lansdown clients get more time to vote on Aviva shares after delay

Hargreaves Lansdown clients get more time to vote on Aviva shares after delay

Platform blasted for 'failings' by finance campaigner amid crucial vote on preference shares

Jen Frost
clock 02 April 2025 • 7 min read
Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Concerns communications around 'clumsy' move may not be 'clear, fair and not misleading'

Jen Frost
clock 28 March 2025 • 6 min read
Advisers and retail investors warned on Aviva £450m preference share cancellation impact

Advisers and retail investors warned on Aviva £450m preference share cancellation impact

Follows institutional investor vote that saw none vote against

Jen Frost
clock 21 March 2025 • 9 min read