Mattioli Woods

‘It’s never a merger, there’s always one dominant management team’

Comes after PE-backer HSQ flagged Kingswood growth concerns

Replaces Anne Gunther

‘There has been a massive shortfall in terms of training and recruitment’

Companies House filings outline pre-Budget swoop

Deal gained regulator approval in July

'Pollen Street share our passion for delivering exceptional client outcomes'

The firm’s pre-tax profits reached £7.6m in six months to 30 November

Headed up by investment advisers Yoram Lustig and Michael Walsh

Integration of recently acquired businesses continues