Mattioli Woods is a UK-based provider of wealth management and employee benefit services, established in 1991 and headquartered in Leicester. The company operates through several key segments, including Pension Consultancy and Administration, Investment and Asset Management, Property Management, and Employee Benefits. It offers a comprehensive range of financial planning services, encompassing trust and estate planning, exit strategies, and executive financial counselling. Additionally, Mattioli Woods provides investment products tailored to client strategies, alongside self-invested personal pension schemes and trustee services. In the property sector, it delivers services such as real estate investment trusts, mortgage advice, and property insurance. The firm also specializes in employee benefits, offering pension and workplace savings solutions, health and wellbeing services, and employee engagement programs. By focusing on building long-term relationships, Mattioli Woods aims to deliver personalized advice and effective financial solutions for a diverse clientele that includes business owners and medium to large corporates.
Ludlow is a financial planning business with over £850m of assets under management, more than 2,000 clients and a strong reputation for client service.
Maven Capital Solutions LLP operates as a subsidiary of Maven Capital Partners UK LLP, an independent alternative asset manager based in the United Kingdom. Established in 2009 following a buyout of the Aberdeen Asset Management private equity business, Maven manages over £415 million in assets. The firm specializes in providing flexible equity and loan financing packages to small and medium-sized enterprises (SMEs) across the UK, as well as funding for carefully researched property development projects. Maven is recognized as one of the UK's most active private equity managers in the lower mid-market, managing several client funds, including six Venture Capital Trusts (VCTs). The firm delivers a variety of funding solutions tailored to the needs of entrepreneurial SMEs at any stage of growth, with investment amounts ranging from £100,000 to £15 million, facilitating management buyouts and other strategic initiatives. Additionally, Maven offers attractive investment opportunities for investors, including tax-efficient options in VCTs and direct co-investment in private equity and property transactions.
Provider of asset management services intended to serve individual, executive and corporate clients. The company offers financial planning advice, tailored investment management strategies and pension and employee benefit solutions.
Tiller Group is a provider of software services focused on the wealth management sector. Established in 2016 and based in St Helier, Jersey, the company offers a digital platform known as WealthXcel. This platform includes a client portal designed for account management and reporting, streamlining the wealth management process for users. By leveraging technology, Tiller Group aims to enhance the efficiency and effectiveness of wealth management services.
BDO North Ireland - wealth management business
Acquisition in 2021
BDO North Ireland - wealth management business is a provider of wealth management services.
SSAS Solutions (UK) Limited offers administration, compliance, and consultancy service for the management and operation of small self administered schemes. The company was founded in 2009 and is based in Belfast, United Kingdom. As of March 28, 2019, SSAS Solutions (UK) Limited operates as a subsidiary of Mattioli Woods plc.
Amati Global Investors is a specialist fund management business based in Edinburgh. It focuses on UK small and mid-sized companies, with a universe ranging from fully listed constituents of the FTSE Mid 250 and FTSE Small Cap indices, to stocks quoted on the Alternative Investment Market ("AIM"). Products include an OEIC - the TB Amati UK Smaller Companies Fund; two AIM Venture Capital Trusts - Amati VCT and Amati VCT 2; and an AIM IHT portfolio service.
City Trustees Limited offers a range of trustee and pension arrangement services, specializing in self-invested personal pensions and small self-administered schemes. The company provides administration services for funded unapproved retirement benefit schemes and pensions consultancy tailored for professional advisers and their clients. By focusing on the bespoke self-invested pension market, City Trustees distributes its products exclusively through independent financial advisers, wealth managers, and other intermediaries, ensuring a dedicated approach to pension advisory services.
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