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.
Richings Financial Management offers a full range of financial planning and wealth management services tailored to private clients and families. The firm specializes in pension planning, investment strategies, regular savings plans, life assurance, and income protection. By addressing the diverse financial needs of its clients, Richings Financial Management aims to provide effective solutions for both investment and protection requirements, ensuring a comprehensive approach to personal finance.
Ludlow Wealth Management Group
Acquisition in 2021
Ludlow Wealth Management Group is a financial planning firm based in the North West of England, specializing in wealth management services for medium to larger corporations. With over £850 million in assets under management and a client base exceeding 2,000, the company is recognized for its strong commitment to client service. Ludlow offers a comprehensive range of services, including financial planning, investment advice, portfolio management, and pension advice, all designed to help clients achieve financial peace of mind.
Maven Capital Partners UK
Acquisition in 2021
Maven Capital Partners UK is an independent alternative asset manager headquartered in Glasgow, Scotland, with a significant presence across the UK through its regional offices. 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 solutions to small and medium-sized enterprises (SMEs) and the property sector. Its financing activities include management buy-outs, acquisitions, development capital, buy-and-build projects, and business expansion. Maven supports entrepreneurial ventures at various stages of growth, offering funding packages that range from £100,000 to £15 million. Additionally, the firm presents attractive investment opportunities, including tax-efficient investments and direct co-investment in private equity and property transactions, making it one of the most active private equity managers in the UK’s lower mid-market segment.
Caledonia Asset Management
Acquisition in 2021
Caledonia Asset Management Ltd is a financial services firm that specializes in asset management. The company provides a range of services aimed at individual, executive, and corporate clients, focusing on financial planning, investment management strategies, and pension and employee benefit solutions. With an emphasis on offering pragmatic and sensible financial advice, Caledonia Asset Management aims to deliver value to its clients through tailored solutions that meet their specific needs.
Montagu Financial Management
Acquisition in 2021
Montagu Financial Management offers fee-based financial planning and administration services to over 150 private and corporate clients in London and the South East of England. The company specializes in employee benefits and provides advisory services on various financial areas, including pensions, investments, and insurance. By focusing on personalized financial plans, Montagu aims to align its clients' financial strategies with their lifestyle goals, ensuring tailored solutions that meet their unique needs.
Tiller Group
Corporate Round in 2021
Tiller Group is a provider of software services to wealth management technology business.
BDO North Ireland - wealth management business
Acquisition in 2021
BDO North Ireland - wealth management business is a provider of wealth management services.
SSAS Solutions
Acquisition in 2019
SSAS Solutions specializes in providing tailored administration and compliance services for Small Self-Administered Schemes (SSAS). The firm is composed of a team of dedicated experts focused on helping businesses establish customized retirement solutions and pension schemes. By offering a range of services, SSAS Solutions ensures that clients can effectively manage their pension arrangements while adhering to regulatory requirements. The company's commitment to delivering specialized support makes it a valuable partner for organizations seeking to optimize their retirement planning strategies.
Amati Global Investors
Funding Round in 2017
Amati Global Investors is a specialist fund management firm based in Edinburgh, focusing on UK small and mid-sized companies. Its investment universe includes fully listed companies on the FTSE Mid 250 and FTSE Small Cap indices, as well as stocks traded on the Alternative Investment Market (AIM). The firm offers a range of investment products, including an open-ended investment company (OEIC) dedicated to UK smaller companies and two AIM Venture Capital Trusts. Additionally, Amati Global Investors provides an AIM Inheritance Tax (IHT) portfolio service. The company primarily invests in a diverse portfolio of sectors, such as oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, financials, technology, and telecommunications, aiming to generate tax-free capital gains and income for its investors.
City Trustees
Acquisition in 2010
City Trustees Limited specializes in providing trustee and pension arrangement services, primarily focusing on self-invested personal pensions and small self-administered schemes. The company offers comprehensive pensions consultancy to professional advisers and their clients, ensuring tailored solutions in the bespoke self-invested pension market. City Trustees distributes its products exclusively through independent financial advisers, wealth managers, and other intermediaries, positioning itself as a key player in the pension advisory sector.
Kingswood Holding
Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.
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