Mattioli Woods
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.
11 past transactions
Richings Financial Management
Acquisition in 2021
Richings Financial Management specializes in comprehensive financial planning and wealth management services tailored for private clients and families. The firm offers a range of services, including pension planning, investment management, regular savings plans, life assurance, and income protection. By addressing various financial needs, Richings Financial Management aims to help clients achieve their investment and protection goals effectively.
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, established in 2009, is a Glasgow-based independent asset manager with over £415 million in assets under management. The company specializes in providing flexible equity and loan finance to small and medium-sized enterprises (SMEs) across the UK, supporting them at various stages of their growth cycle with investments ranging from £100,000 to £15 million. Additionally, Maven invests in well-researched property development projects. They also offer investment opportunities for external investors, including tax-efficient investments into Venture Capital Trusts (VCTs) and direct co-investment in private equity and property transactions. Maven is known for its active role in the UK's lower mid-market, managing six VCTs and several regionally focused funds.
Caledonia Asset Management
Acquisition in 2021
Caledonia Asset Management Ltd is a financial services firm that specializes in asset management, catering to individual, executive, and corporate clients. The company provides a range of services, including financial planning, tailored investment management strategies, and solutions for pensions and employee benefits. With a focus on delivering practical and effective financial advice, Caledonia aims to offer value and common sense in its approach to client needs.
Montagu Financial Management
Acquisition in 2021
Montagu Financial Management is a financial services firm based in London that specializes in providing fee-based financial planning and administration to both private and corporate clients. With a focus on the South East of England, the company offers a range of services, including employee benefits and advisory support on pensions, investments, and insurance. Montagu is dedicated to delivering personalized financial plans that align with the unique lifestyle goals of its clients, ensuring that they receive tailored advice and support to navigate their financial futures effectively.
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 is an independent group of specialists focused on Small Self-Administered Schemes (SSAS). The company provides tailored retirement solutions and pension schemes, assisting businesses in effectively organizing their retirement planning. In addition to its primary focus on SSAS, the firm offers administration and compliance services to ensure that clients meet regulatory requirements. Through its expertise, SSAS Solutions aims to deliver customized financial strategies that align with the unique needs of each business.
Amati Global Investors
Funding Round in 2017
Amati Global Investors, established in 2010 through the acquisition of Noble Fund Managers, is a UK-based specialist fund management company headquartered in Edinburgh. It focuses on investing in UK small and mid-sized companies, with a diverse portfolio spanning fully listed constituents of the FTSE Mid 250 and FTSE Small Cap indices, as well as stocks quoted on the Alternative Investment Market (AIM). The company offers a range of investment products, including an Open-Ended Investment Company (OEIC) - the TB Amati UK Smaller Companies Fund, two AIM Venture Capital Trusts - Amati VCT and Amati VCT 2, and an AIM Inheritance Tax (IHT) portfolio service.
City Trustees
Acquisition in 2010
City Trustees Limited specializes in trustee, pension arrangement, and administration services for self-invested personal pensions (SIPPs), small self-administered schemes (SSASs), and funded unapproved retirement benefit schemes. They offer pensions consultancy services to professional advisers and their clients, focusing on the bespoke SIPP market and distributing products exclusively through independent financial advisers and wealth managers.
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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