Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
Mattioli Woods
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T Rowe Price to run income model portfolio for Mattioli Woods
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
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Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
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UK wealth manager acquires Blackpool-based financial planner
For an initial consideration of £0.71m ($0.88m, €0.82m)
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UK wealth manager buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
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Mattioli Woods subsidiary buys Scottish advice firm
Company hopes to ‘explore other opportunities within the market’
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UK wealth manager eyes ‘bolt-on’ acquisitions
As well as ‘more substantial opportunities in the longer term’
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Wealth firm names managing director of Italian private banking, as insurer makes c-suite changes
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£43.5m advice firm acquisition delayed
Long stop date for the deal has been extended to 30 September 2021
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Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff
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UK wealth manager splashes out £143.5m on double swoop
As it plans £110m equity fundraise to finance acquisitions
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PEOPLE MOVES: Aegon, Stonehage Fleming, Willis Owen
Pension firm Netherlands CEO departs, while family office hires head of estate planning