Mattioli Woods joins forces with tech firm to unveil platform
Wealth manager says ‘technological innovation is key to our ambitious growth strategy’
Mattioli Woods
-
-
Wealth manager buys UK advice firm for £1.6m
The company’s second acquisition in a week
-
UK wealth firm splashes out £7m on IFA business
Deal adds £245m of assets under management
-
IFAs putting firms up for sale to beat expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
-
Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
-
PEOPLE MOVES: Zurich, Just Wealth, FCA
Life insurer names CEO of Malaysia arm, as UK mortgage firm hires head of wealth management division
-
PEOPLE MOVES: Quilter, Pictet WM, Curtis Banks
Financial services giant bolsters UK platform business, while wealth manager names head of Italy
-
UK wealth manager targets acquisition pipeline
As its CFO steps down to focus on firm’s future M&A activity
-
PEOPLE MOVES: Mattioli Woods, Kingswood, Generali
C-suite reshuffle at wealth management firm, while advice business makes triple senior hire
-
PEOPLE MOVES: HSBC PB, Mattioli Woods, Schroders PW
Bank names global head of products and investments, wealth firm hires acquisition development officer
-
PEOPLE MOVES: Mattioli Woods, JFSC, Axa IM
Wealth firm makes c-suite promotion, as Jersey watchdog hires former financial secretary to UK Treasury
-
UK wealth manager agrees £25m acquisition
Deal will ‘enhance’ the firm’s existing specialist pension and discretionary management operations