Mattioli Woods

Wealth

Scaled, vertically integrated UK wealth management platform

Overview

Mattioli Woods is a scaled, vertically integrated UK wealth management platform offering a full range of financial advice and investment management services to high net worth individuals, families, and businesses.

Founded in 1991, Mattioli Woods has rapidly scaled to serve over £15bn in client assets and has developed deep investment management capabilities. The platform has over 150 advisers serving 11,000 clients across 33 offices across the UK. The business benefits from having access to a wide range of alternatives, including private equity, property, and VCTs, enabling comprehensive service for high-net-worth customers.

The company has established itself as a market-leading wealth manager in the UK with a track record of strong organic growth, which it aims to accelerate with Pollen Street’s support.