| Date | Title | Description |
| 13.07.2026 | Japan’s bond market is back in play after decades in the wilderness | Japanese Government bonds yields have hit multi-decade highs.
The 10-year JGB yield hit 2.901% last Thursday.
Experts say JGBs deserve a second look, though some sound a note of caution.
Japanese government bond yields have been hitting mul... |
| 08.06.2026 | Does trouble lie ahead for South Korea’s star tech stocks? | Over the past 18 months, South Korea’s main stock market has burst back onto the global investment scene, led by a staggering recovery for the Kospi index.
The country’s blue chip index had been plagued by the impeachment of President Yoon ... |
| 08.05.2026 | Gilt yields ease as UK PM Starmer says ‘tough’ election results won’t make him quit | Early results from local council elections pointed to big losses for the U.K.’s ruling Labour Party on Friday.
U.K. borrowing costs hit multi-decade highs earlier this week, amid reports lawmakers were planning an attempt to oust Prime Mini... |
| 30.01.2026 | Silver plunges 30% in worst day since 1980, gold tumbles as Warsh pick eases Fed independence fear | Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980.
The sharp moves down were initially triggered by reports of Warsh’s nomination. However, they gained steam in afternoon U.S. trading as investors wh... |
| 30.09.2025 | Mattioli Woods: Wealth manager’s profit jumps after quitting London | Profit at wealth and asset management business Mattioli Woods has jumped in the year after quitting the London Stock Exchange.
The Leicester-headquartered business has reported a pre-tax profit of £14.2m for the 12 months to 31 May, 2025, n... |
| 05.08.2025 | Approov Secures £5M to Fortify Mobile Security Against AI Threats | Approov, a leading Scottish cybersecurity innovator, secured £5 million in Series A funding. This investment aims to redefine mobile app and API security for the AI era. The company’s patented mobile attestation technology defends against s... |
| 04.08.2025 | Approov Closes £5M Series A Funding to Redefine Mobile App Security for the AI Era in Round Led by Maven Capital Partners | Approov’s patented mobile attestation technology offers a cloud-first alternative to brittle code obfuscation, safeguarding apps and APIs against the rising tide of agentic AI threats.
EDINBURGH, Scotland & PALO ALTO, Calif.–(BUSINESS W... |
| 21.07.2025 | Pollen Street Capital: €2 Billion Raised To Bolster European Investments | Pollen Street Capital is a leading alternative asset manager based in London, UK. The firm was founded in 2013 and specializes in investing within the financial and business services sectors across Europe. Pollen Street Capital announced th... |
| 24.03.2025 | AIM: Private equity takeovers reach £5bn over last year | The value of AIM-listed takeovers by private equity firms has reached £5bn over the last year as the number of companies on London’s junior stock exchange continues to drop.
Private equity houses continued to be the major driver of AIM M&am... |
| 24.03.2025 | Leicester Tigers make key role change as season nears finale | Premiership Rugby club Leicester Tigers’ majority shareholder Tom Scott has become the club’s chairman, replacing the long-serving Peter Tom after 33 years.
Scott has owned the East Midlands club’s parent company, Leicester Football Club pl... |
| 19.11.2024 | Mattioli Woods: Profit slashed at wealth manager as it quit London | - |
| 13.03.2024 | Form 8.3 - Mattioli Woods plc | - |
| 12.03.2024 | Form 8.3 - Mattioli Woods PLC | - |
| 08.03.2024 | Yet another UK firm heads for private hands after £400m-plus deal | Wealth manager Mattioli Woods is set to be snapped up by a London-based private equity outfit after waving through a £432m deal to its shareholders today.
In an announcement this morning, the London-listed firm said it had struck an 804p pe... |
| 08.02.2022 | MATTIOLI WOODS : REPORTS INTERIM RESULTS FOR THE SIX MONTHS ENDED 30 NOVEMBER 2021 | Commenting on the results, Ian Mattioli MBE, Chief Executive Officer, said:
"The first six months of this financial year saw the Group build momentum, having shown resilience in spite of the economic and political complexities that per... |
| 20.01.2022 | INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - JANUARY 2022 | It has been an eventful start to the new year. Many equity markets have continued to climb, some to new highs, but these moves conceal a lot that has been happening under the surface. Technology and other "growth style" sectors ha... |
| 20.01.2022 | INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION - JANUARY 2022 | Though it feels as if markets are facing an inflection point, portfolios already look well positioned for the uncertainties ahead.
OVERSEAS EQUITIES
Excessive US exposure seems unwise to us given the valuations in that market and the rate p... |
| 19.01.2022 | Mattioli Woods : WHY USE A DISCRETIONARY TRUST? | By putting some of your estate in a trust for any number of bona fide reasons, the trustees that you have appointed to look after the funds can distribute income and/or capital at the right time to the beneficiaries you have chosen and in a... |
| 14.01.2022 | Mattioli Woods : 2021 WAS THE YEAR OF HINDSIGHT | THE REFLATION TRADE WORKED FOR EQUITIES, LESS SO FOR BOND INVESTORS | 2021 saw strong gains made in most developed stock markets, as the global economy picked up momentum on the back of the delivery of vaccines. A rear-view mirror approach from many investors also helped - 'with recovery underway, let's now g... |
| 06.01.2022 | Mattioli Woods : TRADING UPDATE AND NOTICE OF INTERIM RESULTS | Highlights
Key milestone achieved, with total client assets of the Group and its associate[1]of £15.1 billion at the period end, an increase of c.42% on the equivalent prior period;
Gross discretionary assets under management[2]of £5.1 bill... |
| 04.01.2022 | Mattioli Woods : NEW YEAR ‘FINANCIAL' RESOLUTIONS | If you want to get fit, you might join a club or sign up to an online fitness plan and start to build up your training regime. Finances are no different - it takes effort and there are many online resources that could be your 'club'. Being ... |
| 20.12.2021 | Mattioli Woods : HOW DO I GIVE MONEY TO MY GRANDCHILDREN? | As with most financial planning scenarios, the answer to this is highly individual and depends on several factors, including the gift amount, the purpose, the grandchildren and also the grandparents.
Looking at this from the highest level, ... |
| 17.12.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION - DECEMBER 2021 | Omicron is causing major concerns for governments and societies but markets seem relatively relaxed so far. Our generally cautious view seems more than justified against this backdrop.
OVERSEAS EQUITIES
Persistent worries over China have le... |
| 17.12.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - DECEMBER 2021 | OMICRON AND GLOBAL MARKETS
We have been warning for some time about the complacency in markets and our concerns materialised toward the end of November. The emergence of a new Covid-19 strain in the form of Omicron has created renewed uncer... |
| 10.12.2021 | Mattioli Woods : 2021 – INFLATION (SHRINKFLATION, WHAT WE DO ABOUT INFLATION) | The, admittedly dry, definition the Oxford dictionary provides for inflation is "the general increase in prices and fall in the purchasing value of money". To put it another way, it describes the change in value of goods or servic... |
| 29.11.2021 | Mattioli Woods : SPOUSAL BYPASS TRUSTS - ARE THEY STILL RELEVANT IN TODAY'S WORLD OF PENSION FREEDOMS | The arrival of pension freedoms in April 2015 brought a sea change in the taxation of pension wealth on death. To understand how extensive this was, let us first consider the position in the years prior.
Pension death benefits pre-2015
In s... |
| 29.11.2021 | Mattioli Woods : BILL NIXON DISCUSSES THE MAVEN VCT OFFERING | It seems evident that the widely predicted economic recovery in the UK has now begun to take hold and we are currently seeing high levels of mergers and acquisition activity, both in terms of new investments and acquisition interest in Vent... |
| 18.11.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - NOVEMBER 2021 | So, no move from the Bank of England this month but expectations are high that we will get a rate increase in December. The bank expects inflation to reach around 5% by the spring but still held firm with only two members of the committee v... |
| 18.11.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION - NOVEMBER 2021 | After moving to reduce fixed income last month, we are not making any changes to asset allocation in November.
OVERSEAS EQUITIES
No changes to our preferences here. Valuations remain high across most markets making a range of properly diver... |
| 09.11.2021 | PRESERVATION AND PROTECTION FOR THE NEXT GENERATION | They have successfully grown their business, Funny Bones Physiotherapy Limited, and have made the decision to sell the company before retiring. Throughout their working careers they have implemented protection policies such as personal life... |
| 08.11.2021 | IHT PLANNING – IS AGE 85 TOO LATE? | A more familiar phrase in recent times is 'Have I left it too late for inheritance tax planning?'. We appreciate inheritance tax (IHT) is not something that people get excited about discussing, but equally it is absolutely important they do... |
| 04.11.2021 | CHOICE, CONTROL, INDEPENDENCE: REFORMING CARE AND SUPPORT | When the Independent Commission, chaired by Andrew Dilnot, published its report in 2011, one of the many recommendations was the introduction of a lifetime cap on care costs at £35,000 along with an increase on the threshold at which time c... |
| 21.10.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION - OCTOBER 2021 | Concerns over fixed income lead to further reductions and this month also sees some movement around equity allocations.
OVERSEAS EQUITIES
All global markets face challenges from valuation levels, uncertainty over inflation, central bank pol... |
| 21.10.2021 | Mattioli Woods : SUSTAINABILITY OR VALUE? NAVIGATING THE PENSIONS MAZE | While many have a preference for trustee-based pension schemes, the cost of running an own-trust scheme has sky-rocketed in recent years, leading to the growth of master trusts, but they are not always the best option.
Mattioli Woods' Emplo... |
| 06.10.2021 | Mattioli Woods : GREEN INVESTING – VALUE AND VALUES | The girl I see, staring awkwardly just above and slightly to the left of the camera, is basically a Hollister clad stranger. Some of my most fervent and deeply held beliefs have completely dissipated over the years. From the trivial, like t... |
| 05.10.2021 | Mattioli Woods : THE RACE TO ZERO | While it may not be apparent to the public at large, 'behind the scenes' there is a quiet but forceful revolution rapidly gathering momentum. It is not so much that 195 governments in total have now signed up in support of the Intergovernme... |
| 01.10.2021 | MATTIOLI WOODS : ANNOUNCES THE APPOINTMENT OF DAVID KIDDIE AS CHAIRMAN | Mattioli Woods plc, the specialist wealth and asset management business, announces the appointment of David Kiddie as Chairman, succeeding Joanne Lake, effective from the conclusion of the handover period and receipt of regulatory approval,... |
| 23.09.2021 | INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION - SEPTEMBER 2021 | Very modest changes this month with portfolios reflecting a balanced approach to the risks discussed overleaf.
OVERSEAS EQUITIES
China has continued to present concerns for investors. We are not making changes yet, though any more unwelcome... |
| 22.09.2021 | Mattioli Woods : VULNERABLE CLIENTS, INHERITANCE TAX AND INVESTMENT PLANNING | Vulnerable clients, who are they?
When an individual takes financial advice, an adviser needs to consider whether they are classed as a vulnerable client. A client can be considered vulnerable for several reasons, such as:
they could be any... |
| 16.09.2021 | Mattioli Woods : ROTHLEY10K RETURNS | Held on 14 September 2021, the Rothley10K saw 548 runners line up to pound the streets of Rothley, raising funds for charities - including hosts LOROS- who have all struggled during the pandemic.
Running for its 35th year, this year's race ... |
| 02.08.2021 | Mattioli Woods : EIS, SEIS AND VCTS – INVESTING IN ENTERPRISE | They are also one of the few areas of investment where government willingly offers generous tax reliefs, both on the initial investment and on the proceeds of qualifying investments.
Seed Enterprise Investment Schemes (SEIS) were launched i... |
| 29.07.2021 | Mattioli Woods : HURLEY PARTNERS RAISE £20,000 FOR ECMO MACHINE FOR BRIGHTON'S ROYAL SUSSEX COUNTY HOSPITAL | Hurley Partners Limited who were acquired in July 2020 and now trade as Mattioli Woods plc, had raised a staggering £330,000 since 2014 of which, £20,000 was made available to The Sussex Heart Charity. This enabled them to fund an ECMO (Ext... |
| 08.07.2021 | Mattioli Woods : RISKY BUSINESS - THE BUSINESS PROTECTION GAP | In my experience business owners, especially in the early years, find themselves working in the business rather than on the business, which leaves them consumed with the day-to-day rather than attending to their long-term financial security... |
| 26.05.2021 | MATTIOLI WOODS PLC
Mattioli Woods : TWO ACQUISITIONS MARK SIGNIFICANT MILESTONE IN MATTIOLI WOODS' GROWTH STRATEGY | Mattioli Woods marks a significant milestone in its growth strategy as it announces its largest acquisitions to date. It has entered binding agreements to acquire a leading UK private equity and alternative asset manager Maven Capital Partn... |
| 19.04.2021 | Mattioli Woods : WE ARE PLEASED TO WELCOME OUR LATEST ACQUISITION | Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Caledonia Asset Management Limited.
Founded in 2000, Caledonia provides wealth management services, primarily focusing on lifestyle financial planning, pe... |
| 19.04.2021 | Mattioli Woods : WE ARE PLEASED TO WELCOME OUR LATEST ACQUISITION – CALEDONIA ASSET MANAGEMENT LIMITED | We are pleased to welcome our latest acquisition - Caledonia Asset Management Limited
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Caledonia Asset Management Limited.
Founded in 2000, Caledonia provi... |
| 13.04.2021 | MATTIOLI WOODS PLC
MATTIOLI WOODS : ANNOUNCE THE ACQUISITION OF POLE ARNOLD FINANCIAL MANAGEMENT LIMITED | Mattioli Woods is pleased to announce the acquisition of 100% of the issued share capital of Pole Arnold Financial Management Limited.
Pole Arnold was established in 2012 and provides wealth management advice and administration for around 3... |
| 21.01.2021 | Investment Line: Market Update - January 2021 | Investment Line: Market Update - January 2021
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are focusing on, and shares our th... |
| 29.04.2019 | How do you encourage younger workers to engage with their pensions? | How do you encourage younger workers to engage with their pensions?
29-04-2019
How do you encourage younger workers to engage with their pensions? It’s a fantastic question, and one that Mattiolo Woods Employee Benefits Consultants Adrian F... |
| 25.04.2019 | Big vs small: keeping a reward strategy globally consistent while meeting local requirements | Big vs small: keeping a reward strategy globally consistent while meeting local requirements
25-04-2019
‘Rock-star’ scientist Brian Cox, when talking about the principles of quantum physics, said this: “Everything is connected to everything... |
| 24.04.2019 | Pension freedoms: how to use reward to encourage over 50s to stay at work | Pension freedoms: how to use reward to encourage over 50s to stay at work
24-04-2019
Since pension freedoms were implemented in April 2015, members of defined contribution pension schemes have, in many cases, been able to flexibly access so... |
| 24.04.2019 | How to make company-wide benefits such as pensions appeal to individuals | How to make company-wide benefits such as pensions appeal to individuals
24-04-2019
Following the increase in the minimum pension contributions for automatic enrolment from April, it is important employers think about the value employees ar... |
| 23.04.2019 | 'How safe is my pension provider?' | 'How safe is my pension provider?'
23-04-2019
A worthwhile question, of course, and one that Mattioli Woods is keen to help its clients answer. Wealth Management Director Alex Brown explains more...
With so much turmoil in investment market... |
| 19.04.2019 | Mattioli Woods expands into Northern Ireland | Mattioli Woods expands into Northern Ireland
19-04-2019
Leading wealth management and employee benefits firm Mattioli Woods is pleased to announce the expansion of the group into Northern Ireland with the purchase of Belfast-based SSAS Solu... |
