Mattioli Woods and Kingswood Combine to Create Leading Wealth Management Group - IFA Magazine

Mattioli Woods and Kingswood combine to create leading wealth management group - IFA Magazine

Mattioli Woods, the specialist wealth and asset management business and the Kingswood Group, a respected wealth and investment management firm, are pleased to announce that they have agreed to merge, creating a leading UK wealth management group. This is subject to the FCA’s approval for change in control, expected later this year. The announcement marks a significant milestone in the firms’ shared ambition to deepen client relationships, grow t…

Mattioli Woods, Kingswood Group to join forces in $37bn merger

Mattioli Woods and Kingswood Group have revealed their plans for merger, aiming to form a UK wealth and financial planning major, with assets exceeding £25bn ($33.6bn) under administration and advice. The merger, pending regulatory approval, combines two firms in the advisory market, seeking to enhance client relationships, expand adviser capacity, and diversify investment and service offerings. The new organisation will cater to more than 25,00…