Wealth manager Mattioli Woods saw total client assets across the group hit £14.9bn for the year ended 31 May 2022, up from £12.1bn in the previous year.
A trading update ahead of its final results also said gross discretionary assets under management were £5.1bn, an increase of 25% on the prior year, with over £340 million of net inflows during the year. It added its recent acquisitions were "performing ahead of budget and integrating well," having acquired Ferguson Financial Management in May 2022. Chief Executive Ian Mattioli (pictured) said: "The last financial year was another period of economic and market uncertainty, throughout which we remained true to our purpose of putting clients first. I am pleased to report this focus has ...
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