Whilst our roots lie in pension consultancy, wealth management in its broadest sense has always been a key focus. Conflicting financial demands of a short and long-term nature mean that great care needs to be taken in developing a balanced approach to wealth management. In offering distinct and focused pension investment services, our management of clients’ wealth can inevitably widen to involve strategic planning in relation to personal assets, and to facilitate ancillary advisory services on a range of areas including taxation, overseas pensions (QNUPS, QROPS) and estate planning.
In managing our clients’ wealth, we aim to remain impartial and deliver investment strategies through a tightly controlled but diverse portfolio of investment instruments, truly permitting proactive ongoing management in ever-changing investment markets.
Mattioli Woods has in-house expertise to provide wealth management and client specific pension strategies, looking carefully at the need for income and asset preservation for both personal and pension fund assets. Click here for more details.
Our innovative investment products support our clients’ strategies and include the following:
• Syndicated property
• Structured products
• Discretionary fund management
Take a look at the following personal wealth case study:
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