Mattioli Woods and Kingswood Group unify under single brand

Mattioli Woods will retire the Kingswood Group brand following the merger of the two firms in October last year. 

The combined employee benefits and wealth management group, which has £25bn in assets under management, administration and advice, will now trade under the Mattioli Woods brand.

Mattioli Woods says that integrations helps strengthen its position in the market, ensuring clients benefit from broader expertise, and  access to specialist advice across a number of areas, while also enabling it to scale with continuity. It adds that the merger also enables the group to invest in technology, enhanced service and an improved digital experience to support clients’ evolving needs. 

Mattioli Woods chief executive officer Peter Mann says: “Bringing both businesses under a single brand, with a shared vision and aligned values, is a significant milestone in our journey. 

“It strengthens our ability to deliver a more integrated, high-quality experience for our clients while supporting our ambition to become a £60bn national wealth manager.

“ By combining the expertise and talent of both organisations, we are well positioned to accelerate innovation, deepen our insight-led approach and continue delivering long-term value for our clients.”

 

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