Wealth Management

Headed by former Sanlam director Speirs

Groundwork for telephone-based proposition

Boost for private client team

Discretionary range driving growth

Four multi-asset portfolios on offer

Fees described as 'anything but' transparent

Wealth manager Mattioli Woods has bought advice firm Taylor Patterson for £8.3m, adding a further £640m to its £5.4bn of client assets.

Firm targets 'mass affluent' through technology

Portfolios will invest in a number of collectives

Need to consider longer time horizons