Wealth management firm Mattioli Woods has acquired Broughtons Financial Planning for a total consideration of up to £4m.
The West Midlands-based firm will add 250 clients and more than £120m assets under advice to Mattioli Woods. The Broughtons management team will be retained by the wealth manager. The acquired firm...
Lowest measure since index launched in 1995
Will be 'core to all great portfolios'
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
£34bn of non-sterling assets to be merged
Spent 13 years at Pictet