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Mattioli Woods acquires planning business Montagu for £2.3m AUA worth £80m Mattioli Woods his acquired financial planning and wealth management firm Montagu in a deal worth £2.34m bringing assets under advice worth £80m to the group. Montagu, established in 1996 and based in Twickenham, provides fee-based financial planning advice and administration to more than 150 private and corporate clients. It has four staff who will transfer. Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offers: MULTI-ASSET: discover the latest trends in multi-asset ....
Mattioli Woods snaps up London financial planner for £2.3m Deal boosts Aim-listed manager’s assets by £80m Mattioli Woods has snapped up London financial planner Montagu for £2.3m as it looks to broaden its operations in the South East. Launched in 1996 Montagu provides wealth management advice to more than 150 private and corporate clients, with about £80m of assets under advice. All four of its staffers, based in Twickenham, will transfer to Mattioli Woods following the acquisition. Mattioli said the acquisition is expected to be “earnings enhancing” within the first year. Last year Montagu generated £0.8m in revenue and profit before tax of £0.3m. ....