Our Environmental, Social & Governance Strategy
Mattioli Woods has had our environmental, social, governance and community purpose in our hearts since opening our doors in 1991. The MWEXCiTE programme, launched in 2022, is our company wide programme to refresh, energise and enhance our Environmental, Social and Governance commitment and awareness.
HELPING OUR LOCAL COMMUNITIES AND CHARITY PARTNERS SINCE OPENING OUR DOORS IN 1991
Since 2017, after Mattioli Woods took a minority stake in Amati Global Investors, the two business have worked extremely closely together, one of our jointly held beliefs is supporting local charities and making a difference in the community, to this end we have raised an incredible £571,696 which has been and will continue to be distributed to charities that are important to our people using our charity nomination process.

BRITISH HEART FOUNDATION
We are proud of our unique charitable partnership with British Heart Foundation, giving back has always been an integral component of Mattioli Woods’ culture and personality.
‘“The British Heart Foundation are proud to work with Mattioli Woods. The support and awareness they are driving within their teams in promoting both Heart Health and CPR training will genuinely save lives. Across the business the fundraising events taken on by individuals and teams alike are inspiring. The money raised over the partnership will enable the BHF to continue its life saving research and help us to end heartbreak forever.” – Jon Frost, British Heart Foundation
OUR ESG CHAMPIONS
As part of our MWEXCiTE programme, at Mattioli Woods, we listen. The sentiment of ESG has long been embedded within our culture, this is shown by the 20 diverse and passionate members of staff who are a part of our ESG Engagement Team. Within the team, chaired by the ESG Partner and led by the ESG Committee, we strive to make effective and meaningful decisions and have important conversations on exactly what we think we all can do to make Mattioli Woods more socially and environmentally responsible.

EMPOWERED EMPLOYEES LEAD TO THRIVING BUSINESSES



BOARD LEVEL ESG GOVERNANCE
Mattioli Woods believes in the importance of board level ESG governance. We recognise that environmental, social, governance issues can have significant impact on our reputation, brand and financial performance. Therefore we have a dedicated PLC board ESG committee which is responsible for overseeing our ESG policies and practices, ensuring that we manage ESG risks effectively, engage with stakeholders and create long-term value for our shareholders. By prioritising ESG governance at board level, we can demonstrate our commitment to responsible and sustainable business practices.
BOARD ESG COMMITTEE
Why ESG is important for us
OUR CLIENTS
Responsible investing- we take a common-sense approach, investing in companies that promote the positive development of our world, in areas such as clean energy, improved nutrition, sustainable agriculture and inclusive and equitable education.
Mattioli Woods Responsible Equity Fund
Climate change and global warming, the impact of the pandemic and social issues all mean that investors are increasingly wanting to invest in companies that are behaving responsibly.
We now offer a fund that has a unique proposition in the area of responsible investing:
- We look to blend direct equities and funds
- We blend growth and value investment styles to lower volatility while maintaining potential returns
- We blend geographic and thematic investments