We are delighted to announce the acquisition of the Exempt Property Unit Trust (EPUT) business of BDO Northern Ireland.
The EPUT business provides trustee and administration services to over 100 EPUTs with total funds under trusteeship of over £233 million.
Commenting on the transaction, Murray Smith, Founder Director of Mattioli Woods, said:
“We are delighted to expand our existing operation and client proposition in Northern Ireland by working with BDO NI to bring their highly experienced EPUT team together with our team in Belfast, to create a highly complementary addition to our specialist pension consultancy and administration services. We intend to continue growing our wealth management business in Northern Ireland to deliver the best possible client service.”
Read the full market release here.