About Mattioli Woods

Mattioli Woods continues to enhance its investment proposition

Mattioli Woods plc ("Mattioli Woods", the “Company”, the “Group”), the specialist wealth management and employee benefits business, continues to develop and expand its investment solutions for clients, building on recent key appointments.

8 January 2024
2 minutes read

As announced in November of last year, Dean Cheeseman has been appointed as Managing Director of Client Investment Solutions. Dean, with support from David Kiddie, former Chair of Mattioli Woods, who stepped back from his non-executive director role to act as a consultant, will further build out the investment offering provided by the group to its many and diversified clients.

Both David and Dean have vast knowledge and experience in managing investments and investment teams and are entirely focused on the opportunity to expand the Group's solutions further for the betterment of client outcomes. While there have been a small number of personnel changes, the business continues to be entirely focused on the opportunity to expand the Group's solutions for the betterment of client outcomes.

Michael Wright, Deputy Chief Executive Officer at Mattioli Woods, said: "Assisting our many and varied clients with tailored investment solutions aligned to bespoke advice and financial planning remains the business's core purpose. Current investment markets are as complex as we have seen over several decades. The combination of David and Dean’s expertise and experience will allow us to further evolve all areas of the investment proposition from traditional model portfolios to structured products to our Maven style alternative and private equity investments as we continue to drive great client outcomes and focus on reducing consumer costs."

Dean Cheeseman, Managing Director of Client Investment Proposition, said: "The opportunities within today's markets give us the ability to develop our proposition further. To continue to provide the highest levels of service within a framework of personalised advice, we continue to embrace technology to help us meet our clients’ goals and to reduce the costs of investment, in what could potentially remain a lower return environment. With the combined expertise and experience of David and myself, along with changes in the investment team, we are better positioned to navigate these intricate markets as we continue to strive for better client outcomes.

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