Mattioli Woods, the wealth management, employee benefits and investment specialist, today announces a leadership transition marking the next chapter in the company’s strategic development.
After more than three decades leading the business he co-founded, Ian Mattioli MBE DL Hon LLD will step into the role of Founding President, focusing on client relationships, strategic partnerships, and the continued development of the Mattioli Woods brand.
Peter Mann, who currently serves as Non-Executive Chairman of Mattioli Woods, will be appointed Chief Executive Officer, subject to regulatory approval. Peter is an industry veteran and brings with him a wealth of experience in financial services leadership having held senior roles at Old Mutual Wealth and Skandia UK, where his leadership delivered transformative results. He will work closely with Ian, Michael Wright, Deputy CEO of Mattioli Woods and Pete Coleman, CEO of Kingswood Group together with the entire Executive team, and the Board, to deliver on the Group’s strategic ambitions.
This follows the announcement in May 2025 that Mattioli Woods and Kingswood Group combined, to create a leading wealth management group.
Ian Mattioli MBE DL Hon LLD, Founding President, added: “Co-founding Mattioli Woods has been the most rewarding chapter of my career and after many years leading the business, now is the right time to transition to a new chapter. I’m excited to continue supporting our clients, partners, and people, while working alongside Peter and the wider team as we build on our strong foundations for long-term growth and success.”
Lindsey McMurray, Managing Partner of Pollen Street Capital, said: “This is a natural and well-planned evolution in the leadership of Mattioli Woods. Ian’s relentless focus on building a client-centric business over the past three decades provides us with a unique platform to build upon. His ongoing presence as Founding President ensures continuity of culture and client focus, while Peter’s leadership and deep industry expertise will bring fresh energy to our next phase of growth.”
Peter Mann, incoming CEO of Mattioli Woods, said: “I am honoured to take on the role of CEO of Mattioli Woods at such an exciting time for our business. As I step into the role of Chief Executive, my priority is on ensuring a smooth transition and building momentum for the next phase of the firm’s growth. We have a strong heritage and an exceptional team, and together with the team at Kingswood, we are entering a new chapter focused on growth, innovation, and delivering even greater value to our clients. Wealth management is about trust and long-term partnership, and I’m committed to ensuring we continue to lead with integrity, expertise, and a forward-thinking approach.”
This transition will take effect in November 2025, following completion of regulatory filings.
