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For more information or to arrange a meeting to discuss your specific needs, please contact us via email at hello@mattioliwoods.com, or alternatively, please call us at 0333 034 4110.

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    Home / MWise

    Invest with MWise

    • Harness the power of over 30 years of excellence in wealth management, now in an app.
    • Invest from £500 (£250 for JISA) in tailored funds via the MWise app.
    • Plan, track, and access investments matching your risk profile.
    • Whether you want active or passive funds, it’s your call. Explore our flexible options to reach your goals.
    Open an account online
    MWise
    Mattioli Woods MWise

    Download the app today

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    Remember, the value of your investments can go up and down, and you may get back less than you originally invested. Tax treatment depends on your individual circumstances, and rules may change. Past performance is not a guide to future performance. Investment decisions should be taken with professional advice.

    Why choose MWise?

    Why Mattioli Woods?

    Peace of mind to our clients for over 30 years. We have embedded all our experience into MWise. We are not a technology company looking for a new market; we are established wealth managers focused on delivering service excellence both in person and through technology.

    Future focused and accessible

    Building on your vision and goals for your future. Benefiting from the experts at Mattioli Woods, you will have immediate access to your investments online or via a mobile device. Your investment strategy will be aligned to your attitude to risk and your capacity to bear capital losses. You will also be able to choose between our actively managed funds.

    Plan for the future

    We will only recommend investments that are suitable for you. You will be able to choose from our established multi-asset Funds, or our recently launched ‘passive’ multi-asset Funds. Both sets of funds invest in a range of global investments and asset classes, specifically chosen and managed by our in-house investment team and made available exclusively for clients of Mattioli Woods.

    Step by step

    With MWise, you tell us about yourself, your experience with investments, and how you may feel if the value goes up or down. Then, based on your answers, we will recommend an investment portfolio that is suitable for you. If you decide to invest, MWise lets you see every day how your investment is performing.

    Start your MWise journey today

    With 24/7 access, start with as little as a £500 lump sum (£250 for JISA), with optional regular investment from £50 a month direct debit. Open an ISA, Junior ISA or General Investment Account and invest in one of Mattioli Woods’ in-house funds best suited to your goals and attitude to risk.

    Investing carries risk.

    Download today

    Secure, simplified investing

    Peace of mind, paperless investing at your fingertips that evolves as your circumstances and objectives change.

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    Download the app today

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    The MWise app

    MWise helps you plan and track your investments as well as find suitable investments specifically selected by our own Investment team. This means your investments are in safe, expert hands.

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    Calculate your investment

    How much will you invest in the first year?

    Choose fund type
    Multi-asset Funds Passive Multi-asset Funds
    Investment amount

    Minimum investment £500

    Cautious
    Balance
    Growth
    Adventurous
    Management fee 1
    0.30%
    0
    0.30%
    0
    0.30%
    0
    0.30%
    0
    0.30%
    0
    0.30%
    0
    0.30%
    0
    0.30%
    0
    Ongoing MW investment management charge 2*
    0.25%
    0
    0.25%
    0
    0.25%
    0
    0.25%
    0
    0.25%
    0
    0.25%
    0
    0.25%
    0
    0.25%
    0
    Ongoing multi-asset fund charge 3*
    0.15%
    0
    0.15%
    0
    0.15%
    0
    0.15%
    0
    0.15%
    0
    0.15%
    0
    0.15%
    0
    0.15%
    0
    Ongoing fund manager charge 4*
    0.39%
    0
    0.12%
    0
    0.41%
    0
    0.09%
    0
    0.46%
    0
    0.09%
    0
    0.51%
    0
    0.07%
    0
    Mattioli Woods retained interest 5
    0.02%
    0
    0.02%
    0
    0.02%
    0
    0.02%
    0
    0.02%
    0
    0.02%
    0
    0.02%
    0
    0.02%
    0
    Estimated cost over 12 months based on 0% return
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    Total paid to Mattioli Woods:
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    Total paid to third parties:
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    0%
    0
    *These charges only apply to 99.2% of the total investment amount as 0.8% is held as cash.
    [1] The Mattioli Woods management fee is charged for providing you with an online simplified advice service. It includes an investment services charge for the provision of investment services associated with the processing and servicing of investments and other costs incurred on behalf of clients. Pershing is paid an element of this charge for the services it provides including dealing, clearing, settlement, safe custody and other associated services. The actual figure paid to Pershing will be dependent on the aggregate value of assets held by Mattioli Woods’ clients with Pershing. A full breakdown of the services provided by Pershing and its respective costs is available on request. Mattioli Woods retains the balance of this fee after Pershing is paid.
    [2] This fee is paid to Mattioli Woods. It is for managing the multi-asset funds and passive multi-asset funds.
    [3] This fee is paid to FundRock Partners Limited who is the Authorised Corporate Director (ACD). FundRock Partners Limited provide the fund structure for our multi-asset funds. Mattioli Woods may retain an element of this charge.
    [4] These are third party fund manager costs which are charged for the management of the underlying funds held within the multi-asset funds and the passive multi-asset funds.
    [5] Outside of the interest earned on cash within your portfolio, we retain interest at 2.50% applicable only to the 0.8% held as cash. The percentage figure within the table indicates the interest retained by us as a percentage of the total yearly amount entered.

    Resources

    • Fact Sheets
    • Investment Risk Warning
    • Pershing Terms Of Business
    • Client Agreement
    • FAQs
    Passive Model Portfolio Adventurous
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    Passive Model Portfolio Growth
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    Passive Model Portfolio Balanced
    Download >
    Passive Model Portfolio Cautious
    Download >
    Model Portfolio Adventurous
    Download >
    Model Portfolio Growth
    Download >
    Model Portfolio Balanced
    Download >
    Model Portfolio Cautious
    Download >
    MWise Risk Warning
    Visit >
    Pershing Terms of Business
    Download >
    Client Agreement
    Download >
    Frequently Asked Questions
    Visit >

    Find out how the Mattioli Woods team can help you today!

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