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    Home / Services / Investments / Investment Management / Managed Portfolio Solutions

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    Managed Portfolio Solutions

    Professionally managed portfolios designed around different investment approaches.

    Different investors require different investment approaches.

    Some clients prioritise long-term strategic investing and broad diversification. Others seek lower-cost passive investing, tactical portfolio management, retirement income or higher-growth opportunities.

    At Mattioli Woods, our Managed Portfolio Solutions provide access to a carefully governed range of professionally managed portfolios designed around differing investment objectives, attitudes to risk and implementation preferences.

    Our proposition combines:

    • Strategic and tactical portfolio management
    • Active and passive investing
    • Growth and income-focused strategies
    • Diversified multi-asset portfolios
    • Institutional investment expertise
    • Ongoing governance and oversight

    Because managed investing should not be about fitting every client into the same portfolio.

    It should be about selecting the right investment approach for the goals the portfolio is there to support.

    Different clients require different investment approaches. The role of managed portfolios is to provide disciplined, diversified solutions aligned to differing goals, risk profiles and market environments
    Dean Cheeseman
    Managing Director of Client Investment Solutions, Mattioli Woods

    Choosing the right managed portfolio approach

    Our Managed Portfolio Solutions are designed to provide flexibility across a broad range of investment styles and objectives.

    Each portfolio range is available across differing risk profiles designed to reflect varying levels of investment risk, volatility and return expectations.

    Some portfolios focus on strategic long-term asset allocation. Others utilise more tactical positioning designed to respond proactively to changing market conditions. Some prioritise lower-cost passive investing, while others focus on growth opportunities or retirement income generation.

    The most appropriate solution will depend on factors such as:

    • Your investment objectives
    • Attitude to risk and volatility
    • Time horizon
    • Income requirements
    • Preference for active or passive investing
    • ESG preferences
    • Wider financial planning considerations

    A Mattioli Woods adviser can help determine which portfolio approach is most appropriate based on your wider financial goals and circumstances.

    Comparing our managed portfolio solutions

    The table below provides a simplified overview of how the different managed portfolio approaches compare.

    Solution

    Investment approach

    Designed for

    Key characteristics
    Mattioli Woods Multi Asset Funds Strategic active multi-asset Long-term diversified investors Strategic asset allocation with selective tactical positioning
    Passive Multi-Asset Funds Powered by BlackRock Passive multi-asset Lower-cost index-based investing Diversified passive investing using BlackRock iShares
    iBOSS Managed Portfolios Tactical MPS Investors seeking more dynamic portfolio management. Tactical asset allocation and active oversight
    J.P. Morgan Growth Strategies Growth-focused multi-asset. Investors seeking long-term capital growth Exclusive globally diversified growth portfolios
    T. Rowe Price Income Solutions Income-focused multi-asset Retirement income and sustainable withdrawals Diversified income-focused portfolios

    Strategic multi-asset investing

    Mattioli Woods Multi Asset Funds

    The Mattioli Woods Multi Asset Funds are actively managed, risk-rated multi-asset portfolios designed for clients seeking diversified investing through disciplined portfolio construction and strategic asset allocation.

    Available across four risk profiles:

    • Cautious
    • Balanced
    • Growth
    • Adventurous

    The portfolios are managed by the Mattioli Woods investment team using our DRIVE investment philosophy.

    Each portfolio combines strategic asset allocation aligned to its target risk profile alongside selective tactical positioning designed to respond thoughtfully to changing market conditions and investment opportunities.

    The portfolios utilise an open-architecture approach, allowing the investment team to select specialist investment managers from around the world rather than being restricted to a single provider or investment house. This helps create diversified portfolios designed to support sustainable growth while carefully managing investment risk through changing market conditions.

    The result is a professionally managed investment solution that combines institutional investment expertise with the simplicity and accessibility of a single-fund structure.

    Tactical portfolio management

    iBOSS Managed Portfolios

    iBOSS provides a broad range of professionally managed portfolio solutions designed for clients seeking a more actively managed and responsive investment approach.

    While some portfolios are managed primarily around long-term strategic positioning, iBOSS portfolios take a more tactical approach — allowing portfolios to adapt more actively to changing market conditions, economic developments and investment opportunities.

    The proposition includes:

    • Core MPS
    • Passive MPS
    • Blended MPS
    • Decumulation portfolios
    • Sustainable investment portfolios

    Together, this provides access to 41 risk-rated portfolios designed to support differing investment objectives, retirement needs and investment preferences.

    Using active asset allocation, tactical portfolio positioning and ongoing market oversight, iBOSS portfolios are designed to respond proactively to changing investment environments while maintaining diversified multi-asset exposure within a disciplined governance framework.

    Alongside portfolio management, you and your adviser also benefit from regular market commentary, portfolio updates and ongoing investment insights designed to provide greater clarity around how portfolios are being managed and why.

    iBOSS has also received multiple industry awards and recognition for its investment proposition, service standards and adviser support, including FTAdviser 5-Star Service Awards and Defaqto ratings.

    This provides a flexible and actively managed investment solution for clients seeking a more dynamic approach to portfolio management within a professionally governed framework.

    Passive portfolio solutions

    Passive Multi Asset Funds Powered by BlackRock

    For clients seeking a lower-cost, index-based investment approach, our Passive Multi Asset Funds Powered by BlackRock combine strategic portfolio design from Mattioli Woods with the global scale, investment expertise and implementation efficiency of BlackRock iShares funds.

    Available across four risk profiles:

    • Cautious
    • Balanced
    • Growth
    • Adventurous

    the portfolios provide diversified passive exposure across global equities, sovereign and corporate bonds, emerging markets and alternative assets.

    Strategic asset allocation is overseen by the Mattioli Woods investment team, helping ensure portfolios remain aligned to investment objectives and risk parameters while benefiting from the transparency, scale and cost efficiency of passive investing through Blackrock, one of the world’s leading investment managers.

    The partnership with BlackRock provides clients access to institutional-quality passive investing through one of the world’s largest and most established asset managers, alongside the governance, oversight and strategic portfolio construction of the Mattioli Woods investment team.

    Passive investment solutions are also available within the iBOSS Managed Portfolio range, providing clients and advisers with additional flexibility across passive and blended portfolio approaches.

    Growth-focused portfolios

    Atlas Strategies Powered by J.P. Morgan

    Our investment proposition includes exclusive access to three globally diversified growth portfolios created specifically for Mattioli Woods clients in partnership with J.P. Morgan Asset Management.

    Unavailable outside the Mattioli Woods investment proposition, these portfolios combine the global research capability, institutional investment expertise and portfolio construction strength of one of the world’s leading asset managers with investment solutions tailored specifically to the needs of Mattioli Woods clients.

    Available across three different risk profiles, the portfolios are designed for clients seeking long-term capital growth through actively managed multi-asset investing.

    The portfolios provide diversified exposure to global growth opportunities through actively managed underlying J.P. Morgan investment strategies, helping clients access institutional-quality investment expertise within a professionally governed portfolio framework.

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    Income-focused portfolios

    Income Strategies Powered by T. Rowe Price

    For clients seeking sustainable income alongside capital management, our investment proposition includes exclusive income-focused portfolios created specifically for Mattioli Woods clients by T. Rowe Price.

    Unavailable outside the Mattioli Woods investment proposition, these portfolios combine the global investment expertise and income-focused portfolio construction capabilities of one of the world’s leading asset managers with solutions tailored specifically to the needs of Mattioli Woods clients.

    Available across two different income levels and risk profiles, the portfolios are designed to support retirement planning and long-term income generation through actively managed multi-asset investing.

    The portfolios aim to balance reliable income with capital resilience through changing market conditions, helping clients seeking a more structured and professionally managed approach to retirement income investing.

    Explore more about T. Rowe Price

    Active and passive investing explained

    Our Managed Portfolio Solutions include both active and passive investment approaches.

    Active investing aims to add value through:

    • Investment selection
    • Tactical asset allocation
    • Portfolio positioning
    • Active market oversight

    Passive investing seeks to track the performance of investment markets efficiently using lower-cost, index-based investment approaches rather than attempting to outperform them through active investment selection.

    By investing across broad market indices and asset classes, passive investing aims to provide diversified market exposure, transparency and cost efficiency within a disciplined long-term investment framework.

    Some clients strongly prefer one approach. Others choose a blended approach combining active and passive elements within a diversified investment strategy.

    At Mattioli Woods, our proposition provides access to both approaches within a single, integrated investment framework.

    What is the difference between investment funds and Managed Portfolio Services (MPS)?

    Investment funds and Managed Portfolio Services (MPS) are both professionally managed investment solutions, but they are structured differently.

    An investment fund pools investors’ money into a single fund structure managed to a defined investment objective. Investors hold units within the fund itself.

    A Managed Portfolio Service (MPS) is a professionally managed portfolio service where investments are typically held directly within an individual client account through an investment platform.

    Both structures can provide diversified multi-asset exposure and professional investment management. The most appropriate structure will depend on factors such as:

    • Platform preferences
    • Tax wrappers
    • Portfolio flexibility
    • Reporting requirements
    • Adviser implementation preferences

    The right approach will ultimately depend on your wider financial goals, investment preferences and how your investments integrate with broader financial planning considerations.

    Speak to an adviser about choosing the right portfolio approach

    Investment governance and oversight

    Successful portfolio management requires more than selecting investments.

    Across our Managed Portfolio Solutions, portfolios benefit from:

    • Ongoing investment research
    • Portfolio monitoring and oversight
    • Strategic and tactical asset allocation reviews
    • Risk management frameworks
    • Market and economic analysis
    • Investment committee governance

    Portfolios are not designed to remain static. They are continuously monitored and reviewed to help ensure they remain aligned to their stated objectives, risk parameters and evolving market conditions.

    This disciplined governance framework helps portfolios adapt thoughtfully to changing investment environments while maintaining a clear focus on the objectives they are there to support.

    Investment insights and market commentary

    Our investment teams provide regular market commentary, portfolio insights and investment updates designed to help clients and advisers remain informed about:

    • Market developments
    • Economic trends
    • Portfolio positioning
    • Investment outlooks
    • Asset allocation decisions
    • Longer-term market themes

    This includes monthly investment commentary, quarterly market updates, portfolio and fund reporting, investment webinars and events, alongside specialist insights from both our internal investment teams and external investment partners.

    Explore Investment Insights

    Frequently asked questions

    Do I need a financial adviser to access managed portfolios?

    Yes. Managed portfolio solutions are typically accessed through a financial adviser who helps ensure investment portfolios remain aligned to your financial goals, attitude to risk, time horizon and wider financial planning considerations.

    A Mattioli Woods adviser can also help determine which investment approach, portfolio structure and level of risk is most appropriate based on your individual circumstances and long-term objectives.

     

     

    Can managed portfolios be tailored to my requirements?

    Yes. A Mattioli Woods adviser can help align portfolio solutions more closely to factors such as:

    • Income requirements
    • Retirement plans
    • ESG preferences
    • Tax considerations
    • Risk tolerance
    • Wider financial planning priorities

     

     

    Do you offer ESG managed portfolios?

    Yes. ESG and sustainable investment approaches are available within the iBOSS Managed Portfolio range, including sustainable investment portfolios designed for clients who wish to incorporate environmental, social and governance considerations into their investment decisions alongside wider financial objectives and risk considerations.

    Depending on the portfolio selected, this can include responsible investment screening, sustainable investment themes and ESG-focused portfolio construction within a diversified managed portfolio framework.

     

     

    How are managed portfolios monitored and governed?

    Managed portfolios are subject to ongoing oversight, monitoring and governance through disciplined investment research, portfolio analysis and investment committee review.

    This includes regular assessment of asset allocation, market conditions, portfolio positioning, risk management and underlying investments to help ensure portfolios remain aligned to their stated objectives and evolving market environments.

     

     

    Start a conversation

    Whether you are reviewing an existing investment portfolio, considering managed investing for the first time or seeking a more structured investment approach, our teams can help.

    At Mattioli Woods, Managed Portfolio Solutions are designed to provide more than diversification alone.

    They are designed to provide clarity, governance and confidence through changing market conditions.

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