Designed to develop a clear strategy for your financial plans, our portfolio management process is supported by sound investment initiatives and a long-term perspective.
Important: Portfolio management
The value of investments and the income from them can fall as well as rise, and investors may not get back the full amount invested. Past performance is not a guide to the future. Any investment decisions should be made after receiving professional advice. Contact us today to speak to one of our advisers about your investment planning.
Mattioli Woods Limited is authorised and regulated by the Financial Conduct Authority.
Whether you choose to take a hands-on approach or prefer to let our dedicated specialists handle the work for you, you can trust that your investments are in safe and capable hands.
With deep expertise in investment portfolio management and a proven approach to building and managing diversified portfolios, we provide clarity and confidence at every step.
Investment and financial portfolio management is the structured approach to selecting and overseeing a range of investments to help meet specific financial objectives, as part of a wealth management strategy. A portfolio is a collection of assets such as funds, shares, bonds and cash that are brought together to reflect your goals, time horizon and attitude to risk.
The purpose is to balance potential returns with an appropriate level of risk. This is achieved through thoughtful asset allocation and diversification, spreading investments across different asset types and markets to reduce reliance on any single investment.
Portfolio management can be delivered in different ways. You might choose to remain closely involved in decision-making or you might prefer to delegate day-to-day investment decisions to professional portfolio managers within an agreed strategy.
We offer a range of investment portfolio services designed to suit different levels of involvement, experience and financial objectives. To create a well-diversified portfolio for our clients, we use a broad range of fund managers, from large investment houses to small, boutique firms. We also design and build our own focused funds to ensure high-quality, diversified portfolios.
This is suited to clients who want experienced investment professionals to take responsibility for day-to-day investment decisions on their behalf. Your portfolio is managed within a clearly defined mandate that reflects your objectives and attitude to risk.
Key features include:
This service allows you to benefit from professional investment management without needing to respond to market movements yourself, while maintaining clarity and transparency throughout.
Our services also include advisory portfolio management designed for clients who want professional investment guidance while retaining control over their investment decisions. This approach allows you to benefit from expert insight without delegating day-to-day authority over your portfolio.
Key features include:
Our advisory portfolio management services offer a collaborative approach, combining professional expertise with your personal involvement to ensure your portfolio remains aligned with your financial goals.
Managed portfolio solutions are designed for clients who want efficient diversification across a range of asset classes. These portfolios follow a structured investment approach and are aligned to different risk profiles, making them suitable for a wide range of investment objectives.
Key features include:
Our professional portfolio managers offer a straightforward way to access investment management, with a clear structure and consistent oversight designed to support long-term investment outcomes.
Dean Cheeseman, Managing Director of Client Investment Solutions, explains our approach to portfolio project management:
“We take a disciplined approach to investing, with ongoing monitoring and strong governance to help keep your portfolio resilient and responsive as markets change. By providing professional oversight, clear reporting and a tailored strategy, we aim to smooth the ups and downs of today’s investment markets and keep your strategy focused on your long-term financial goals.
“We also know that sometimes a solution is required in the short term. So, we have developed core strengths in adaptability and agility, enabling us to act quickly and confidently to ensure your investments are proactively managed.”
Choosing the right investment portfolio management approach depends on how involved you want to be in investment decisions, as well as your experience, confidence and financial objectives. Some investors prefer to delegate day-to-day decisions to professionals, while others value guidance and reassurance while retaining control.
By understanding your goals and time horizon, as well as your attitude to risk, we can help you identify the portfolio management service that best suits your needs and ensure it continues to do so as your circumstances evolve.
When recommending assets, risk profiling will be required along with an in-depth discussion with one of our advisers.
This will include the completion of a document that gives us the full insight into your financial position so we can develop a suitable investment strategy.
Portfolios centre around the risk levels illustrated in the chart above. A defensive portfolio, for example, is positioned conservatively, aiming to minimise the risk of losing any of the original investment.
At the other end of the scale, an adventurous portfolio seeks higher returns, which may mean (in the short term) that the value can go down and up sharply. Therefore, it is better viewed as a long-term investment.
Our discretionary portfolio management is designed to be flexible to your needs. Your portfolio selection can be altered at any time to ensure it suits your chosen strategy.
Our multi-asset funds and our discretionary portfolio management are actively managed on your behalf by a team of in-house investment experts and investment analysts. Our specialists will also place the portfolio appropriately within the marketplace.
Throughout your journey with Mattioli Woods, you will always be provided with full transparency over performance and cost, and an insight into decision-making.
There are several advantages of investment management:
At Mattioli Woods, we combine decades of investment experience with a strong commitment to acting in our clients’ best interests. We operate in line with the FCA’s Consumer Duty, ensuring our advice, services and ongoing support are designed to deliver good outcomes and put your needs first.
All our clients receive their own dedicated adviser and client relationship manager
Investing now to provide a brighter future
Getting your affairs in order now to provide stability in the future
Knowing we are working to look after what matters to you most
Let us do the work while you spend your time doing what matters to you most
Putting your affairs in place now helps you in the future
Your portfolio is managed by experienced investment professionals and supported by your dedicated adviser and client relationship manager. As a regulated portfolio management company, Mattioli Woods combines specialist investment expertise with personalised advice, ensuring your portfolio is managed in line with your objectives and agreed strategy.
Portfolios are monitored on an ongoing basis and formally reviewed at regular intervals, or sooner if market conditions or your personal circumstances change. Reviews ensure your investments remain aligned with your goals, time horizon and attitude to risk.
Depending on your chosen portfolio management service and investment wrapper, you might be able to invest in a wide range of assets, including:
Your portfolio adviser will ensure asset selection is suitable for your objectives and risk profile.
| Feature | Discretionary portfolio management | Advisory portfolio management | Managed portfolio solutions |
| Who makes decisions? | Investment specialists act on your behalf | You make decisions with adviser guidance | Decisions made within a pre-defined portfolio |
| Level of involvement | Hands-off | Collaborative | Minimal |
| Portfolio type | Bespoke or model-based | Bespoke | Risk-rated and multi-asset |
| Ongoing oversight | Continuous monitoring and rebalancing | Regular adviser reviews | Ongoing management |
| Best suited for | Clients wanting complete delegation | Clients wanting control but with support | Clients seeking simplicity and efficiency |
Fees vary depending on the portfolio management service you choose and your individual circumstances. All charges are clearly explained upfront and your adviser will talk you through the costs, so you understand exactly what you are paying for and why.
Yes. Your investment strategy can be adjusted if your goals, circumstances or attitude to risk change. Regular reviews provide an opportunity to revisit your strategy and ensure it remains appropriate.
Investment markets naturally rise and fall over time. Portfolio diversification, disciplined asset allocation and ongoing monitoring are designed to help manage volatility and risk. Your adviser will also be available to discuss market conditions and provide reassurance during periods of uncertainty.
