Successful investing is about more than selecting investments. It’s about building a disciplined strategy aligned to your goals, ambitions and long-term financial future.
At Mattioli Woods, we combine institutional investment expertise with personal financial planning to help individuals, families and organisations invest with confidence. Our investment management services include diversified portfolios, bespoke discretionary investment management, responsible investing, private market opportunities and treasury solutions, all delivered through a clearly defined investment philosophy.
We believe successful investing begins with understanding your objectives, time horizon, attitude to risk and wider financial circumstances. By combining disciplined investment principles, active governance and expert guidance, we help clients grow, preserve and manage wealth effectively, while ensuring their investment strategy remains aligned with their broader financial goals over time.
Our Investment Ecosystem
Investing successfully requires more than a single solution. Our investment ecosystem combines complementary capabilities, specialist expertise and robust governance to create a comprehensive investment framework. This enables you and your adviser to access diversified portfolios, bespoke investment solutions and exclusive opportunities, all supported by rigorous oversight and a disciplined investment process.
Core Investment Solutions
Our Core Investment Solutions bring together a range of professionally managed portfolios, each built around a distinct investment approach and supported by rigorous oversight. Whether you favour active management, passive investing, growth, income or risk-managed strategies, each solution is designed to help you pursue your financial goals with confidence.
Explore our Managed Portfolio Solutions below
Managed Portfolio Solutions
Expertly selected investments
Our investment specialists carefully select leading fund managers. They combine independent research with rigorous oversight to help clients achieve their long-term financial goals.
Global investing, Exceptional value
Built by Mattioli Woods using BlackRock's iShares funds, these globally diversified portfolios aim to capture market growth while keeping costs competitive.
Investing for long-term growth
Growth-orientated portfolios draw on J.P. Morgan's global research, investment expertise and active management to help clients build wealth over the long term.
Investing with income in mind
Income-orientated strategies draw on T. Rowe Price's global expertise. They aim to generate income while supporting clients' longer-term financial needs and ambitions.
Intelligent investing, disciplined risk management
A range of models from an experienced, award-winning team, who aim to deliver higher returns with lower volatility than the benchmark.
Bespoke investment management
Personal discretionary investment management tailored to you
For clients seeking a more personalised investment approach, Mattioli Woods Private Client – Bespoke delivers discretionary investment management tailored to individual financial priorities and long-term objectives.
Clients work directly with experienced investment managers to create portfolios tailored around:
- Wealth preservation
- Long-term growth
- Income generation
- Retirement planning
- Estate planning considerations
- Tax efficiency
- ESG preferences
- Intergenerational wealth planning
Responsible investing
Investing with broader future-focused considerations
For many investors, financial returns are only part of the picture.
Increasingly, clients want their investments to reflect broader environmental, social and governance considerations alongside their long-term financial objectives.
At Mattioli Woods, we believe responsible investing should form part of a thoughtful and disciplined investment process – considering not only traditional financial risks, but also the wider structural trends shaping economies, businesses and societies over time.
Responsible investing solutions are available across multiple areas of our investment proposition, including:
- ESG managed portfolios
- Responsible discretionary investment management
- Sustainable investment strategies
- Responsible screening approaches
- Long-term thematic investing
Private markets and tax-efficient investing
Specialist investment opportunities beyond traditional markets
Certain investors may wish to access specialist investment opportunities beyond traditional listed markets as part of a diversified long-term investment and wealth planning strategy.
At Mattioli Woods, our private markets and tax-efficient investment capabilities are designed for investors seeking access to alternative growth opportunities, specialist planning solutions and longer-term wealth structuring strategies.
Through Maven Capital Partners, qualifying investors can access specialist private market investment opportunities including:
- Private equity
- Venture capital
- Growth capital strategies
- Alternative investment opportunities
Treasury and institutional solutions
Strategic treasury and liquidity management
Managing significant cash balances requires more than simply seeking competitive deposit rates.
Mattioli Woods Treasury Solutions provides bespoke treasury and liquidity management services for:
- Charities
- Universities
- Trusts
- Pension schemes
- Corporates
- Institutional investors
Our approach focuses on balancing security, liquidity, accessibility, risk management and yield optimisation within a disciplined treasury framework. Every treasury strategy is designed around the operational realities, governance structure and liquidity requirements of each organisation.
Investment insights and market commentary
Successful investing requires ongoing oversight, perspective and communication – particularly through changing market conditions.
Our investment teams provide regular market commentary, portfolio insights and investment updates designed to help clients and advisers stay informed about market developments, economic trends, portfolio positioning, investment outlooks and long-term investment themes. This includes:
Monthly Investment Commentary
Quarterly Market Updates
Portfolio & Fund Reporting
Investment Webinars & Events
Specialist Insights
Your financial world in one place
Managing wealth should feel organised, transparent and accessible, particularly when investments form part of a wider financial plan.
Our digital tools and client technology solutions are designed to help clients maintain visibility over their investments and wider financial arrangements through secure online access and reporting.
Depending on the services used, clients can:
- View portfolio valuations
- Access reporting and documentation
- Monitor financial progress
- Communicate securely with advisers and investment managers
- Maintain oversight of wider financial planning arrangements
This includes access to digital solutions such as Mattioli Woods Go and MWeb, helping clients stay connected to their financial information with greater clarity and convenience.
Because investment management should feel transparent, accessible and connected to the wider financial decisions shaping your future.
FAQs
Frequently asked questions
What investment management solutions do Mattioli Woods provide?
Mattioli Woods provides a broad range of investment management solutions designed to support differing financial goals, investment preferences and levels of complexity.
Our offering includes:
- Managed Portfolio Solutions
- Bespoke discretionary investment management
- Active and passive investment strategies
- ESG and responsible investing solutions
- AIM, EIS, VCT and Unlisted Business Relief investing
- Private market investment opportunities
- Treasury and liquidity management services
We work with private clients, advisers, trustees and institutions to provide investment solutions built around long-term planning, disciplined portfolio management and wider financial objectives.
What are managed portfolios?
Managed portfolios are professionally managed, diversified investment portfolios designed around different risk profiles, investment objectives and client preferences.
Rather than selecting and managing investments individually, clients gain access to a professionally constructed portfolio overseen by experienced investment teams. This provides a more streamlined and disciplined approach to investing, with ongoing monitoring, asset allocation and portfolio management handled on the client’s behalf.
At Mattioli Woods, our Managed Portfolio Solutions offer access to a broad range of active, passive, tactical, growth and income-focused strategies through a single, integrated investment proposition – helping create a more convenient and joined-up approach to long-term investing.
What’s the difference between restricted and independent advice?
The distinction between restricted and independent advice was introduced following the Retail Distribution Review to provide greater clarity around how financial advice is delivered.
Both models are designed to help clients achieve suitable outcomes and both require advisers to fully understand a client’s circumstances, objectives and attitude to risk before making recommendations.
Independent advice has the ability to consider products and providers from across the wider market when making recommendations.
Restricted advice operates within a carefully selected and governed range of solutions chosen on the basis of quality, suitability, oversight and consistency.
For investments, Mattioli Woods operates a restricted advice model.
In practice, this means we provide investment advice using a carefully curated range of investment solutions selected through disciplined governance, research and oversight processes. Many of our core investment solutions are managed internally or developed alongside leading external investment managers such as BlackRock, J.P. Morgan Asset Management and T. Rowe Price.
Many of these solutions also utilise open-architecture investment approaches, allowing underlying investments and specialist managers to be selected from across the wider market.
In certain specialist areas – particularly tax-efficient investments, private markets and specialist planning solutions – we may also assess carefully selected third-party solutions from the wider market where we believe additional expertise or investment access may benefit clients.
Our approach is built around curation rather than simply maximising the number of available options. The aim is not to limit choice, but to provide clarity, governance and confidence in the solutions recommended.
What is the difference between the Mattioli Woods multi-asset funds and iBOSS Managed Portfolio Solutions?
Both the Mattioli Woods multi-asset funds and iBOSS Managed Portfolio Solutions are professionally managed, diversified investment solutions designed to support long-term investing across different risk profiles. However, they are built with different investment approaches and client preferences in mind.
The Mattioli Woods multi-asset funds are designed as strategic multi-asset portfolios focused on long-term asset allocation, diversification and disciplined portfolio construction. Managed by the Mattioli Woods Investments team, the funds utilise an open-architecture approach, selecting specialist investment managers from around the world to create diversified portfolios aligned to differing risk profiles and long-term objectives.
iBOSS Managed Portfolio Solutions typically take a more tactical and dynamically managed approach. Using active asset allocation and tactical portfolio positioning, iBOSS portfolios are designed to respond more actively to changing market conditions while still maintaining diversified multi-asset exposure.
In practice, the choice between the two will often depend on factors such as:
- Your preferred investment approach
- Attitude to risk and volatility
- Preference for strategic or more tactical portfolio management
- Retirement income requirements
- ESG or passive investment preferences
- Wider financial planning considerations
A Mattioli Woods adviser can help determine which investment approach is most appropriate based on your personal circumstances, objectives and long-term financial goals.
What‘s the difference between investment funds and Managed Portfolio Solutions (MPS)?
Investment funds and Managed Portfolio Solutions (MPS) are both professionally managed investment solutions, but they’re structured and managed in different ways.
An investment fund pools investors’ money into a single fund structure managed to a specific investment objective. Investors hold units within the fund itself, and the portfolio is managed collectively for all investors within that strategy.
A Managed Portfolio Solution (MPS) is a professionally managed portfolio solution where investments are typically held directly within an individual client account, often through a platform. The portfolios are managed to defined risk profiles and investment objectives, but the structure can offer greater flexibility around platform access, tax wrappers and portfolio implementation.
At Mattioli Woods, we provide both investment funds and Managed Portfolio Solutions, allowing advisers and clients to select the structure and investment approach most appropriate to their needs, preferences and wider financial planning arrangements.
Do you offer active and passive investment solutions?
Yes. Our investment proposition includes both actively managed and passive investment solutions designed to support differing client objectives, investment preferences and attitudes to risk.
Our actively managed solutions include the Mattioli Woods multi-asset funds, iBOSS Managed Portfolio Solutions, Atlas Portfolios Powered by J.P. Morgan, Income Portfolios Powered by T. Rowe Price and bespoke discretionary investment management through Mattioli Woods Private Client – Bespoke.
For clients seeking a lower-cost index-based approach, we also provide passive portfolio solutions powered by BlackRock using iShares funds, alongside passive portfolio options available within the iBOSS range.
This allows clients and advisers to access a broad range of investment approaches within a single, integrated investment proposition.
Can portfolios be tailored to my personal requirements?
Yes. One of the benefits of working with a Mattioli Woods adviser is the ability to align investment strategies more closely to your wider financial circumstances and long-term goals.
Portfolios can be tailored around factors such as your financial objectives, attitude to risk, income requirements, tax considerations, retirement plans, estate planning priorities and responsible investment preferences.
This joined-up approach helps ensure investment decisions remain connected to your broader financial plan rather than operating in isolation.
Do you provide responsible investment solutions?
Yes. ESG and responsible investment solutions are available across multiple investment strategies and discretionary investment management services within the Mattioli Woods investment proposition.
These solutions are designed for clients who wish to incorporate environmental, social and governance considerations into their investment approach alongside long-term financial objectives.
Depending on client preferences, this can include ESG-focused managed portfolios, responsible investment screening, sustainable investment themes and broader stewardship considerations within portfolio construction and investment selection.
What are EIS, VCT and Business Relief investments?
The Enterprise Investment Scheme (EIS), Venture Capital Trusts (VCTs) and Business Relief are specialist tax-efficient investment structures designed for eligible investors willing to accept higher levels of investment or liquidity risk.
Can you work alongside my financial adviser?
Yes. Several parts of our investment proposition can work alongside both Mattioli Woods advisers and external financial advisers.
This includes services such as Mattioli Woods Private Client – Bespoke, iBOSS Managed Portfolio Solutions and selected private market opportunities through Maven Capital Partners.
This collaborative approach helps combine financial planning, investment management and long-term strategic oversight to ensure investment decisions remain aligned to wider financial goals and client objectives.
Can I access my investments online?
Yes. Clients can securely access portfolio information, reporting and communications online through our digital client technology solutions, including Mattioli Woods Go and other secure platforms available across the wider group.
Depending on the services used, clients may be able to:
- View portfolio valuations
- Access reporting and documentation
- Monitor financial progress
- Communicate securely with advisers and investment managers
- Maintain visibility over wider financial planning arrangements
Our digital solutions are designed to provide greater transparency, accessibility and connectivity across your financial life.