Personal investment management built around you

Mattioli Woods Private Client – Bespoke

Our Mattioli Woods Private Client – Bespoke team provide discretionary investment management built around your goals, your circumstances and your long-term priorities. Our investment managers work either directly with clients or alongside financial advisers to create portfolios managed with a disciplined risk structure, tax awareness, active oversight and a long-term perspective.

We believe investment management should feel personal, considered and connected to the wider financial decisions that will shape your future.

Discretionary investment management explained

Discretionary investment management allows you to appoint a professional investment manager who will manage your portfolio on your behalf.

Rather than approving every investment decision individually, your portfolio is managed within the agreed objectives, risk profile and parameters, established with you from the outset.

This allows your investment manager to respond efficiently to changing markets, economic conditions and investment opportunities. It also allows you to delegate day-to-day investment decision-making with confidence, knowing your portfolio is being actively overseen on an ongoing basis.

Our approach focuses on:

• Long-term wealth preservation and growth
• Active portfolio management
• Tax-aware investment decisions
• Risk management and diversification
• Transparent reporting and ongoing reviews
• Personal relationships and accessibility

The result is a service shaped around your goals, your circumstances and the long-term future of your wealth.

Investment management connected to your wider financial plan

Investment decisions shouldn’t happen in isolation.

One of the key strengths of our Private Client – Bespoke team is the ability to integrate discretionary investment management alongside wider financial planning.

Our investment managers can work directly with clients or alongside financial advisers to help ensure investment decisions remain aligned to broader financial goals.

This can include:

• Retirement planning
• Pension strategies
• Cashflow modelling
• Tax-efficient investing
• Estate planning
• Trust planning
• Income planning
• Capital Gains Tax (CGT) considerations
• Inheritance Tax (IHT) mitigation

This joined-up approach helps ensure investment strategies remain connected to the wider financial realities of your life rather than existing as a standalone portfolio.

Our discretionary investment management philosophy

Markets will naturally rise and fall over time. We believe better long-term outcomes are built through:

• Rigorous research
• Disciplined decision-making
• Diversification
• Active oversight
• Long-term thinking
• Careful risk management

Rather than attempting to predict every short-term market movement, our focus is on building resilient portfolios designed to support clients through changing economic conditions.

Our investment managers work closely with our wider investment research team, combining in-house expertise with carefully selected investment solutions to create portfolios aligned to each client’s objectives and risk profile.

We believe successful investing requires balancing opportunity with discipline – focusing not only on generating returns, but also on preserving capital, managing volatility and keeping portfolios aligned to the purpose they’re there to support.

Experienced investment management backed by broader expertise

Our Private Client – Bespoke team forms part of the wider Mattioli Woods investment capability, combining discretionary portfolio management, investment research and broader financial planning expertise.

Clients benefit from:

• Experienced investment managers
• Rigorous research and oversight
• ESG and responsible investment capability
• Tax-aware portfolio management
• Long-term relationship-led advice

This collaborative approach helps ensure investment decisions are supported by both personal understanding and disciplined investment governance.

The result is an investment management service combining personal relationships with the depth, structure and oversight of a broader investment capability.

These strategies can be accessed through traditional and ESG implementation styles, allowing clients to align portfolios with their personal objectives and preferences.

Our responsible investment approach

Our approach combines several key elements:

• ESG integration within investment analysis
• Responsible screening and exclusions where appropriate
• Active stewardship and long-term engagement
• Consideration of long-term global themes and structural trends

We also utilise the United Nations Sustainable Development Goals (UNSDGs) as part of our broader investment research and portfolio considerations.

As long-term stewards of client capital, we believe ESG considerations can play an important role in identifying both investment risks and long-term opportunities – helping support more resilient portfolios over time.

For many clients, responsible investing is not simply about values. It’s also about understanding the long-term forces shaping future investment opportunities and risks.

Your financial world in one place

Managing wealth should feel organised, transparent and accessible, particularly when investments form part of a wider financial plan.

Through Mattioli Woods Go, clients can access a secure digital environment bringing together their financial information in one place.

The platform allows clients to:

• View portfolio valuations
• Monitor financial progress
• Access documents and reporting
• Communicate securely with advisers and investment managers
• Maintain visibility over their wider financial position

More than simply a portal, Mattioli Woods Go is designed to provide greater clarity and confidence around your financial life.

Because successful financial planning is not just about managing investments. It’s about helping you feel more connected to your financial future.

Meet the Private Client – Bespoke team

Our Private Client – Bespoke team combines investment expertise with a highly personal approach to client relationships.

Working closely with clients, advisers and wealth planners, the team focuses on delivering tailored investment management supported by ongoing communication, active oversight and long-term thinking.