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    Home / Services / Investments / Mattioli Woods Private Clients…

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    Personal investment management built around you

    Successful investing is about more than selecting investments. It’s about understanding the life those investments are there to support.

    Contact Us

    Our Mattioli Woods Private Client Bespoke team provides 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.

    Successful investing is not simply about managing portfolios. It is about understanding the life, goals and future those investments are there to support.
    Paul Surguy
    Head of Investment Management
    Mattioli Woods building

    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.

    A portfolio designed around your goals

    Every client’s financial journey is different.

    Some clients are focused on building long-term wealth. Others are planning for retirement, generating income, preserving capital or thinking about how wealth can be passed on to future generations.

    That’s why every portfolio begins with understanding:

    • your financial objectives
    • your investment time horizon
    • your income needs
    • your tolerance for risk
    • your wider financial planning priorities
    • your tax position
    • your personal values and preferences

    By understanding what matters most to you, we can create a portfolio designed to align with your goals while remaining flexible as your circumstances evolve over time.

    Our investment managers work closely with clients to ensure portfolios remain aligned to changing market conditions, life events and financial priorities through regular reviews and ongoing communication.

    Investment management connected to your wider financial plan

    Investment decisions should not 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
    • cash-flow modelling
    • tax-efficient investing
    • estate planning
    • trust planning
    • income planning
    • Capital Gains Tax considerations
    • Inheritance Tax 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.

    Speak to our investment management team

    Whether you’re reviewing an existing portfolio, planning for retirement or considering a more tailored investment approach, we can help.

    Contact

    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 are 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.

    Portfolio options tailored to your needs

    Defensive

    Designed for clients seeking a greater emphasis on capital preservation and lower levels of investment risk.

    Cautious

    Focused on balancing stability with modest long-term growth potential.

    Balanced

    A diversified approach designed to balance growth opportunities with risk management.

    Growth

    Focused on achieving higher long-term capital growth through increased exposure to risk assets.

    Adventurous

    Designed for investors comfortable accepting higher levels of volatility in pursuit of greater long-term growth potential.

    Income

    Focused on generating sustainable levels of income alongside long-term capital management considerations. These strategies can be accessed through traditional and ESG implementation styles, allowing clients to align portfolios with their personal objectives and preferences.

    Responsible and ESG investing

    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 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 themes shaping economies, businesses and societies over the long term.

    Responsible investing involves considering ESG factors when making investment decisions, alongside active stewardship and ongoing engagement where appropriate.

    Our ESG portfolios are designed for clients who wish to incorporate responsible investment considerations into their investment strategy while maintaining a diversified and actively managed portfolio approach.

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    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 (UN SDGs) 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.

    AIM portfolio service and inheritance tax planning

    Our AIM Portfolio Service is designed for clients considering inheritance tax planning solutions as part of their wider financial strategy.

    The Alternative Investment Market (AIM) provides access to smaller and growing UK businesses operating across a wide range of sectors and industries. Many AIM-listed companies are innovative, entrepreneurial businesses with long-term growth potential.

    Certain qualifying AIM investments may benefit from Business Relief, which can provide inheritance tax advantages when investments are held for the required qualifying period and legislative conditions are met.

    Our investment managers work closely with clients and advisers to assess whether AIM investing is appropriate based on:

    • risk tolerance
    • investment objectives
    • estate planning priorities
    • liquidity requirements
    • wider financial circumstances

    Because AIM investments can carry higher levels of risk and volatility, careful portfolio construction and ongoing monitoring remain essential. AIM investments can carry higher levels of investment risk and volatility than larger established companies and may not be appropriate for all investors.

    No two clients are the same. Investment management should reflect individual priorities, values and long-term objectives – not a standardised portfolio approach.
    Harry Merrison
    Investment Manager

    Working directly with clients and alongside advisers

    Some clients work directly with our investment management team. Others are introduced through their financial adviser or wealth planner.

    Our Private Client Bespoke Service is designed to support both approaches. Where advisers are involved, we work collaboratively to combine:

    • financial planning expertise
    • investment management expertise
    • tax awareness
    • long-term strategic planning

    This creates a more integrated approach to wealth management, helping clients benefit from both personalised advice and professional investment oversight.

    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.

    Successful financial planning is not just about managing investments, it’s about helping you feel more connected to your financial future.

    Meet the Private Clients - Bespoke team

    Our Private Clients – 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.

    Paul Surguy

    Paul Surguy

    Find out more
    Peter Hearn

    Peter Hearn

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    Oliver Mulry

    Oliver Mulry

    Find out more
    Harry Merrison

    Harry Merrison

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    Frequently asked questions

    What is discretionary investment management?

    Discretionary investment management allows a professional investment manager to make investment decisions on your behalf within agreed objectives and risk parameters.

     

     

    Who is Mattioli Woods Private Clients - Bespoke suitable for?

    Mattioli Woods Private Clients – Bespoke is available to individuals seeking professionally managed investment portfolios tailored to their personal objectives, risk preferences and wider financial circumstances.

    The service can be accessed directly or alongside a financial adviser or wealth planner as part of a broader wealth management strategy, helping ensure investment decisions remain aligned to long-term financial planning goals.

    Can you work with my existing financial adviser?

    Yes. We regularly work alongside both Mattioli Woods advisers and external financial advisers.

     

     

    Can portfolios be tailored to my personal requirements?

    Yes. Portfolios can be tailored to reflect objectives, income requirements, tax considerations, ESG preferences and wider financial planning needs.

     

     

    Do you offer ESG investment solutions?

    Yes. We provide ESG portfolio options for clients wishing to incorporate environmental, social and governance considerations into their investment approach.

     

     

    What is the AIM Portfolio Service?

    Our AIM Portfolio Service is designed for clients considering inheritance tax planning opportunities through qualifying AIM investments.

     

     

    How often will I hear from my investment manager?

    Clients receive regular communication, reporting and review meetings, with additional contact whenever required or appropriate.

     

     

    Can I view my investments online?

    Yes. Through Mattioli Woods Go, clients can securely access portfolio information, reporting and communications online.

     

     

    Start a conversation

    Whether you’re seeking a dedicated investment manager, reviewing an existing portfolio or considering how your investments align with your wider financial goals, our Private Clients – Bespoke team can help.

    Contact
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