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    Portfolio Management

    Designed to develop a clear strategy for your financial plans, our process is supported by sound investment initiatives and a long-term perspective.

    Portfolio Management

    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 plc is authorised and regulated by the Financial Conduct Authority.

    We continually consider the key factors driving economic and investment trends, aiming to smooth the roller-coaster nature of today’s investment markets. We believe successful asset allocation within investments is fundamental to their consistent performance.

    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.

    Investments include access to the following allocation options to suit your investment strategy:





    How we assess your risk profile

    When recommending assets that best suit your needs, risk profiling will be required along with an in-depth discussion with one of our consultants.

    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. It is therefore, 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, cost and an insight into decision-making.

    To create a well-diversified portfolio for our clients, we use a broad range of investment fund managers – from large well-known investment houses to small, boutique firms. We also design and build our own focused funds to ensure high-quality, diversified portfolios.

    What can you expect?


    All our clients receive their own dedicated consultant and client relationship manager


    Investing now to provide a brighter future


    Getting your affairs in order now to provide stability in the future

    Peace of mind

    Knowing we are working to look after what matters to you most


    Let us do the work while you spend your time doing what you love most

    Forward planning

    Putting your affairs in place now helps you in the future