Mattioli Woods has launched its own in-house discretionary portfolio management service.
Twelve diversified and risk-adjusted portfolios will be offered, with assets selected by Mattioli Woods' investment committee and investment research analysts. Director Murray Smith said: "this proposition provides clients with an investment solution which enables us to manage assets more efficiently whilst maintaining a tailored and hands-on approach, so clients will still retain their personal relationship with their dedicated consultant." The service will be available to the firm's 4,000 existing clients, as well as the wider market place. Investment committee chair Bob Woods (p...
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