Monday, September 28, 2020

Wealth management business completes acquisition

Mattioli Woods plc, the specialist wealth management and employee benefits business, has completed the acquisition of Hurley Partners Limited, the private client adviser and asset management business, following receipt of regulatory approval.

The management team from Hurley Partners will be retained by Mattioli Woods following the acquisition, working together to maintain long term client relationships.

Founded in 2013, Hurley Partners provides bespoke and holistic financial advice to over 300 client family groups and enjoys a strong regional presence through its three offices in London, Leatherhead and Manchester.

Ian Mattioli, Chief Executive Officer of Mattioli Woods said: “We are pleased to complete our acquisition of Hurley Partners, which is an important step for the Group as we continue to expand and develop our client services.

“Like Mattioli Woods, Hurley Partners offers its clients specialist knowledge, expertise and services which underpin the cultural and strategic rationale for our coming together and highlights how Hurley Partners is a great fit with our existing business.”

Tony Hurley, Chairman of Hurley Partners Limited, added: “We are delighted to now be working together as part of a strong and progressive wealth management group at Mattioli Woods.

“We believe our clients will see tangible benefits as a result of us being part of a larger group. With all of our employees remaining in place as part of the newly combined Group and continuing to operate from the same locations with the highest level of commitment and personal service, we continue to put clients at the heart of everything we do.”

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