The company was floated on the London Stock Exchange‘s Alternative Investment Market in November 2005 with a market capitalisation of £22.5 million. Since becoming a public company, Mattioli Woods has expanded through both natural growth and acquisitions. Notable purchases include Suffolk Life Trustee Company Limited, City Trustees Limited, Kudos Independent Financial Services Limited and Atkinson Bolton Consulting.
Bob has been key to the development of Mattioli Woods’ investment ethos, believing that sound strategies need to avoid the ‘noise’ of the immediate and instead be based on an in-depth understanding of the long-term economic outlook.
Over the years, the company has focused the brand on pensions and investments whilst broadening the services they offer, ultimately helping to make the Mattioli Woods Group one of the UK’s leading retirement wealth managers, managing more than £2 billion in trusteeship.
With his wealth of experience in finance, Bob is also an impressive keynote and after-dinner speaker who has given investment advice and support to owner-managers and self-administered personal pension scheme clients across the country.
