Company Mattioli Woods plc

Equities

MTW

GB00B0MT3Y97

Investment Management & Fund Operators

Market Closed - London S.E. 11:35:09 2024-04-18 am EDT 5-day change 1st Jan Change
792 GBX 0.00% Intraday chart for Mattioli Woods plc -0.25% +28.78%

Business Summary

Mattioli Woods plc is a wealth and asset management company. The Company’s segments include Pension advice and administration, Private equity asset management, Investment and asset management, Property management, and Employee benefits. The Pension advice and administration segment includes consultancy services provided for special one-off activities and the provision of bespoke scheme banking arrangements. The Private equity asset management segment includes Maven Capital Partners manages VCTs and other investments, including fund management, administration, establishment, exit and performance fees in respect of the investments for which it is the manager. The Investment and asset management segment includes management and placing of investments on behalf of clients. The Property management segment includes private investor syndicates, facilitates direct commercial property investments on behalf of clients or acts as the external discretionary manager for Custodian REIT plc.

Number of employees: 949

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment and Asset Management
45.7 %
50 46.6 % 51 45.7 % +0.73%
Pension Consultancy and Administration
21.3 %
20 18.2 % 24 21.3 % +20.36%
Private Equity Asset Management
20.7 %
26 24.2 % 23 20.7 % -11.84%
Property Management
6.2 %
6 5.8 % 7 6.2 % +9.29%
Employee Benefits
6.1 %
6 5.2 % 7 6.1 % +19.20%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
108 100.0 % 111 100.0 % +2.73%

Managers

Managers TitleAgeSince
Chief Executive Officer 42 19-09-30
Founder 62 90-12-31
Director of Finance/CFO 41 19-07-03
Chief Tech/Sci/R&D Officer - 05-12-31
Compliance Officer - 02-12-31
Chief Operating Officer 49 21-05-24
Chief Administrative Officer - 11-12-31
Chief Investment Officer - -
Corporate Officer/Principal - 16-12-31
Corporate Officer/Principal - 07-12-31

Members of the board

Members of the board TitleAgeSince
Chairman 69 16-06-13
Founder 62 90-12-31
Director/Board Member 63 21-01-04
Director of Finance/CFO 41 19-07-03
Chief Executive Officer 42 19-09-30
Chief Operating Officer 49 21-05-24
Director/Board Member 57 Dec. 10

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 51,961,478 43,742,132 ( 84.18 %) 0 84.18 %

Shareholders

NameEquities%Valuation
Gresham House Asset Management Ltd.
7.664 %
3,979,585 7.664 % 40 M p
Investec Wealth & Investment Ltd.
6.858 %
3,561,071 6.858 % 36 M p
Liontrust Investment Partners LLP
6.278 %
3,259,753 6.278 % 33 M p
Gresham House Asset Management Ltd. (Investment Management)
5.890 %
3,058,596 5.890 % 31 M p
3,019,394 5.815 % 30 M p
Link Fund Solutions Ltd.
4.812 %
2,498,468 4.812 % 25 M p
Bill Nixon
3.924 %
2,037,306 3.924 % 20 M p
Chelverton Asset Management Ltd.
3.869 %
2,009,190 3.869 % 20 M p
Samson Rock Capital LLP
3.712 %
1,927,500 3.712 % 19 M p
Sand Grove Capital Management LLP
3.564 %
1,850,559 3.564 % 19 M p

Holdings

NameEquities%Valuation
12,924,612 2.93% 13,290,249 $
263,000 0.51% 2,631,299 $
61,000 0.08% 1,756,928 $
367,000 0.09% 1,611,053 $
266,000 0.06% 1,570,914 $
215,000 0.14% 1,453,054 $
748,000 0.03% 1,314,371 $
10,635,672 6.01% 923,708 $
554,000 0.03% 867,802 $
53,000 0.08% 795,393 $

Company contact information

Mattioli Woods Plc

MW House 1 Penman Way

LE19 1SY, Leicester

+44 11 6240 8700

http://www.mattioli-woods.com
address Mattioli Woods plc(MTW)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Life/Health Insurance
Investment Managers
Spivey Trust
Investment Trusts/Mutual Funds
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