Mattioli Woods launches portfolio management service in Lancashire

By Mattioli Woods

07 Jun 2016

Leading wealth management and employee benefits business, Mattioli Woods plc, the parent company of Preston based Taylor Patterson, is strengthening its client proposition with the launch of its successful discretionary portfolio management service in Lancashire.

The Mattioli Woods portfolio management service aims to deliver a flexible and efficient investment process, capable of responding to evolving markets quickly and effectively. It also aims to reduce the costs associated with the management of investments.

Investors will benefit from Mattioli Woods’ long established and innovative investment approach which has active day to day asset management and access to all asset classes, ensuring an efficient distribution of risk. Nine fully diversified and continually risk adjusted portfolios are available.

Managing director of Taylor Patterson, Gillian Bardin commented: “The opportunity to provide a discretionary investment service will provide our clients with a tailored solution to continue to manage their assets efficiently. The service will be available alongside our existing advisory service and both services will incorporate our investment committee and in-house investment research analysts ‘best thinking’.

This new opportunity maintains the hands-on approach that our clients have been accustomed to over the years and will be delivered by our existing team of consultants to ensure clients goals and objectives are being delivered in an ever changing investment landscape.”

The service will be delivered exclusively via a fully integrated investment administration platform with the custodian services provided by Pershing Securities, part of one of the world’s largest financial institutes, the Bank of New York Mellon Group with circa £1bn of clients’ assets on the service.

Group chairman, Bob Woods added: “Challenging market conditions are likely to persist for the foreseeable future, so we believe that our portfolio management service will ensure that clients are positioned to take full advantage of market opportunities and, equally important, avoid adverse conditions where possible.” “We are proud of our past investment performance and seeking out investments which are characterised by long term, sustainable value, has consistently served our clients well over many years,” he concluded.

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