thewealthnet

Mattioli Woods buys Scottish wealth manager

News Team, 19/04/2021

Ian Mattioli

Wealth manager Mattioli Woods has acquired the share capital of Caledonia Asset Management for an initial consideration of £0.96 million.

There is potential for a further consideration of up to £0.64 million depending on certain performance targets being met in the two years after completion.

Founded in 2000, Caledonia provides wealth management services to affluent individuals and families. Working with around 150 pri...


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