Mattioli Woods, a UK wealth management and employee benefits firm, has announced it has selected BlackRock to further enhance its Centralised Investment Proposition (CIP) and expand access to institutional-quality investment solutions for advisers and clients.
The Mattioli Woods range of passive multi-asset funds will now invest exclusively in iShares funds by BlackRock.
This collaboration leverages BlackRock’s global expertise in index investing and provides the best-in-class underlying building blocks for the Mattioli Woods passive funds.
The integration of BlackRock’s investment capabilities is aimed to improve efficiency, scalability and cost effectiveness for Mattioli Woods’ clients.
The re-engineered passive Multi-Asset Fund range is now available to advisers and clients.
The collaboration represents a complementary evolution of Mattioli Woods’ CIP.
While its strategic partnership with J.P. Morgan Asset Management introduced bespoke actively managed, growth-tilted portfolios, this new development enhances the Mattioli Woods multi-asset passive range through access to a wide range of iShares funds by BlackRock.
Together, these relationships broaden the depth and flexibility of the CIP, which now provides clients with access to:
- multi-asset income portfolios advised by T. Rowe Price
- multi-asset growth-tilted portfolios advised by J.P. Morgan Asset Management
- multi-asset multi-manager funds, managed by the Mattioli Woods Investments team
- multi-asset passive funds, managed by Mattioli Woods and leveraging BlackRock’s global investment capabilities
- a wide range of model portfolios via Mattioli Woods’ model portfolio service arm, IBOSS
This integrated investment architecture enables Mattioli Woods’ advisers to offer high-quality and differentiated investment solutions to support our clients in achieving long-term financial success.
Dean Cheeseman, Managing Director of Client Investment Solutions at Mattioli Woods, said: “Enhancing our passive Multi-Asset Fund range in collaboration with BlackRock marks another important step in the continued evolution of our Centralised Investment Proposition.
“By combining our established fund framework with BlackRock’s global scale and investment expertise, we are able to deliver high-quality, risk-managed solutions at a highly competitive price point for our clients.
“Our focus remains on building a robust, institutional-grade investment architecture that supports advisers in delivering consistent, outcome-focused strategies across a wide range of client needs.”
Heather Christie, Managing Director, UK Wealth at BlackRock added: “We are delighted to have been selected by Mattioli Woods to help strengthen their Centralised Investment Proposition.
“Access to scalable, index‑based solutions can help advisers deliver diversified portfolios efficiently, supporting choice, and underscores a shared commitment to helping clients meet their long‑term financial goals.”
Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The writer’s views are their own and do not constitute financial advice.
This information should not be relied upon by retail clients or investment professionals. Reference to any particular investment does not constitute a recommendation to buy or sell the investment.
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