Mattioli Woods to develop income model portfolio with T. Rowe Price

Specialist wealth manager, Mattioli Woods, has selected asset manager, T. Rowe Price, to develop and advise on an income-orientated model portfolio for its clients.

The portfolio capitalises on the opportunity set available in income producing assets, following a prolonged period of low interest rates and yields.

Mattioli Woods, which has over £15bn in assets under advice and administration, offers a range of investment solutions its clients, from those looking for a diversified portfolio, to bespoke strategy, or a specialist fund. The firm said its creation of the income portfolio will complement existing income strategies, such as Custodian REIT, Property Securities Fund, and Income Structured Products.

The new collaboration is also an important step for T. Rowe Price as it looks to deepen its footprint within the UK.

Managing director of client investment solutions, Dean Cheeseman, said: “We selected T. Rowe Price for its collaborative approach and focus on delivering great client outcomes, something which is increasingly important in the evolving savings and retirement market.

“From its US heritage, T. Rowe Price has extensive experience in multi-asset and retirement solutions. Through our partnership, our clients will benefit from the combined experience of Mattioli Woods in financial advice and the global asset management experience of T. Rowe Price.”

Head of UK and Ireland at T. Rowe Price, Nat Terry, added: “We are excited to begin this partnership with Mattioli Woods to develop products for its advisers and clients. T. Rowe Price’s global investment experience will support Mattioli Woods’ investment team and consultants to provide investment solutions and support them in growing their business.

“This collaboration is an important step for T. Rowe Price as we continue to build our UK business providing customised solutions for investment advisers.”



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