Mattioli Woods has announced a strategic partnership with J.P. Morgan Asset Management to further enhance its Centralised Investment Proposition (CIP), broadening the range of institutional-quality investment solutions available to its advisers and clients.
The partnership represents the next phase in the evolution of Mattioli Woods’ CIP and builds on the success of its collaboration with T. Rowe Price, launched in December 2023. Together, these relationships form a scalable, centralised framework designed to deliver improved outcomes, greater consistency and enhanced portfolio choice for clients.
Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods. Developed in close collaboration between the two firms, the three new models reflect a shared commitment to innovation and client-centric solutions and are purpose-built for Mattioli Woods’ investment infrastructure rather than replications of existing J.P. Morgan funds, offering differentiated solutions unavailable elsewhere in the market. The strategies provide diversified exposure across asset classes and geographies, harnessing J.P. Morgan Asset Management’s extensive global research, active management expertise and robust risk management capabilities, while supporting its strategic ambition to expand further into the UK wealth sector.
The addition of J.P. Morgan Asset Management completes the next stage of Mattioli Woods’ CIP, creating a fully integrated multi-asset ecosystem that allows advisers to precisely align portfolios with individual client risk profiles and financial goals. The new models will be available to Mattioli Woods’ clients from 30th January 2026, expanding access to sophisticated, actively managed investment solutions.
Clients now benefit from:
- Multi-asset income strategies managed by T. Rowe Price
- Multi-asset growth-tilted portfolios managed by J.P. Morgan Asset Management
- A wider range of model portfolios via Mattioli Woods’ model portfolio service arm, IBOSS
This enhanced architecture provides advisers with greater flexibility across the risk spectrum and supports more personalised, outcome-focused investment strategies.
Dean Cheeseman, Managing Director, Client Investment Solutions at Mattioli Woods, said: “After many months of design and collaboration, we are delighted to partner with one of the world’s most respected asset managers. Bringing J.P. Morgan Asset Management into our Centralised Investment Proposition significantly broadens the solutions available to our advisers and gives them even greater flexibility to tailor portfolios to individual client needs.
“This marks an important milestone in our strategy to deliver best-in-class, institutional-grade investment capabilities to clients across the UK wealth market.”
Rob Maltby, UK Head of Regional Distribution at J.P. Morgan Asset Management, added: “As a leading active manager, we are pleased to work with Mattioli Woods on multi-asset portfolios that leverage our extensive research platform and active capabilities to deliver a differentiated solution and outcomes for their clients. In today’s complex markets, providing a full range of options across asset classes is imperative, and this partnership demonstrates a best in class offering.”
