After more than three decades leading the business he co-founded, Ian Mattioli MBE DL Hon LLD (main picture) will become founding president, overseeing client relationships, strategic partnerships, and the continued development of the Mattioli Woods brand, the firm said in a statement.

Peter Mann, who serves as non-executive chairman of Mattioli Woods, will be appointed as chief executive officer, subject to regulatory approval.

Mann is an industry veteran with a wealth of experience in financial services leadership gained from senior roles at Old Mutual Wealth and Skandia UK. He will work with Michael Wright, deputy CEO of Mattioli Woods and Pete Coleman, CEO of Kingswood Group together with the executive team, and the board.

This development follows the announcement in May 2025 that Mattioli Woods and Kingswood Group had combined. (See an analysis about consolidation trends in the UK wealth sector.)

“Co-founding Mattioli Woods has been the most rewarding chapter of my career and after many years leading the business, now is the right time to transition to a new chapter. I’m excited to continue supporting our clients, partners, and people, while working alongside Peter and the wider team as we build on our strong foundations for long-term growth and success,” Mattioli said.

Lindsey McMurray, managing partner of Pollen Street Capital, added: “This is a natural and well-planned evolution in the leadership of Mattioli Woods. Ian’s relentless focus on building a client-centric business over the past three decades provides us with a unique platform to build upon. His ongoing presence as founding president ensures continuity of culture and client focus, while Peter’s leadership and deep industry expertise will bring fresh energy to our next phase of growth.”

“As I step into the role of chief executive, my priority is on ensuring a smooth transition and building momentum for the next phase of the firm’s growth,” Mann said. “We have a strong heritage and an exceptional team, and together with the team at Kingswood, we are entering a new chapter focused on growth, innovation, and delivering even greater value to our clients. Wealth management is about trust and long-term partnership, and I’m committed to ensuring we continue to lead with integrity, expertise, and a forward-thinking approach.”

This transition will take effect in November after regulatory filings are completed.