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Mattioli Woods appoints investment product managing director

by Funds Europe
12 March 2026
A smiling middle-aged new employee is welcomed to an onboarding meeting with a human resources operative

A smiling middle-aged new employee in a blue jacket and matching spectacles is successfully on-boarded by a human resources operative. Image for illustrative purposes only.

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Mattioli Woods, a UK-based wealth management and employee benefits firm Mattioli Woods has appointed Simon Taylor as managing director of its investment product solutions and platform.

Taylor will lead the continued development of the firm’s investment product capabilities and platform strategy, supporting the evolution of the group’s centralised investment proposition and expanding the range of investment solutions available to advisers and clients.

With more than 30 years in leadership roles, building, scaling and governing complex investment propositions and platforms within regulated environments, Taylor joins from Succession Advisory Services, where he was managing director.

Peter Mann, CEO of Mattioli Woods, said: “Simon brings a rare combination of strategic vision and operational expertise. His experience across investment governance, platform development and proposition design will be invaluable as we continue to strengthen and scale our investment capabilities. His leadership will play an important role in supporting our advisers and delivering strong outcomes for clients.”

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