Advising Titan Wealth on multiple acquisitions

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Gateley Legal

We have successfully advised on a brace of significant acquisitions for Titan Wealth Holdings (Titan Wealth).

Established in 2020, Titan Wealth provides discretionary fund management/ wealth and asset management solutions to small and medium sized brokers, proprietary traders, intermediaries, family offices, and wealth managers. The group is an active acquirer of asset manager firms and is working to an ambitious five-year growth strategy driven by acquisitions and organic growth. This is the 11th acquisition that we have advised Titan Wealth on since its incorporation.

We advised Titan Wealth on the following acquisitions:

  • Loveday & Partners, an independent financial planning firm based in Norwich managing assets of more than £600m for pension funds, trusts, charities and families based in East Anglia.
  • Wigmore Associates Wealth Management (Wigmore) a London-based investment boutique. Wigmore provides advice to HNWIs in high value and complex circumstances, through tailored portfolios that aim to meet clients’ investment objectives and personal risk requirements in the most tax-efficient way.

The acquisitions will increase Titan Wealth’s total assets under its management/ advice to over £17bn.

Both acquisitions were led by London corporate partner Zum Mohammed, supported by senior associate Rachel Weaver, associate Hannah Hogarth and the wider Gateley Legal team.

Andrew Fearon joint-CEO at Titan Wealth, said: “Having pragmatic and commercial advisers who you can trust, understand your business and are in tune with your long term vision is invaluable. Zum and her first rate team at Gateley Legal tick all the boxes for us, always providing a seamless service which meets all our expectations.”

Zum Mohammed, added: “This is the latest in a long line of deals we have completed for Titan Wealth as part of its vison to disrupt the asset management sector. The deals reflect Gateley Legal’s proven track record in successfully advising consolidators and market disruptors, keen to scale up through buy and build strategies specifically in the financial services sector.”

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