Deal

Supporting Titan Wealth Holdings on its acquisition of Aspira Corporate Solutions

Insight shared by:

Gateley Legal

Article by

We have supported Titan Wealth Holdings (Titan Wealth) on its acquisition of financial planning firm Aspira Corporate Solutions (Aspira), the seventh acquisition we have helped Titan Wealth with since its inception.

The deal, which is subject to regulatory approval, increases Titan Wealth’s assets under management by £4bn to £16.6bn and expands its financial advice offering.

Partner Zum Mohammed, who led on the deal with support from associate Enes Ilgun and solicitor Hannah Hogarth, said: “Having supported Titan Wealth since its incorporation, we’re delighted to see the company go from strength to strength as it continues its five-year growth strategy.

“For Gateley, it also represents one of the many deals we have done in the financial services sector, as we continue to support businesses and consolidators with getting the most from their buy and build strategies in this sector. We’d like to wish both the Titan Wealth and Aspira teams the very best of success.”

“Gateley’s support throughout the acquisition process has been invaluable,” added James Kaberry, executive chairman and joint-CEO at Titan Wealth. “Having worked with us since our incorporation, the team understands our business perfectly and knows what we need to achieve our ambitious growth strategy.”

An active acquirer of asset manager firms, Titan Wealth provides discretionary fund management, and wealth and asset management, to small and medium sized brokers, proprietary traders, intermediaries, family offices, and wealth managers.

Its acquisition of Aspira now expands those services to workplace pensions, employee benefits, and wealth management for executives and private clients, with Aspira CEO Derek Miles becoming CEO of Titan Wealth’s Financial Planning division.

Gateley Plc is authorised and regulated by the SRA (Solicitors' Regulation Authority). Please visit the SRA website for details of the professional conduct rules which Gateley Legal must comply with.

Got a question? Get in touch.