Advising Titan Wealth on the acquisition of Advisa Wealth

We have advised Titan Wealth on the acquisition of Jersey-based financial advisory firm, Advisa Wealth.

This strategic acquisition of Advisa Wealth aligns with Titan’s goals to enhance its international financial planning capabilities, strengthen its presence in the Channel Islands, and advance towards its five-year target to manage £100bn in assets.

Established in 1995, Advisa Wealth is a leader in independent financial planning, managing an asset portfolio of £525m serving over 1,800 clients. Advisa’s management team and ten of its advisors will join Titan Wealth as part of the acquisition, bolstering its position as a premier provider in financial services.

Our team was led by partner and head of London corporate Zum Mohammed, supported by corporate associate George de Stacpoole.

Zum Mohammed added: “Advising Titan Wealth on its acquisition of Advisa Wealth not only highlights our expertise in the financial services sector but also underscores our commitment to supporting Titan Wealth’s strategic growth. Our ongoing collaboration with Titan has allowed us to develop a deep understanding of their business objectives, enabling us to provide tailored advice that aligns with their long-term goals. We are proud to be a part of Titan’s journey as they continue to disrupt the asset management market.”