Titan Wealth has acquired central London-based boutique manager Wigmore Associates Wealth Management, adding to its total assets under management and advice to give greater than £17.4bn.
Wigmore, which has been in operation since 1999, offers portfolio management to trusts, pension schemes, family offices, charities and individuals. It also provides pension, tax planning and inheritance advice.
Andrew Fearon, joint-CEO and head of M&A for Titan Wealth Group, said: “We’re thrilled to welcome William, Lizzy and their team to the Titan Wealth family. This strategic acquisition enhances our vertically integrated proposition and expands our network’s offering to HNWIs.”
Titan Wealth has a goal of £50bn in assets under administration in the next three-to-five years and £40bn in assets under management.
William Orenstein of Wigmore Associates said: “We’re excited for this new chapter for Wigmore Associates. Titan Wealth’s values and investment philosophy aligns with our own, and we couldn’t have found a better partner to help us continue to deliver excellent investment outcomes for our clients.”
