Products
Integrations
Services
Company
FUNDRAISING NEWS | January 24, 2025
Tags: RIA, Mergers / Acquisitions
London’s Titan Wealth announced that it has acquired Advisa Wealth, an independent advisory managing £525M ($656M) out of St. Helier, Jersey, of the Channel Islands.
This tie-up aims to bolster Titan Wealth’s international and financial services capablities and enhance its presence in the Channel Islands market. Advisa Wealth has been providing financial advisory services in the region since 1995, and the acquisition will bring 1,800 clients to Titan Wealth along with Advisa’s management team and 10 advisors.
Advisa Wealth is the newest addition to the Titan Wealth network following the purchase of Independent Wealth Planners, which added £6.6B (~$8.38B) to the firm’s regulatory assets, as reported by Dakota on December 18. Prior to this, the firm also acquired Gurney-based Ravenscroft International in October.
Written By: Dakota
November 20, 2024
May 28, 2024
June 06, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy