Titan Wealth has completed a deal for investment firm, Wigmore Associates Wealth Management.
The acquisition of the London-based firm will take Titan Wealth’s total assets under management (AuM) to over £17.4bn.
Founded by William Orenstein in 1999, Wigmore specialises in providing portfolio management services, along with pension, tax planning and inheritance tax advice to individuals, trusts, pension schemes, family offices, and charities.
Wigmore also provides advice to high-net-worth individuals (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.
Joint-CEO and head of M&A at Titan Wealth Group, Andrew Fearon, 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.”
Wigmore founder, William Orenstein, added: “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.”
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