Titan Wealth buys boutique firm Wigmore Associates

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Titan Wealth buys boutique firm Wigmore Associates
The acquisition will increase Titan Wealth’s total assets under management to over £17.4bn (Cytonn Photography/Pexels)

Titan Wealth has bought London-based investment boutique Wigmore Associates Wealth Management.

The deal will bring Titan Wealth’s total assets under management to over £17.4bn.

It follows previous deals completed by Titan Wealth such as its acquisition of Loveday & Partners for an undisclosed amount last month.

Titan Wealth Group joint CEO and head of M&A, 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.”

Founded by William Orenstein in 1999, Wigmore specialises in providing portfolio management services, together with pension, tax planning and inheritance tax advice to individuals, trusts, pension schemes, family offices, and charities.

Wigmore provides advice to HNWIs in complex circumstances, through "tailored portfolios that aim to meet clients’ investment objectives".

Wigmore Associates CEO, William Orenstein, 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.”

tom.dunstan@ft.com

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