Titan Wealth buys Bristol-based adviser
Newly-acquired firm will rebrand to Titan Wealth Planning
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Newly-acquired firm will rebrand to Titan Wealth Planning
Deal takes Titan Wealth’s AUM to £17.3bn
Regulator approved Titan’s acquisition of Square Mile on Friday
The investment management business was acquired by Titan in 2022
Whose chief executive will head up Titan’s financial planning division
Prism has over £630m assets under advice
Region’s financial sector is ‘developing and evolving at a rapid pace’
Taking the total number of adviser platforms using the MPS to 15
Research and consultancy firm will continue to operate under its own brand
As part of the company’s ‘ambitious’ growth plans
Deal takes acquirer’s AuM to £9.4bn
As the DFM looks to partner with IFAs both within the UK and offshore