Titan Wealth snaps up Bristol-based advice firm
Whose chief executive will head up Titan’s financial planning division
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
Marking its first platform investment in the UK
To develop investment propositions and manage model portfolios
Deal adds £700m in assets under management
Private bank bolsters Dubai operation, as DFM hires head of sales