The Latest In Wealth Management M&A – Titan Wealth, Independent Wealth Planners

Editorial Staff



19 December 2024

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Titan Wealth, Independent Wealth Planners

Headquartered in London, Titan Wealth this week
acquired Independent
Wealth Planners (IWP), a provider of financial planning
solutions across the UK, subject to regulatory approval. The
transaction encompasses IWP’s two trading entities (IWP Financial
Planning and IWP Investment Management) and about £6.6 billion
($8.3 billion) of client assets, bringing Titan Wealth’s total
assets under management to about £35 billion.

For Titan Wealth, the acquisition represents an acceleration of
its vertically integrated strategy, it said in a statement.
For IWP, it crystallises the work by IWP’s management team in
restructuring the group, bringing all trading businesses into two
regulated entities and onto one operating platform.

IWP will work with Titan Wealth’s other financial advisory
businesses, including Titan Wealth Planning. It marks the next
chapter in IWP’s growth, providing access to Titan Wealth’s
investment solutions and wider network of financial expertise.

“It has been a long-term goal of mine and James Kaberry, as
founders of Titan Wealth, to acquire and partner with one of the
leading IFA platforms in the UK and we are delighted to have
fulfilled this ambition with our acquisition of IWP,” Andrew
Fearon, joint group CEO and head of mergers and acquisitions at
Titan Wealth, said.

Titan Wealth was advised by Continuum Advisory Partners (sole
financial advisor), White and Case LLP (legal), Deloitte
(Financial DD) and Thistle Initiatives (Reg DD). IWP was advised
by Jefferies (financial advisor), Proskauer (legal) and PWC
(Financial DD).

_{Images are for reference only.Images and contents gathered automatic from google or 3rd party sources.All rights on the images and contents are with their legal original owners.}