Titan Wealth AUM tops £12.6bn after advice firm acquisition

Prism Financial Advice has a team of 17 IFAs and more than £630m AUA

Isabel Baxter
clock • 1 min read

Titan Wealth Holdings has acquired IFA Prism Financial Advice subject to regulatory approval.

The acquisition of the Gateshead-based firm will increase Titan Wealth's total assets under management/advice to more than £12.6bn. Established in 2005, Prism has a team of 17 independent financial advisers, 25 support staff and more than £630m assets under advice. It offers financial planning, including pensions, investments, and protection services. Following the acquisition, Prism will be fully incorporated into Titan and with Prism's office based in the north of England, Titan said this represents a "valuable opportunity" to expand its geographical footprint across the region.  ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Tatton IFA consolidator investment 'not a dilution' of its core business

Tatton IFA consolidator investment 'not a dilution' of its core business

Justine Randall on the firm’s ‘very clear’ decision not to become a consolidator

Isabel Baxter
clock 13 August 2025 • 2 min read
Royal London sees net inflows hit £4.1bn following SJP multi-asset mandate

Royal London sees net inflows hit £4.1bn following SJP multi-asset mandate

‘We’ve benefited from an uptick in the national conversation around pensions’

Isabel Baxter
clock 08 August 2025 • 4 min read
FOS complaints hit lowest level for more than a year

FOS complaints hit lowest level for more than a year

Following joint call for input with the FCA and government proposals

Isabel Baxter
clock 07 August 2025 • 3 min read