Titan Wealth has acquired Jersey-based financial advice firm Advisa Wealth, subject to regulatory approval.
Advisa Wealth manages £525m in assets and serves more than 1,800 clients with a 95% retention rate. Titan said this move strengthens its international financial planning capabilities and enhances its presence in the Channel Islands. Founded in 1995, Advisa Wealth offers services including lifestyle planning, investment advice, life protection, and corporate solutions. Advisa's management team and ten advisers join the Titan Wealth group. This acquisition complements Titan's recent purchase of Ravenscroft International, aiming to bolster its capabilities in both financial planning a...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
