Wealth management and Financial Planner consolidator Titan Wealth has launched the Titan Wealth Academy, a new programme it says is designed to develop a new generation of Financial Planners.
Financial advisers at Titan Wealth have been offered a bonus opportunity linked to getting clients to agree to fee changes.
Financial Planner and wealth manager Titan Wealth has been named the official financial education partner of the Professional Cricketers’ Association.
Wealth manager Titan Wealth has acquired LTS Tax Limited, a tax advisory firm in the Channel Islands, for an undisclosed sum subject to regulatory approval.
Financial Planner and wealth manager Tavistock Investments and its former partner Titan Wealth (now Titan AM) have settled their long running legal battle, beset by claims and counterclaims between the two.
Nucleus-owned platform Third Financial has launched a white-labelled SIPP powered by Dunstan Thomas’s software and administration.
Titan Wealth has partnered with rugby mental health charity Looseheadz for a range of fundraising and sporting education initiatives.
Titan Wealth is to buy Progeny International, the overseas arm of Financial Planner Progeny Group, for an undisclosed sum.
Wealth manager and Financial Planner Titan Wealth has kicked of a dedicated sports division to support professional athletes and sports organisations/executives with Financial Planning, career transition and corporate benefits.
Wealth manager and Financial Planner Titan Wealth has competed its acquisition of IWP, adding £6.9bn of client assets and bringing the firm’s total assets to £44bn.
Wealth manager and Financial Planner Titan Wealth has acquired £600m AUA Plymouth-based Financial Planning firm Sound Financial Management Limited, for an undisclosed amount.
Wealth manager and Financial Planner Titan Wealth has acquired £590m AUA Chester-based Financial Planning firm Innes Reid Investment Limited, for an undisclosed amount.
Wealth manager and Financial Planner Titan Wealth Planning has acquired £650m AUA Bath Financial Planning firm Morgans Limited, for an undisclosed amount.
Wealth manager and Financial Planner Titan Wealth is acquiring South Wales advice firm Thomas Carroll IFA, for an undisclosed amount.
Inflation did not register as a concern for advisers researching investment options for their clients over the last quarter, according to Titan Square Mile’s quarterly Market Intelligence Report.
Wealth manager and Financial Planner Titan Wealth has launched a dedicated sports division in partnership with global business Premier Sports Network.
Investment research and consultancy firm Square Mile has rebranded as Titan Square Mile and launched a new distributor model portfolio service (MPS).
Wealth manager and Financial Planner Titan Wealth said losses grew in the year to the end of March 2024 to £44.8m, up from £27m the year before.
Wealth manager and Financial Planner Titan Wealth has acquired two East Anglian advice firms in a deal which boosts its assets under advice and management to £37bn.
Titan Wealth has signed a deal to acquire £7.9bn AUM Channel Islands wealth manager Ravenscroft Investments Limited.
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