Titan Wealth announces the completion of a deal for London-based investment boutique Wigmore Associates Wealth Management (Wigmore).The acquisition will increase Titan Wealth’s total assets under management / advice to over £17.4bn.
Founded by William Orenstein in 1999, Wigmore specialises in providing portfolio management services, together with pension, tax planning and inheritance tax advice to individuals, trusts, pension schemes, family offices, and charities.
Wigmore provides advice to HNWIs in high value and complex circumstances, through tailored portfolios that aim to meet clients’ investment objectives and personal risk requirements in the most tax efficient way.
Andrew Fearon, Joint-CEO & Head of M&A, Titan Wealth Group, says: “We’re thrilled to welcome William, Lizzy and their team to the Titan Wealth family. This strategic acquisition enhances our vertically integrated proposition and expands our network’s offering to HNWIs.”
William Orenstein of Wigmore Associates, says: “We’re excited for this new chapter for Wigmore Associates. Titan Wealth’s values and investment philosophy aligns with our own, and we couldn’t have found a better partner to help us continue to deliver excellent investment outcomes for our clients.”
