Titan Wealth has completed its 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.

The London-based firm also provides advice to high net worth (HNW) individuals through tailored portfolios that aim to meet clients’ investment objectives and personal risk requirements in the most tax efficient way.

William Orenstein, founder of Wigmore Associates, said: “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.”

Andrew Fearon, joint-CEO and head of M&A, Titan Wealth Group, added: “We’re thrilled to welcome William [and his team] to the Titan Wealth family. This strategic acquisition enhances our vertically integrated proposition and expands our network’s offering to HNWIs.”

 

If you are looking to sell your business, find out more about the selling your business to Titan Wealth (or others) Gunner & Co. can help you. Book a meeting with our Head of Brokerage Gwill here