
27th January 2025
Titan Wealth’s recent acquisition of Jersey-based Advisa Wealth represents a strategic move in its broader expansion plan. With Advisa Wealth managing £525m in assets and serving over 1,800 clients, this deal significantly enhances Titan's presence in the Channel Islands, an important market for international financial services. This acquisition also supports Titan’s ambitious goal of managing £100bn in assets over the next five years, with the backing of private equity firms such as Parthenon Capital Partners and Hambleden Capital and financing from private credit giant Ares.
Founded in 1995, Advisa Wealth has earned a strong reputation for providing tailored financial planning solutions. It boasts an impressive 95% client retention rate. Its services include lifestyle planning, investment advice, life protection, and corporate solutions. Integrating Advisa Wealth's experienced management team and ten advisers into Titan Wealth underscores its commitment to enhancing its financial planning and wealth management capabilities.
This acquisition follows Titan’s purchase of Independent Wealth Planners (IWP) in December and its earlier acquisition of Ravenscroft International. These transactions reflect Titan’s concerted effort to expand its geographical footprint and diversify its service offerings. By adding Advisa Wealth and IWP to its portfolio, Titan demonstrates its intent to remain competitive in an increasingly consolidated market.
Andrew Fearon, Joint Group CEO and Head of M&A at Titan Wealth, highlighted the strategic significance of this acquisition: “This partnership strengthens our position in the Channel Islands and opens exciting new opportunities for growth.”
Trevor Griggs from Advisa Wealth echoed this sentiment: "Joining Titan Wealth gives us the scale and resources needed to enhance further and develop our client services. We’re excited to collaborate with Titan’s extensive network and expertise to achieve mutual success.”
The deal also emphasises the growing influence of private equity in the financial services sector. PE-backed buyers like Titan Wealth are reshaping the industry landscape, using their capital and operational expertise to scale businesses and improve client offerings. However, such acquisitions come with high expectations for returns on investment, which may impact future strategic decisions and client management practices.
Titan’s series of acquisitions illustrates how firms use private equity to drive growth and refine their service offerings, setting a benchmark for others in the industry. For financial services businesses considering a sale or partnership, aligning on values, client care, and long-term vision is crucial.
At Chapters Capital, we specialise in financial planning and wealth management M&A. Whether you are considering a sale, merger, or expansion, our tailored approach ensures you receive trusted support at every step. Contact one of our professional associates today for a confidential, no-obligation consultation.