Titan Wealth acquires Jersey consulting firm Advisa

Titan Wealth has strengthened its global financial planning capabilities and presence in the Channel Islands with the acquisition of financial advisory firm Advisa Wealth.

The acquisition is currently awaiting regulatory approval. Financial terms of the transaction remain undisclosed.

Headquartered in Jersey, Advisa Wealth offers services such as investment advice, lifestyle planning, life protection and corporate solutions.

In the year Founded in 1995, the company manages £525 million ($655 million) in assets.

His management team and ten advisors will move to Titan Wealth Group.

The Advisa Wealth deal complements Titan’s acquisition of Ravenscroft International, a wealth manager operating in Jersey and Guernsey.

These moves are part of Titan Wealth’s plan to strengthen its presence and work to manage £100bn ($124.7bn) of assets over the next five years.

Advisa Wealth Trevor Griggs said: “Joining Titan Wealth gives us the scale and resources to further develop and enhance our client services. We are pleased to partner with Titan’s extensive network and expertise to achieve mutual success.

Andrew Fearon, Titan Wealth M&A Head and Joint Group CEO, said: “We are delighted to welcome Advisa Wealth to the Titan Wealth family. Their commitment to putting their customers first aligns perfectly with our ethos.

“This partnership strengthens our position in the Channel Islands and opens up new growth opportunities.”

Titan Wealth provides execution, growth, clearing and wealth management services. It serves a diverse clientele including small and mid-sized broker-dealers, proprietary traders, intermediaries, family offices and wealth managers.

In July 2024, he found the treasure of Titan AHR Group, a wealth management firm in Dubai, United Arab Emirates

“Titan Wealth acquires Jersey Advisory firm Advisa” was originally created and published by Private Bank InternationalA brand owned by GlobalData.

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