Titan Wealth has acquired financial planning firm Independent Wealth Planners (IWP), subject to regulatory approval.
The secured deal comes after there were reports that the firm was in talks to acquire the advice business earlier this year. The transaction encompasses IWP's two trading entities - IWP Financial Planning and IWP Investment Management - and approximately £6.6bn of client assets, bringing Titan Wealth's total assets under management/ advice to approximately £35bn. Titan Wealth said the acquisition represents an "acceleration" of its vertically integrated strategy. Titan Wealth combines independent financial advice with its investment management and custody solutions. IWP is expec...
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