TITAN WEALTH ACQUIRES LONDON-BASED WEALTH PLANNING FIRM
Capital and Trust - August 9, 2022 -
Titan Wealth Holdings has announced the acquisition of Haibun Wealth, which is based in London.
Haibun Wealth was founded in 2005 to meet the increasing demand for customised portfolio diversification and tax-efficient investments. It has assets under management of £200m. The business offers a range of solutions for professional clients and high-net-worth individuals (HNWI) seeking alternative investment options in the private equity, Enterprise Investment Scheme, VCT and property space.
Joint CEOs of Titan Wealth, James Kaberry and Andrew Fearon said: “The acquisition of Haibun presents an exciting opportunity for Titan Wealth to diversify its offering beyond what is typically provided by mainstream wealth management firms. Haibun also brings an important community of clients and providers to expand Titan Wealth’s network.”
Titan Wealth launched in June 2021 with the acquisition of investment and wealth management businesses GPP and Tavistock Wealth. The acquisition brings Titan Wealth’s total AUM to circa £5.4b.
Co-founding partner, of Haibun Wealth, Stuart Knight said he was excited about the acquisition and strongly believes joining the Titan Group will enhance its services. He said “The opportunity to join with a strategic partner providing greater resource will allow us to expand our offering and range of services as well as develop the experience for both existing and prospective clients.”
The fee has yet to be disclosed.
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What this acquisition means for the buyer
For Titan Wealth, the acquisition of Haibun Wealth represents an opportunity to broaden its offering within the high-net-worth and sophisticated investor segment. Haibun’s focus on alternative investments, including private equity, EIS, VCTs, and property-related solutions, introduces additional diversification to Titan Wealth’s existing portfolio of services.
With approximately £200m in assets under management, the transaction adds a specialised client base and further expands the group’s London presence. This may support Titan Wealth’s objective of developing a more diversified investment proposition that extends beyond traditional wealth management services.
The acquisition forms part of Titan’s ongoing acquisition strategy, which has contributed to its rapid growth since launch in 2021, as it continues to build scale across advisory, investment, and platform capabilities.
What this means for sellers in the sector
For owners of niche wealth management firms, particularly those serving high-net-worth clients or specialising in alternative investment strategies, this transaction highlights continued interest from larger consolidators seeking differentiated service offerings.
Businesses with specialist expertise or access to distinct investment networks may be viewed as attractive acquisition opportunities within a consolidating market. In some cases, sellers may also find that alignment with a larger group provides access to broader infrastructure and operational resources, depending on transaction structure and post-completion arrangements.
Market trend context
The UK wealth management sector continues to evolve towards greater diversification of investment strategies, with increased demand from clients for access to alternative asset classes such as private equity, venture capital, and property-based investments.
At the same time, consolidation activity among wealth managers is being driven by the need to scale operations and broaden product offerings in response to increasingly sophisticated client expectations. Firms with niche investment capabilities are therefore becoming a more prominent focus within acquisition pipelines, particularly for larger platforms seeking to expand service depth.
How Capital & Trust typically supports transactions like this
Capital & Trust acts as a business broker, sourcing and introducing acquisition opportunities within the wealth management sector to firms seeking expansion. The firm facilitates introductions between parties and supports the initial stages of engagement where there is mutual interest.
Where required, Capital & Trust may assist in coordinating communication between buyers, sellers, and their appointed professional advisers during early discussions. Its role is limited to originating and facilitating introductions, while all regulated financial, legal, and technical matters are handled by external advisers engaged directly by the parties.
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