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Capital and Trust - June 27, 2023 - 0 minute read

Titan Wealth, a prominent wealth management firm, has made an undisclosed acquisition of Square Mile, a renowned investment research and consultancy company. This strategic move, pending regulatory approval, marks another milestone for Titan Wealth, as it significantly boosts their assets under management (AUM) to an impressive £12 billion.

Square Mile is distinguished by its team of 21 experienced research analysts who specialize in assessing UK retail funds. Additionally, the company boasts an investment management team responsible for their Managed Portfolio Service (MPS) solutions and consultancy services offered to financial intermediaries and institutions. Notably, even after the acquisition, Square Mile will continue to operate under its own brand, with its management and team remaining intact.

The acquisition deal encompasses Square Mile’s £2.6 billion in assets under management, primarily held in their MPS portfolios. This inclusion will enable Titan Wealth to further enhance and expand their low-cost MPS offering, solidifying their position in the market. Furthermore, Titan Wealth stands to benefit from Square Mile’s extensive industry relationships within the financial advice and asset management sectors.

Andrew Fearon, joint Chief Executive and Head of Mergers and Acquisitions at Titan Wealth, expressed his enthusiasm for the acquisition, stating, “Square Mile is a highly reputable business whose products and services seamlessly align with Titan’s vision. This latest acquisition reinforces our commitment to providing high-quality administration in the asset and wealth management sector through our client to custody solutions.”

Richard Romer-Lee, Chief Executive of Square Mile, also expressed excitement about the acquisition, recognizing the opportunities it presents. Romer-Lee emphasized how Titan Wealth’s support would strengthen their client offerings and facilitate long-term growth aspirations. Furthermore, the acquisition would open new professional avenues for their staff within the broader group.

As a discretionary fund management business, Titan Wealth aims to amass £50 billion in assets under administration within the next three to five years, accompanied by £40 billion in assets under management. This acquisition is the third of the year for Titan Wealth, following the undisclosed acquisition of the UK investment management arm of Ravenscroft, a prominent investment services provider, and the undisclosed acquisition of Telford Mann, a Chartered Financial Planning firm.

Titan Wealth enjoys the support of private equity firms Parthenon Capital Partners, Ares Management, Maven Capital Partners, and Hambleden Capital.

Established in January 2014, Square Mile is an independent investment consulting and research company renowned for its comprehensive qualitative fund research.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us at 0207-043-4300 or email us.

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