Titan Wealth expands with acquisition of Advisa Wealth

Titan Wealth is proud to announce the acquisition of Advisa Wealth, a Jersey-based financial advisory firm, subject to regulatory approval. This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands. Advisa Wealth manages £525 million in assets and serves over 1,800 clients with a strong reputation for tailored financial solutions and exceptional client retention, boasting a 95% retention rate.

Founded in 1995, Advisa Wealth is a leader in independent financial planning, offering a wide range of services, including lifestyle planning, investment advice, life protection, and corporate solutions. Advisa’s experienced management team and 10 advisors join the Titan Wealth group, further solidifying its position as a premier financial services provider.

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This acquisition complements Titan’s recent purchase of Ravenscroft International, bolstering its capabilities in both financial planning and wealth management in Jersey and Guernsey. Together, these moves reflect Titan Wealth’s bold ambition to expand its footprint and achieve its vision of managing £100 billion in assets within the next five years.

Andrew Fearon, Joint Group CEO and Head of M&A at Titan Wealth, said: “We’re thrilled to welcome Advisa Wealth into the Titan Wealth family. Their dedication to putting clients first aligns perfectly with our ethos. This partnership strengthens our position in the Channel Islands and opens exciting new opportunities for growth.”

Trevor Griggs of Advisa Wealth shared: “Joining Titan Wealth provides us with the scale and resources to further enhance and develop our client services. We’re excited to collaborate with Titan’s extensive network and expertise to drive mutual success.”

The acquisition subject to regulatory approval

Jim Henwood

Co-Founder

Since Co-Founding Haibun (now Titan Alternatives) Jim has proficiently driven all aspects of the firm’s operations, successfully developing the systems and controls required for Titan Alternatives to meet its regulatory and legal requirements.

With the firm’s focus firmly on providing efficient client servicing, Jim has also built the proprietary client reporting system and continues to refine the internal procedures to ensure the firm controls its affairs responsibly and effectively.

Jason Rungasamy

Co-Founder

Jason is a Co-Founder and has heavily influenced the company’s growth, successfully leading a number of bespoke private company fundraises.

Having worked within the financial services sector for over 20 years, he has gained the experience, knowledge, and insight to provide professional clients with relevant and beneficial assistance with their personal finances. Jason’s expertise lies in securing clients’ financial well-being and providing investment opportunities that sophisticated investors can consider as part of a diversified portfolio.

Stuart Knight

Co-Founder

Since co-founding Haibun Wealth Limited, now Titan Alternatives, Stuart has been instrumental in the development of the firm and its standing in this specialised market.

Working within private client wealth management since 1998, he has catered for clients occupying significant roles across various financial institutions. Stuart’s expertise is fund research, gaining allocations to leading hedge funds and providing investment opportunities for sophisticated investors.

Matthew Cureton

Co-Founder

Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.

Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

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Titan Passive MPS

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