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Laxman Pai, Opalesque Asia: Titan Wealth Holdings has kicked off 2023 with the acquisition of a Kettering-based Independent Financial Advisor (IFA) Telford Mann.
The discretionary fund manager (DFM) and wealth manager Titan Wealth secured the first acquisition of the year that will see will see GBP750m in assets under management (AUA) move under the Titan umbrella.
With AUM totaling more than GBP700m Telford Mann is a chartered financial planner and discretionary investment manager, originally established by Moore Chartered Accountants in 1988. It provides financial advice and a range of model portfolios managed on a discretionary basis.
Jon Telford and Jilly Mann, joint Managing Directors, will remain in the business for a further two years to facilitate a smooth transfer to the strong senior management team, who are motivated to drive further growth as part of the wider Titan group.
Acquiring Telford Mann further expands the group's capabilities and enhances Titan's ability to deliver comprehensive, integrated investment and platform services and its client-to-custody strategy.
Jon Telford, Joint Managing Director at Telford Mann said: "From our early conversations, we quickly felt that Titan Wealth would be a valuable partner to take Telford Mann into the next stage of its growth. Jilly and I are incredibly proud of what we achieved together, and we look forward to working with the team at Titan over the next two years to ensure a seamless transfe...................... To view our full article Click here
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