Titan Wealth buys Midlands advice firm
Deal adds £700m in assets under management
Deal adds £700m in assets under management
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Firm admits it is currently engaged in discussions with several M&A targets
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Group FUM has surpassed £13bn
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Its 12th acquisition of 2022 adds £115m to AUM
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Barry Fleming and Partners has more than 400 clients and £140m of AUA
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Deals takes assets under advice to over £1.8bn
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Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
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But there is no guarantee that an offer will be made
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Deal takes assets under management to nearly £7bn
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Schroders’ subsidiary has also picked up a 49% stake in a chartered financial planning firm
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Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
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Firm now has over £1bn in assets under management
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