M&A Deal Summary

Titan Wealth Acquires Tavistock Wealth

On June 14, 2021, Titan Wealth acquired financial services company Tavistock Wealth from Tavistock Investments for 40M GBP

Acquisition Highlights
  • This is Titan Wealth’s 1st transaction in the Financial Services sector.
  • This is Titan Wealth’s 0th largest (disclosed) transaction.
  • This is Titan Wealth’s 1st transaction in the United Kingdom.

M&A Deal Summary
Date 2021-06-14
Target Tavistock Wealth
Sector Financial Services
Buyer(s) Titan Wealth
Sellers(s) Tavistock Investments
Deal Type Divestiture
Deal Value 40M GBP

Target

Tavistock Wealth

Berkshire, United Kingdom
Tavistock Wealth is an operator of a wealth management company that manages money via a suite of portfolios containing dozens of ETFs, giving exposure to thousands of underlying securities. Tavistock Wealth is based in Berkshire, United Kingdom.

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Buyer(S) 1

Buyer

Titan Wealth

London, Virginia, United Kingdom
Category Company
Sector Financial Services
DESCRIPTION

Titan Wealth is a comprehensive Wealth Planning Firm. Titan provides clients with both personal and professional service. Titan offers Investment Advisory Service, Retirement Planning, Estate Planning, Education Planning, Tax Planning, and Insurance Planning utilizing specialized investment products and strategies. Titan Wealth is based in London, United Kingdom.

DEAL STATS #
Overall 1 of 2
Sector (Financial Services) 1 of 2
Type (Divestiture) 1 of 1
Country (United Kingdom) 1 of 2
Year (2021) 1 of 2
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-06-23 GPP Group

London, United Kingdom

GPP Group is a financial services firm that provides trade execution, margin financing, securities lending, clearing, and custody services. GPP Group was founded in 2008 and is based in London, United Kingdom.

Buy -

Seller(S) 1

SELLER

Tavistock Investments

Ascot, United Kingdom
Category Company
Founded 2004
Sector Financial Services
Employees161
Revenue 34M GBP (2023)
DESCRIPTION

Tavistock Investments is an investment management and advisory business. Tavistock Wealth delivers institutional-quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform, and dealing charges are amongst the lowest in the industry. Our advisory businesses provide compliance, administration, and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership). Tavistock Investments was founded in 2004 and is based in Ascot, United Kingdom.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
Country (United Kingdom) 1 of 1
Year (2021) 1 of 1
Mergr

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