• +44 (0) 203 830 8050
  • [email protected]

Company Updates And Press Releases

Keep up to date with what is happening at Square Mile.

Titan Wealth acquires Square Mile Investment Consulting and Research Ltd

27 Jun, 2023 | Return|

Titan Wealth Holdings [Titan Wealth] announces it has acquired investment research and consultancy firm Square Mile, subject to regulatory approval.

Square Mile brings a wealth of expertise, including a 21-strong team of research analysts covering the universe of UK retail funds, an investment management team responsible for Square Mile’s range of MPS solutions and its consultancy services for financial intermediaries and institutions. In Titan Wealth, Square Mile has secured a long-term shareholder, committed to growing and developing its range of client services enabling them to deliver enhanced customer outcomes, and helping to expand the firm’s market footprint.

The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition. Titan Wealth will also benefit from Square Mile’s broad industry relationships across the financial advice and asset management sectors.

Square Mile will continue to operate under its own brand following the acquisition and its management and wider team will remain in place both supporting and being supported by Titan Wealth in achieving its ambitions.

The acquisition takes Titan Wealth’s AUM to £12bn and strengthens the fully integrated client to custody solutions.

Andrew Fearon, Joint CEO & Head of M&A at Titan Wealth said: “Square Mile is a highly reputable business whose products and services integrate and align seamlessly with Titan’s. This latest acquisition further bolsters our aim to bring high-quality execution and administration to the asset and wealth management sector through our our client to custody solutions and services.”

Richard Romer-Lee, Square Mile’s CEO, said: ”This acquisition represents a very exciting opportunity for our clients, the business and our team. The backing of Titan Wealth will help us strengthen and broaden our clients offerings, supports Square Mile’s long-term growth aspirations and opens new professional avenues for our staff within the broader group. Moreover, Titan Wealth and Square Mile have a close cultural fit with a client-centric approach and a focus on delivering superior customer outcomes and we are confident that this development will bring significant benefits to all.”

Related

HM Queen Elizabeth II

All of us at Square Mile are deeply saddened by the death of Her Majesty, Queen Elizabeth II. We off...

Read More >

Square Mile Charity Quiz 2021

We were delighted to once again host our annual charity quiz night earlier this month. It was a grea...

Read More >

Sustainability Disclosure Requirements (SDR) and investment labels: Square Mile response

At Square Mile, we recently responded to the FCA’s paper on the Sustainable Disclosure Requirements...

Read More >

MEDIA CONTACTS

At Square Mile, we have an experienced team who can provide independent opinion and analysis on industry themes, such as ESG and Responsible investment, fund rating commentary and value assessments.

If you're a member of the media and would like to speak to any of our experts, please get in touch.

Feedback