Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameTitan Wealth Holdings Limited
BDO has provided financial and tax due diligence services to Titan Wealth on the acquisition of Ravenscroft Investments Limited.
Ravenscroft provides a wide range of offerings to its clients, including discretionary investment management, fund management, advisory investment services, execution only trading, cash management, and dealing in, and storage of, physical precious metals. Ravenscroft employs around 100 staff to manage private and institutional clients and is one of the largest wealth managers in the Channel Islands. The acquisition takes Titan Wealth’s total AUM / AUA to £27.2bn.
As Titan Wealth looks to grow its international advice proposition, both organically and through further acquisitions, Ravenscroft Investments Limited, which will rebrand as Titan Wealth International next year, will provide key operating capabilities offshore. The business also complements Titan Wealth’s own institutional dealing and wealth platform services in the UK.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Jack Gibson, Charles Walshaw, Dan Anderson, Chris Lightfoot, Phoebe Yeung (Financial due diligence)
James Cameron, Nicoletta Papademetris, Masinnie Tran (Tax)
Laurence Mills (Forensics)
Ravenscroft provides a wide range of offerings to its clients, including discretionary investment management, fund management, advisory investment services, execution only trading, cash management, and dealing in, and storage of, physical precious metals. Ravenscroft employs around 100 staff to manage private and institutional clients and is one of the largest wealth managers in the Channel Islands. The acquisition takes Titan Wealth’s total AUM / AUA to £27.2bn.
As Titan Wealth looks to grow its international advice proposition, both organically and through further acquisitions, Ravenscroft Investments Limited, which will rebrand as Titan Wealth International next year, will provide key operating capabilities offshore. The business also complements Titan Wealth’s own institutional dealing and wealth platform services in the UK.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Jack Gibson, Charles Walshaw, Dan Anderson, Chris Lightfoot, Phoebe Yeung (Financial due diligence)
James Cameron, Nicoletta Papademetris, Masinnie Tran (Tax)
Laurence Mills (Forensics)