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 investment boutique Wigmore Associates Wealth Management.
Founded by William Orenstein in 1999, Wigmore specialises in providing portfolio management services, together with pension, tax planning and inheritance tax advice to individuals, trusts, pension schemes, family offices, and charities.
Wigmore provides advice to HNWIs in high value and complex circumstances, through tailored portfolios that aim to meet clients’ investment objectives and personal risk requirements in the most tax efficient way.
The acquisition increases Titan Wealth's total assets under management/advice to over £17.4bn.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan (Financial due diligence)
Nicoletta Papademetris, James Cameron, Masinnie Tran (Tax)
Founded by William Orenstein in 1999, Wigmore specialises in providing portfolio management services, together with pension, tax planning and inheritance tax advice to individuals, trusts, pension schemes, family offices, and charities.
Wigmore provides advice to HNWIs in high value and complex circumstances, through tailored portfolios that aim to meet clients’ investment objectives and personal risk requirements in the most tax efficient way.
The acquisition increases Titan Wealth's total assets under management/advice to over £17.4bn.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan (Financial due diligence)
Nicoletta Papademetris, James Cameron, Masinnie Tran (Tax)