Titan Wealth Targets Workplace Benefits Market, Reaching £36bn in AUM
- Chapters Capital
- Apr 3
- 2 min read
3rd April 2025
Titan Wealth has acquired the pensions specialist Workplace Advice Group, significantly enhancing its corporate pensions offerings and increasing its combined AUM and advice to approximately £36bn.
This acquisition, which involves the Stoke-on-Trent-based Workplace Advice Group—established in 2013—adds £200m in AUA from about 1,500 pension schemes, reinforcing Titan Wealth’s position in the corporate pensions sector. It complements its existing corporate benefits programs, allowing the firm to capitalise on the growing demand for integrated pension and workplace benefit solutions.
Andrew Fearon, Joint CEO and Head of M&A at Titan Wealth, emphasised the strategic importance of this acquisition, stating: "Strengthening our corporate pensions proposition has long been a key goal. Integrating Workplace Advice Group will broaden our service capabilities, enable us to leverage operational synergies, and expand our reach to provide greater value to our clients."
Tony Dolman from Workplace Advice Group noted that the acquisition marks a new growth phase, bringing enhanced scale, operational efficiencies, and a more robust pensions advisory framework to help clients navigate an increasingly complex regulatory landscape.
Titan Wealth, backed by private equity firms Parthenon Capital Partners, Hambleden Capital, and Ares Management, expanded its presence in the Channel Islands by acquiring Jersey-based Advisa Wealth earlier this year.
These ongoing acquisitions demonstrate Titan Wealth's strategy to diversify beyond traditional wealth advice and investment management by tapping into the corporate pensions and employee benefits markets, which are increasingly attractive to consolidators.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion, contact one of our professional associates today for a confidential, no-obligation consultation.