A team from Bedell Cristin in Jersey has advised the sellers of Advisa Wealth on its agreed acquisition by Titan Wealth, a UK-based wealth management business with over £30bn of assets under administration and 1,200 employees.
Founded in 1995, Advisa Wealth is a leading Jersey-based financial planning business with over 1,800 clients. Advisa's trusted brand and financial planning expertise is expected to complement Titan Wealth's existing services.
The Bedell Cristin team has been led by Jersey Head of Corporate Guy Westmacott alongside Regulatory Partner Richard Le Liard, with support from Senior Associate Natasha Bairstow, Associate Devon Jenkins and Trainee Solicitor Juliette Walton. Bedell Cristin acted as lead legal counsel to the sellers while Titan Wealth was represented by Gateley Legal.
Guy Westmacott said: "Bedell Cristin has enjoyed a strong relationship with Advisa Wealth for a number of years and we've been thrilled to advise on this deal, which marks an exciting step in Advisa's journey and again highlights Bedell Cristin's credentials as a leading Jersey legal advisor on M&A deals."
Location: Jersey
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