PRESS RELEASE
23 December 2024

Proskauer Advises Independent Wealth Planners On Acquisition By Titan Wealth

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Proskauer Rose LLP

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The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. Our top tier team of star trial attorneys, acclaimed transactional lawyers and exceptionally talented partners and associates have earned a reputation for the relentless pursuit of perfection and a dauntless pursuit of success.
Proskauer, a leading international law firm, today announced it has advised Independent Wealth Planners (IWP), a leading provider of financial planning solutions across the UK, on its acquisition...
United Kingdom

LONDON, December 18, 2024 – Proskauer, a leading international law firm, today announced it has advised Independent Wealth Planners (IWP), a leading provider of financial planning solutions across the UK, on its acquisition by Titan Wealth.

The transaction encompasses IWP’s two trading entities (IWP Financial Planning Limited and IWP Investment Management Limited).

For IWP, it crystallises the substantial work by IWP’s management team in restructuring the group, bringing all trading businesses into two legal entities and onto one operating platform with an enhanced and fully harmonised client experience.

IWP will work closely with Titan Wealth’s other financial advisory businesses, including Titan Wealth Planning. It marks the next chapter in IWP’s growth, providing unparalleled access to Titan’s broad investment solutions and wider network of financial expertise.

The transaction is subject to regulatory approval.

The Proskauer team advising IWP was led by partner Andrew Wingfield and included partner Liam Arthur, associates Eleanor Craven and Nicholas Wardle and trainee solicitor Jack Gregory (M&A); partner Stephen Pevsner and associate Emma McDonnell (Tax); partner Vikki McKay (Real Estate); partner Elisabeth Baltay (Restructuring); special counsel Kelly McMullon (Data Privacy); special counsel Nicola Bartholomew (International Labor & Employment); partner John Verwey and special regulatory counsel Amar Unadkat (Regulatory); partner Barry Newman and associates Antonia George and Shameelah Khan (Private Equity Finance); and partner Mary Wilks (Antitrust).

Contributor

The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. Our top tier team of star trial attorneys, acclaimed transactional lawyers and exceptionally talented partners and associates have earned a reputation for the relentless pursuit of perfection and a dauntless pursuit of success.

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