A new approach to wealth services
Titan Wealth’s new approach to delivering wealth services is one that’s structured to help maximise your business and support your clients through a range of relevant solutions that are right for them.
Our new integrated approach has been built to give you more choice, more support and greater flexibility – all on your terms and in one place. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions.
End-to-end excellence
The full suite of wealth solutions, all under one roof.
The Titan Way
We’ve worked hard to make wealth management work better for you – and your clients. Working with Titan frees you up to focus on what really matters: building better client relationships and growing a stronger business.
Whole of market – all in one place:
Full range of investment and wealth planning solutions, backed by expert research, that meet any client’s needs.
Single technology solution – flexible and customisable:
Single client or multigenerational family views with enhanced performance and real-time reporting views. All customisable and delivered in your branding for a better client experience.
Economies of scale for better margins:
By bringing all service elements together, with an institutional pricing structure, we can deliver better margins for your business.
Research and consulting to support you and your business:
Spend more time with your clients in the knowledge your investment proposition, fund research, governance and oversight are taken care of.
Safety of assets:
Provide peace of mind to your clients that their assets are safe via Model B custody services, normally only available to institutional clients.
Meet the Senior Management team
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Whether you’re looking to grow your business, sell it or hand it on, at Titan Wealth we can support you.
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Investment Solutions
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
Tailored MPS
Award-winning Managed Portfolio Service customised to your needs.
Services
Working in partnership to support your investment proposition, governance and oversight and custody needs.
Titanium
Simple, connective and flexible – an end-to-end technology solution reduces business complexity and drive operational efficiencies.