Titan Private Wealth
Built with your clients 
in mind.
Many clients are looking for more bespoke investment solutions, tailored to their goals, individual circumstances and preferences. As every client is different, our discretionary service is focused on delivering a truly personalised approach aligned to your client’s needs, providing a holistic investment service for their wider portfolio.
Working in partnership
We manage money for a wide range of clients, including both Private and Intermediary introduced clients, Trusts, Pension Schemes, Corporate Clients and Charities. Our approach is flexible and focused on working in partnership with our clients' existing advisers to explore and define clients’ needs, and then managing their portfolio on a discretionary basis.
Key to our offering is our transparency and client service, with dedicated support and oversight. Our long-standing relationships with clients and their advisers is testament to our approach and the results we have delivered.
Tailored investment management – directly invested
We specialise in direct equity investing, researching and investing in companies worldwide. This focus can add value through performance and can significantly reduce costs compared to a fund of funds.
We classify ourselves as bottom-up portfolio managers who actively invest in directly owned shares. Whilst our core focus is on equity investing, we also invest across multiple asset classes to aid portfolio diversification including fixed income, property and alternatives which includes absolute return, private equity and infrastructure.
Investment performance is our main priority. Our investment process is geared towards the long-term preservation and growth of wealth in line with a client’s individual needs, expectations and attitude to risk. In order to align bespoke portfolios to a risk profile, we use a control range of five risk-based model portfolios.
Documents
Discover our control range of five risk-based model portfolios which can be used for illustrative purposes.
Working with us
Benefit 01
We take care of your clients’ investment portfolio, freeing your time to deal with their wider needs.
Benefit 02
Our comprehensive and client friendly onboarding process is designed to fully understand specific circumstances and deliver a clear and personal investment proposal.
Benefit 03
Our specialist investment managers will be on hand to attend client meetings if required and will also provide in depth macro and portfolio information, regular quarterly reports, and key documents and webinars to keep you informed.
Benefit 04
As part of our transparent approach to client management all fees and charges will be discussed and agreed upfront. We don’t charge for the initial discovery work to develop the investment proposal and we don’t charge transfer fees or exit fees on investments.
Benefit 05
We can help reduce the administration burden through our dedicated Operations Team, who offer an end-to-end service, ensuring all admin functions are executed quickly and effectively including the smooth transition of existing portfolios.
Important Information
Titan Private Wealth (TPW) is authorised and regulated by the Financial Conduct Authority. TPW is a subsidiary of Titan Wealth Holdings Limited.
Make an enquiry
To confidentially discuss your, or your clients’ requirements please get in touch.
Please be aware that as a part of the Titan Wealth Group, Titan Private Wealth will invest in funds which are managed by other Titan Wealth group entities, or by connected third parties, known as ‘in house funds’. Please note that when selecting such funds for investment, in house funds are subject to the same levels of initial and ongoing due diligence and monitoring as any other externally managed funds selected for investment. The benefits of investing into in house funds include having greater access to fund information and monitoring of the underlying investments. We will only invest in in-house funds when we believe it is suitable for clients.
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Tax Efficient Solutions
Specialist, tax efficient schemes to enhance and diversify a portfolio.
Investment Solutions
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
Tailored MPS
Build robust investment solutions via the Tailored Model Portfolio Service.
