Vision
In 2021, Titan Wealth set out to create a top-to-bottom, fully integrated service to make wealth management more efficient – and more effective – for individuals, advisers, businesses and investment professionals alike.
Now we have built it.
End-to-end excellence
The full suite of wealth solutions, all under one roof.
Mission
We’re tackling the fragmentation holding back the wealth management sector, its clients and their advisers – to everyone’s frustration. By vertically integrating separate wealth service components under one roof for the first time, we’ve created a better way of working for everyone’s benefit.
Client led
We believe in the importance of delivering a service that supports stronger relationships for financial advisers' management services
Technology, Settlement and Custody
Our proprietary asset servicing technology and global settlement/custody solution serves in-house assets and external financial advisers and fund managers
Investment solutions
We offer whole of market investment solutions spanning model portfolio solutions, funds and tailored solutions
Who we work with
Individuals
Individuals receive personalised advice on all their assets, to meet their needs, and can see all their plans and progress in one place. Making for a singularly effective experience for them too.
Financial Advisers
Advisers have a new, smart method for wealth planning, whole-of-market investment, reporting and compliance. More efficiency all round means more time to spend on client relationships, and more opportunity to grow their own business.
Professional Investors
Professional investors can use our services to enhance their business, and we’ll work in partnership to pull together a totally bespoke solution.
Corporate Benefits
Business owners and directors get access to everything from employee benefits packages for their people, to comprehensive protection for their company.
Values
Creativity
We relentlessly seek new ways of thinking and new methods of delivering, so we can keep rewriting the rulebook for wealth services.
Commitment
It takes time, effort and energy to make an impact. There’s a ‘can do’ spirit in everything we do: for advisers, individuals, businesses and professional investors.
Collaboration
Bringing the system together allows us to bring people together more effectively: around ambitions, assets, solutions, performance. We’re inviting people to join us and see for themselves the difference we can make as a whole.
Our journey to date
With the completion of the acquisitions of Ravenscroft in Guernsey and IWP in the UK, we’re now beyond our initial target of creating a business with assets under management of over *£30bn, and well on the way to our target of £100bn over the next three to five years.
While we continue to pursue meaningful M&A alongside organic growth, we’ve established our strong foundations and are now starting to see the benefits of integration that drove our strategy.
*Source Titan Wealth Holdings as at 1st Jan 2025
2021
Formed: June 2021
July 2021
Acquired: 2 July 2021
Wealth solutions, clearing and custody provider for institutional clients and DFMs with £2.6 billion of client assets on its platform, clears and settles £1.5tn/annum.
August 2021
Acquired: 27 August 2021
Market-leading DFM with circa £1 billion in AUM (rebranded as Titan Asset Management).
15 June 2022
Acquired: 15 June 2022
Highly profitable Yorkshire-based wealth management company with circa £1.7 billion of AUM.
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Careers
If you’re creative, committed and enjoy collaborating, you’ll find possibilities that are right for you.
Board and Investors
Meet the highly experienced team behind Titan.