This is a range of 5 risk-rated portfolios where each aims to maintain a relevant volatility range over a market cycle and has an agreed strategic asset allocation. Actual volatility may fluctuate outside of these boundaries. Each portfolio will be invested in a mix of equities, fixed income and other defensive assets in accordance with its objective. The portfolio may invest in funds managed by firms within the Titan Wealth Group.
This does not constitute an offer to sell or invitation to buy or invest in any funds mentioned herein it does not provide or offer financial investment, tax, legal, regulatory or other advice and recipients of this document must not rely on it as providing any form of advice. Recipients who may be considering making an investment should seek their own independent professional advice. None of the information contained on the website constitutes a recommendation that any particular investment strategy is suitable for any specific person. Further information, including a discussion of the risks of an investment, is set out in the relevant offering memorandum or prospectus, investors should seek independent financial advice before investing. This is published and provided for informational purposes only.
The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance. Any opinions expressed reflect our current judgment and are subject to change without notice.
Capital at risk. The investment solutions are provided by the following wholly owned subsidiaries of Titan Wealth Holdings Limited: Titan Wealth Planning Limited (‘TWP’), Titan Investment Solutions Limited (‘TIS’), Titan Asset Management Limited (‘TAM’), Square Mile Investment Services Limited (‘SMIS’), Titan Alternatives Limited (‘TA’), and Titan Private Wealth Limited (‘TPW’). The independent research and consulting services are provided by Square Mile Investment Consulting and Research Limited (‘SMICR’) which is also a wholly owned subsidiary of Titan Wealth Holdings Limited. TWP, TIS, TAM, SMIS, and TPW are authorised and regulated by the Financial Conduct Authority. TA is an Appointed Representative of Sturgeon Ventures LLP who is authorised and regulated by the Financial Conduct Authority. SMICR is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR.