Titan Private Wealth
Built with you in mind
You have worked hard for your money, are looking to preserve your wealth or aiming to grow the wealth you need to make your dreams come true. Whatever your situation we understand that you may be looking for more bespoke investment solutions, tailored to your goals, distinct circumstances and preferences.
Our discretionary service is built to create customised solutions. We pride ourselves on delivering a truly personalised approach, with dedicated support and oversight for all our clients, providing a holistic investment service for your wider portfolio.
Tailored investment management – directly invested
We specialise in equity investing, researching and investing directly into shares of companies worldwide. This focus can add value through performance and can significantly reduce costs compared to a fund of funds.
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 your needs, expectations and attitude to risk.
Start your wealth journey with us today.
Initial meeting
Before we recommend an investment approach, we take the time to understand your specific circumstances and financial objectives. Should you need financial planning advice we can organise this for you via our colleagues within the Titan Group.
Investment proposal
Following the ‘discovery’ meeting, we deliver an Investment proposal that is clear and personal and used as a discussion document to ensure our proposal meets your requirements.
Transparent fee structure
We don’t charge for the initial work to get to know you and develop the investment proposal. All our ongoing fees are transparent and agreed upfront, and we don’t charge transfer fees or exit fees on your investments.
Requirements & paperwork
Once our proposal meets your requirements, we then take care of preparing the relevant paperwork for signing prior to account opening.
Support
Our investment managers are always on hand to work with you, listening to your needs and discussing all the options open to you. They will also provide in depth portfolio information, regular quarterly reports, key documents and webinars to keep you informed.
Why Titan Private Wealth
We have been working with individuals, families, entrepreneurs, charities and trusts since the 1970s. We have grown by referrals and recommendations through an approach that focusses on transparency and client service. Many of our clients trust us with their wealth, and that of their children, grandchildren and great grandchildren over generations. A testament to our approach and the results we have delivered.
To confidentially discuss your requirements please get in touch.
Titan Private Wealth (TPW) is authorised and regulated by the Financial Conduct Authority. TPW is a subsidiary of Titan Wealth Holdings Limited.
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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About Titan Wealth
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