Titan Private Wealth
Tailored investment management – directly invested
In today’s complex investment market deciding on the best investment opportunities requires time, judgement and access to quality research. As a discretionary investment manager, we manage direct equity portfolios on a bespoke basis and pride ourselves on delivering simple and sound investment management and advice to our clients.
We work closely with you to fully understand what you are trying to achieve, your objectives preferences and develop an investment strategy that fits the needs and requirements of your mandate.
Our flexible service is built around your needs.
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 focusses on transparency and client service with many of the relationships we have going back over generations. A testament to our approach and the results we have delivered.
Direct equity investing. Our focus.
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.
Investment performance is our main priority aligned to your objectives and risk profile. As bottom-up portfolio managers we actively invest in directly owned shares. However, 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.
Multi-factor analysis for stock selection
Rigorous screening:
We employ a rigorous screening technique based on strict criteria to identify potential investment opportunities.
In-depth analysis
We then perform an in-depth analysis based on business quality, balance sheet strength, cash flow and growth potential. This is to ensure that the potential investment represents a secure and sustainable business proposition.
Valuation
The final part of our process is valuation as it is important, wherever possible, to purchase stock trading at a discount rather than at its long-term fair value. Only when an investment has satisfied all aspects of this process will it be considered for inclusion in an investment portfolio.
Working with us
Onboarding
Our comprehensive and client friendly onboarding process is designed to fully understand specific circumstances and deliver a clear and personal investment proposal.
Specialist managers
Our specialist investment managers and client servicing team are always on hand to support you. To ensure ongoing strong client relationships our investment managers are restricted on the number of clients they manage.
Portfolio transparency
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.
Reporting
We provide in depth macro and portfolio information, regular quarterly reports, and provide key documents and webinars to keep you informed.
Service and support
To ensure continuity and control, we manage all critical functions such as administration, in house, via our dedicated Operations Team, who offer an end-to-end service, so all admin functions are executed quickly and effectively.
Documents
Discover our control range of five risk-based model portfolios which can we used for illustrative purposes.
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 discuss our discretionary, bespoke investment management service 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.
View more
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.
Services
Working in partnership to support your investment proposition, governance and oversight and custody needs.
