The previous Titan Asset Management funds have now moved. Learn more

We have been made aware of several scams which are currently targeting members of the public. One is regarding a company named; Titan-wealth.co., which claims to be affiliated to the Titan Wealth Group. These entities are in no way affiliated with Titan Wealth and we advise that caution is exercised before undertaking any communication with a firm you cannot independently verify via the FCA Register.

Innovative award-winning asset management

Titan Asset Management is the investment arm of the Titan Wealth group. From client to custody, The Group provides a one-stop shop for offering investment management, asset servicing and distribution solutions for the wealth management industry.

1

Assets under management

10

Managing investments

Why choose us?

It’s the flexibility to build a portfolio to your vision.

Award winning

Multi award winning fund and model portfolio services built for intermediaries, individuals, and family offices.

Experienced

Over ten years of stable management from a consistent investment team.

Complete exposure

A full suite of asset class exposure, including equities, bonds, commodities, alternatives, currency, and sustainability.

Our approach

A cornerstone of our approach to investing is the market cycle, we understand how the cycle works over time, allowing us to adjust our exposure to maximise probability that the investments really work for our clients.

We believe investors tend to prefer cyclical stocks during expansionary periods and defensive stocks during recessions. Economies and markets are subject to cyclical patterns over time, while these cycles aren’t quite clockwork, they rely on economic factors and human psychology.

Our Model Portfolios are either available 'as is', or can be adjusted modularly to accommodate for different client needs and capacity for risk.

Our MPS at a glance

Titan ACUMEN

MPS

Titan Passive

MPS

Titan Active

MPS

Titan Sustainable

MPS

How can we help you?

Titan will partner with you to understand your current challenges as well as your long-term business goals, enabling us to understand the portfolio characteristics that you prefer. We also want to do the heavy-lifting: taking care of the investment management, administration, and communication of client portfolios, so that you can spend more time with your clients. Our broad-scope services include risk-related MPS and Funds, Sustainability, liquidity and asset class choices.

Regular updates

When you or your clients onboard, you’ll receive regular communication about performance, fund updates, market outlook and insights from our experts.

Fully managed

We manage portfolios to your client’s predetermined ATR, finding the best-suited investable products.

We work with you

We align our interests with yours, never compromising your criteria and values.

What does sustainable investing mean to us?

Sustainable capital allocation without compromise. Our ESG investment choices are holistic, data-driven and consider factors from supply chain and production to the environmental and social impact. We offer a Sustainable MPS option where part of our pricing is donated to The Global Returns Project charity portfolio.

Paul Hunt

Joint CEO

Paul Hunt is a proven business leader and entrepreneur with over 30 years’ experience and track record of scaling businesses across multiple sectors. Hunt is highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.

Richard Romer Lee

Joint CEO

Richard is a co-founder of Square Mile and is responsible for determining the strategy and focus for the business in conjunction with the Board and the Management Team. He works closely with clients, as well forging strong business relationships within the wider industry. Richard regularly interviews leading industry figures for Square Mile’s popular ‘Talking With’ series.

Titan Sustainable MPS

Below, each factsheet number corresponds to risk level, from 3-8

Titan Sustainable 3

Titan Sustainable 4

Titan Sustainable 5

Titan Sustainable 6

Titan Sustainable 7

Titan Sustainable 8

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Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

Titan Active MPS

Below, each factsheet number corresponds to risk level, from 3-8

Titan Active MPS 3

Titan Active MPS 4

Titan Active MPS 5

Titan Active MPS 6

Titan Active MPS 7

Titan Active MPS 8

Titan ACUMEN MPS

Factsheet

Titan Passive MPS

Below, each factsheet number corresponds to risk level, from 3-8.

Titan Passive MPS 3

Titan Passive MPS 4

Titan Passive MPS 5

Titan Passive MPS 6

Titan Passive MPS 7

Titan Passive MPS 8

David Chandler

Senior Portfolio Analyst

David is responsible for providing operational support to the fund managers. David has passed the CFA UK IMC and graduated in 2018 with a degree in Economics and Business Management from the University of Sheffield.

James Peel, CFA

Portfolio Manager – ESG

James is a Portfolio Manager at Titan Asset Management and is responsible for Titan’s approach to sustainable investing. He previously worked as a researcher at the British Chamber of Commerce in Taipei. James graduated in 2018 from the University of St Andrews, where he studied economics. He is a CFA charter holder and has passed the CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing and the CFA UK Certificate in Climate and Investing (CCI). He was also included in Citywire Wealth Manager’s 30 Under 30 in 2023.

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Asset Management. Prior to Titan he worked at Tavistock Wealth for 3 years, having previously gained experience in Holland at an oil brokerage, and in London at an energy trading house. Jonah is a CFA charter holder, having graduated from St. Andrews University with an MA in Management and Economics.

Alex Livingstone, CFA

Head of Trading – FX & ETFs

Alex is responsible for the ETF trading and FX strategy at Titan Asset Management and has executed over £5 billion of trades during his prior 4 years at Tavistock Wealth. Alex also assists in the wider portfolio management of the CIP specialising in technical analysis and risk management. He is a CFA charter holder and holds an BSc in Retailing, Marketing and Management from Loughborough University.

Sekar Indran, CFA

Senior Portfolio Manager – Equities

Sekar is responsible for managing the team’s equity investments. He helped expand the investment proposition over five years at Tavistock Wealth and continues this role at Titan Asset Management. Sekar has prior financial services experience at Barclays and Allianz. He is a CFA charter holder and holds a BSc degree in Industrial Economics from the University of Nottingham.

John Leiper, MSc, CFA, FDP, CFTe

Chief Investment Officer

John Leiper is the Chief Investment Officer of Titan Asset Management and carries direct responsibility for all investments in the Centralised Investment Proposition (CIP) at the firm. John has 15 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley, Credit Suisse and Tavistock Wealth. John Leiper is a CFA and FDP charter holder and a member of the Society of Technical Analysts. He holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Damian Sharp

Chief Operating Officer

Damian’s financial services career spans over 30 years, the greater part spent at Pantheon Financial Management Ltd. As Managing Director Damian steered the group through its RDR rationalisation to its ultimate sale to Ascot Lloyd.

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