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

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Cookie Policy

Cookie Policy

Cookie Policy

In this Cookies Policy, any reference to “us”, “we”, “our” or “ourselves” is a reference to the Titan Wealth Group (being Titan Wealth Holdings Limited and our subsidiaries).

This Cookie Policy explains how we and trusted third parties use cookies and similar technologies on this website (the “Website”), as well as your choices related to those cookies. Please review this Cookie Policy to learn more about the types of cookies we use, why we use them and how you can control or limit the use of cookies.

If we collect personal data via cookies or similar technologies, such personal data will be treated in accordance with our Privacy Notice. Please refer to our Privacy Notice for more information about our privacy practices.

What are cookies?

Cookies are small text files that are installed on your browser, computer or mobile device. They allow a website to recognise your device. Cookies can serve several purposes: to ensure that the website takes the user’s preferences into account by storing language preferences, to collect statistical data and adapt the content. Cookies can help provide you with a good experience when you browse websites and also help improve website functionality.

Which other similar technologies do we use?

When you visit the Website, we use cookies to collect certain information automatically. We may also use other technologies such as pixel tags, browser analysis tools, server logs, web beacons, and other tracking technologies for similar purposes as described in this Cookie Policy and we may include them on our sites, in marketing email messages or our newsletter and affiliated websites to determine whether messages have been opened and whether links have been clicked on. The information provided below about cookies also applies to these technologies.

How do we use cookies?

We use different cookies for different things, such as:

  • analysing how visitors move through our Website, where they have come from and the pages they visit;
  • counting the number of visitors to our Website;
  • compiling reports and helping us improve the Website; and
  • providing details of services that may be of interest to you.

To find out more about the different kinds of cookies we use and how you can manage them, please see the sections below titled “Cookies we use” and “Managing cookies”.

 

Cookies we use

We use the following categories of cookies on our Website:

  • Strictly necessary cookies. Strictly necessary cookies are cookies that are required for the operation of our Website and cannot be switched off in our systems. You can set your browser to block or alert you about these cookies, but some parts of the Website will not then work.
  • Functional cookies. These cookies enable our Website to provide enhanced functionality and personalisation. They may be set by us [or by third party providers whose services we have added to our pages].  If you do not allow these cookies then some or all of these services may not function properly.
  • Performance cookies. These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our Website. They help us to know which pages are the most and least popular and see how visitors move around the Website. If you do not allow these cookies we will not know when you have visited our Website and we will not be able to monitor its performance.
  • Targeting cookies. These cookies may be set through our Website by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant advertisings on other sites. If you do not allow these cookies, you will experience less targeted advertising.

Set out below is a list of the cookies, by category, we use on our Website.

 

Cookie name

Cookie Owner & Purpose

 

Duration of cookie

 

Strictly necessary cookies

 

ASP.NET_SessionId

Used by ASP.NET to maintain session state by storing a unique identifier for the duration of the user’s session. This identifier allows session data associated with the user to be retrieved across multiple requests

 

The cookie is extended for 4 hours after the user interacts with the websites

 

AspNet

 

The cookie is used to store authentication information for users who have successfully logged in.

 

The cookie is extended for 20 minutes after the user interacts with the website.

 

OpenIdConnect.nonce

 

GBO Application

The cookie is used during user login to provide protection against replay attacks and maintain the integrity of the authentication process

 

Cookie exists for the duration of the login process and is cleared thereafter.

 

AspNetCore.Antiforgery

 

The cookie is used by the application to provide protection against Cross-Site Request Forgery (CSRF) attacks.

 

Exists for the duration of the authentication page while the user is logging in.

 

Functional cookies

 

_dd_s

 

Datadog.

Cookie used to group all events generated from a unique user session across multiple pages. It contains the current session ID, whether the session is excluded due to sampling, and the expiration date of the session.

 

The cookie is extended for an extra 15 minutes every time the user interacts with the website, up to the maximum user session duration (4 hours).

 

Managing Cookies

You can choose whether to accept or reject to the use of cookies at any . For the GBO system, confirmation of an understanding of cookies used is required.

You can also use your browser settings to generally block cookies, remove existing cookies or change your cookie settings.  However please note that if you do this you may not be able to use the full functionality of the Website.

For more information on deleting or blocking cookies, please also visit: http://www.allaboutcookies.org.

Changes to this Cookie Policy

We reserve the right to amend this Cookie Policy from time to time. We will inform you on any material changes via the Website.

Contacting us

If you have further questions about the Website or about this Cookie Policy, please contact us by email at [email protected].

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.

Visit Titan Investment Solutions

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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      TitanAM

      One cornerstone of our approach to investing is the market cycle. Understanding how cycles work over time allows us to adjust our exposure to maximise the probability that our investments work for our clients.

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