Titan Wealth [Titan] finalised the closing of its previously announced partnership transaction with Parthenon Capital [Parthenon]. Parthenon will provide access to additional resources as Titan executes on its strategy to provide integrated financial advice, investment management, and platform services through a comprehensive client-to-custody strategy.
Parthenon is a leading growth-oriented private equity firm with a long track record of building franchise companies in the wealth management sector. Parthenon acquired a majority stake in Titan.
Titan has also completed the previously announced acquisition of Telford Mann, a leading financial advice business based in Kettering. The Telford Mann transaction represents another important milestone as Titan builds out its financial advice capability, a key component of the firmโs client-to-custody strategy.
Titan Asset Managementโs CIO discusses the US economy on possible declining interest rates and the soft landing investors may have hoped for, […]
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
Subscribe to our newsletter
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.
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
Paul Hunt
CEO
Paul Hunt is a proven business leader and entrepreneur with over 30 yearsโ experienceย and track record of scaling businesses across multiple sectors.ย Hunt isย highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.
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 Titanโs 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 Managerโs 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 ยฃ5 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 teamโs 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 yearsโ 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
Damianโs 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.
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.
Chief Investment Officer, John Leiper, on CNBC 15thย December 2023 with Joumanna Bercetche
Titan Asset Managementโs CIO discusses the US economy on possible declining interest rates and the soft landing investors may have hoped for, […]