Posts by gpp
Titan Wealth Acquires Aspira Corporate Solutions
Titan Wealth Holdings (Titan) has today announced that it is acquiring Aspira Corporate Solutions Limited (subject to regulatory approval).The acquisition increases Titan’s AuM by £4bn to a total of £16.6bn. Established in 2000, Aspira Corporate Solutions has become a driving force within the independent financial advisory and employee benefits sector. Based in Bristol, it draws…
Read MoreTitan Wealth reaches change of control milestone with Parthenon Capital
The FCA has authorised change of control between Titan Wealth Holdings (Titan) and Parthenon Capital (Parthenon), formalising the strategic partnership between the two businesses. Closing will occur later this month. Parthenon is a leading U.S. private equity firm with deep financial services expertise and a strong track-record and reputation in the wealth management sector. Following…
Read MoreTitan Investment Solutions appointed to manage Tideway UCITS Funds ICAV
Titan Wealth have announced that the Tideway UCITS Funds ICAV has appointed Titan Investment Solutions as Investment Manager to the newly renamed Titan Hybrid Capital Bond Fund (the Fund). As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund. The Fund was…
Read MoreBoosting Efficiency and Reducing Costs: The Role of Outsourcing in Wealth Management
In 2024, wealth managers are looking to improve scalability, reduce costs and achieve digitalization across their offerings. Much of the wealth management industry has struggled with scalability. Data from Compeer1shows that in the last 5 years, only 37% of the industry was able to grow their revenues at a faster rate than costs. According to…
Read MoreTitan Wealth acquires Prism Financial Advice Ltd
Well established business with c.£630m AUA Titan Wealth Holdings (Titan) announces today that it has acquired independent financial advice firm Prism Financial Advice Ltd [subject to regulatory approval]. The acquisition will increase Titan Wealth’s total assets under management / advice to over £12.6bn. Based in Gateshead, Prism is a well-established financial advice firm, with a…
Read MoreNavigating The UK Consumer Duty: Insights from Earnest Shackleton (with a twist)
As financial professionals, we constantly find ourselves adapting to new regulations and policies. In the ever-changing regulatory landscape, ‘The UK Consumer Duty’ (‘CD’) is now firmly upon us and it’s crucial to understand its implications. Today, I’d like to dive into the topic using quotes from one of history’s greatest navigators, Sir Earnest Shackleton, who…
Read MoreTitan Wealth funds annual MyLondon photography contest to support the homeless
GPP part of the Titan Wealth Holdings group has provided funding for the annual ‘MyLondon’ project, which aims to empower those who are and have recently been made homeless. GPP has provided the funding for prizes for the MyLondon photography competition, which has run every Summer in London for the past decade. The 2023 event…
Read MoreTitan Wealth acquires Square Mile Investment Consulting and Research Ltd
Well established business with c. £2.6bn in MPS portfolios 27 June 2023 – Titan Wealth Holdings [Titan Wealth] announces it has acquired investment research and consultancy firm Square Mile, subject to regulatory approval. Square Mile brings a wealth of expertise, including a 21-strong team of research analysts covering the universe of UK retail funds, an…
Read MoreTitan Wealth acquires Ravenscroft investment management business in the UK
Well established business with c.£600m AUM and offices in Peterborough and Bishop’s Stortford Titan Wealth Holdings [Titan Wealth] announces it has entered into a share purchase agreement to acquire [subject to shareholder and regulatory approval] Ravenscroft‘s UK-based investment management business. Guernsey-based Ravenscroft is a well-established wealth management business. Its two offices in the UK have…
Read MoreTitan Wealth Holdings Secures Major Strategic Investment from Parthenon Capital
Titan Wealth Holdings [Titan Wealth] is delighted to announce a major new investment in the group from Parthenon Capital [Parthenon]. Parthenon will work closely with Titan Wealth and the management team to support further growth in the business, including investment in technology and best-in-class client service, enhancing Titan’s ability to deliver comprehensive, integrated investment and platform services through…
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