Titan Wealth

Who we are

Titan Wealth (CI) is a Channel Islands based financial services firm which sits within a broader group. With local roots and decades of experience across both islands, we have combined our local knowledge with the ambition of a growing global company.

 

Titan Wealth is a wealth management company with £35bn assets under management and more than 1,250 employees across

eight jurisdictions, including the Channel Islands.

 

Our experienced and qualified teams in Guernsey and Jersey offer a range of investment solutions for all types of clients; from individuals and families to charities, intermediaries and corporations. Whether you are looking to trade directly,

discuss investment opportunities, purchase and store precious metals or achieve higher returns on your cash, our products and services are tailored to create a bespoke experience for every client.


Core services include:


Execution only trading

Advisory investment services

Discretionary investment and fund management

Cash management

Precious metals

Financial planning


Titan Wealth's unique structure brings funds, technology and service together in one single integrated business. We’re a new force in wealth management: structured to power the ambitions of individuals, financial advisers, investment professionals, employers and colleagues through the provision of more efficient and effective wealth management.

What we do

For over 20 years our CI Discretionary team has been helping clients meet their investment goals through investment into high quality global assets aligned with long-term themes.


Whilst we remain cognisant of the macroeconomic environment to identify potential risks or opportunities, we believe we are able to provide investors with more consistent long-term returns by aligning portfolios, through a thematic approach, with evolving global trends, which are providing structural tailwinds for growth.


We aim to cater to a broad range of clients, from retail clients and high net worth individuals to intermediaries, with varying investment amounts, from £5,000 to £50m plus.


Strategies

Sterling £

Bespoke

Our risk focused investment strategies can be accessed as a managed Fund, as MPS on leading Platforms and also as a bespoke portfolio service.


We are fundamental bottom up fund and stock pickers. We avoid macro analysis; preferring to drive changes based on fundamentals and valuations.


The majority of our value add comes from careful fund and stock selection. We do not use cash tactically but will move our broad asset allocation around over time where we see skewed valuations.

MANDATES

  • Income • low

    The mandates objective is to deliver either an income stream or cautious capital growth through investment into interest-bearing bonds and dividend paying equities. 

  • Balanced • medium

    The objective of the mandate is to generate capital growth over the medium to long term (three to five years or more). The fund is a balanced investment solution seeking exposure to our global themes through equity and fixed-income funds. 

  • Growth • high

    The mandates objective is to deliver long-term (five to seven years or longer) capital growth; primarily through investments in an actively managed, diversified range of equity funds.