Posts by gpp
Accelerated Settlement: A Challenge and an Opportunity for UK Market Participants
As the US will soon move to a faster T+1 settlement cycle in May, the UK has also been contemplating the switch; with the UK Treasury having established a taskforce “UK Accelerated Settlement Taskforce” (AST) to consider a T+1 settlement at its market. With the US adopting T+1 imminently, it’s important to understand potential…
Read MoreLoveday & Partners joins Titan Wealth
15th April 2024 – Titan Wealth is pleased to announce that it has received approval from the Financial Conduct Authority and will shortly complete a deal for Loveday & Partners to become part of the Titan Wealth Group. Loveday & Partners is an independent financial planning firm based in Norwich. This brings Titan Wealth’s total…
Read MoreTitan Wealth Group announces sponsorship of GB Sevens men’s and women’s teams
We have today announced our sponsorship of GB Sevens Rugby, becoming the Principal Partner and Main Shirt Sponsor of both the men’s and women’s teams for the 2023/24 and 2024/25 HSBC World SVNS. Rugby Sevens is an established sport around the world with great heritage and tradition. In recent years the short form of the…
Read MoreTitan Wealth Closes Partnership Transaction with Parthenon Capital
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…
Read MoreTitan 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…
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