Titan Wealth Holdings

What Titan Wealth Holdings does

Titan Wealth Holdings Limited is a vertically integrated UK wealth management and asset management platform founded in June 2021 and headquartered in London, with entities registered in Jersey. The company consolidates financial planning, discretionary investment management, investment solutions (including model portfolio services via Square Mile), alternative investments, and proprietary asset servicing technology under a single regulated structure. It holds multiple FCA-authorised subsidiaries covering the full wealth management value chain: financial planning (Titan Wealth Planning), investment solutions (Titan Investment Solutions, Square Mile), discretionary management (Titan Asset Management, Titan Private Wealth), alternatives (Titan Alternatives), and research (Square Mile Investment Consulting and Research).

Titan Wealth serves private individuals and families (primary segment), high-net-worth clients and business owners, professional athletes and sports organisations (via the dedicated Sports Division launched March 2026), corporate entities, and professional/institutional investors across the UK, Channel Islands, South Africa, Dubai, Belgium, Singapore, and Hong Kong. Distribution is multi-channel, combining direct field sales teams, partnerships with independent financial advisers, multi-manager platforms (notably Ravenscroft), and external adviser/fund manager access to its proprietary technology and global custody/settlement infrastructure.

The business model is fee-based and recurring, generating revenue primarily through wealth management and advisory fees on approximately £45bn of assets under management or advice. Since founding, the company has pursued an aggressive M&A-driven consolidation strategy, completing or announcing 18+ acquisitions of UK and international wealth firms, scaling from inception to £44bn AUM/AUA and 225 financial advisers by January 2026. Parthenon Capital Partners acquired a majority stake in February 2023 and has provided ongoing capital to fund the acquisition programme. Management is led by Executive Chairman and Joint CEO James Kaberry, Joint CEO and Head of M&A Andrew Fearon, CFO Ken Coveney, and CEO Wealth Damian Sharp.

Name

Titan Wealth Holdings

Legal name

Titan Wealth Holdings Limited

Website

https://titanwh.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Titan Wealth Holdings is a vertically integrated UK wealth management platform serving private clients, HNW individuals, professional athletes, corporates, and institutions across 8 countries, operating through financial planning, discretionary investment management, and proprietary custody/settlement technology on approximately £45bn AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Wealth management services
• Financial planning advisory
• Discretionary investment management
• Private wealth management
• Model portfolio services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management and Advisory Fees: Titan Wealth generates revenue primarily through wealth management and advisory fees charged to private clients, families, and institutional clients for investment management, financial planning, and advisory services. As a vertically integrated wealth management firm, it collects management fees and advisory charges across its acquired and organic client base.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Titan Wealth Holdings operates a vertically integrated wealth management platform combining financial planning, whole-of-market investment selection, discretionary portfolio management, global custody and settlement infrastructure, and advisory services delivered through FCA-regulated subsidiaries (Titan Wealth Planning, Titan Asset Management, Titan Investment Solutions, Titan Private Wealth, Square Mile, and Titan Alternatives). The group serves individual investors and families, high net worth clients, professional athletes, financial advisers, professional/institutional investors, and corporate clients with employee benefits needs, supported by a proprietary asset servicing technology platform spanning financial planning, reporting, and compliance.

Product overview

Titan Wealth Holdings operates as a vertically integrated wealth management platform offering a comprehensive suite of services through its regulated subsidiaries. The core offering combines financial planning (via Titan Wealth Planning), investment management (via Titan Asset Management and Titan Private Wealth), investment solutions (via Titan Investment Solutions and Square Mile), alternative investments (via Titan Alternatives), and research/consulting (via Square Mile). The group serves individuals, families, financial advisers, professional investors, and corporate clients across the UK, Channel Islands, UAE, and internationally. Key differentiators include proprietary asset servicing technology, global settlement/custody solutions, and the integration of acquired firms under a unified platform approach. The group also launched a dedicated Sports Division in 2026 to serve professional athletes and sports organisations, including a Financial Adviser Academy for career transition. As of early 2026, the group manages approximately £44-45bn in assets under management or advice across 225+ financial advisers.

Differentiator

Problem solved

Functional benefit

Brands

• Titan Wealth Planning: Financial planning services for individuals and families
• Titan Asset Management
• Titan Private Wealth
• Titan Square Mile
• Titan Alternatives
• Ravenscroft
• Financial Adviser Academy
• Nugenis

Products and services

• Financial Planning Services Comprehensive financial planning for private individuals and families covering investment planning, retirement planning, tax planning, estate planning, and holistic wealth advice, delivered through Titan Wealth Planning Limited (FCA-authorised, FRN 574458).
• Discretionary Investment Management Discretionary portfolio management for clients, delivered through Titan Asset Management Limited (FCA-authorised, FRN 568089) and other regulated subsidiaries, with whole-of-market investment selection and ongoing portfolio management.
• Titan Private Wealth Management Bespoke discretionary investment management for high net worth individuals, families, entrepreneurs, charities and trusts, with a focus on direct equity investing for long-term wealth preservation and growth, delivered through Titan Private Wealth Limited.
• Managed Portfolio Service (MPS) Model portfolio service offering multiple portfolio types spanning Long Term, Medium Term, ESG Long Term, Active MPS, Passive MPS, Blended MPS, and Sustainable MPS, distributed to private clients and external adviser firms via Titan Investment Solutions Limited and Square Mile Investment Services Limited.
• Alternative Investment Solutions Fund of funds and specialist tax-efficient alternative investment solutions, delivered through Titan Alternatives Limited (Appointed Representative of Sturgeon Ventures LLP, FCA-authorised) for HNW clients and advisers seeking diversification beyond traditional asset classes.
• Global Custody and Settlement Services Institutional-grade global custody and settlement infrastructure serving both Titan Wealth's in-house offerings and external financial adviser and fund manager clients, enabling the management of assets on a global basis.
• Titan Wealth Sports Division Dedicated specialist division providing tailored financial planning, investment management, career transition pathways, and corporate benefits for professional athletes, sports organisations and executives, including a Financial Adviser Academy programme to help athletes transition into post-sport financial adviser careers.
• Investment Research and Consulting Independent investment research and consulting services delivered through Square Mile Investment Consulting and Research Limited (SMICR) — including a 21-strong research team supporting MPS portfolio research and consulting for advisers and institutional clients.
• Workplace Pensions and Employee Benefits Workplace pension advisory, employee benefits management, and corporate wealth management solutions for UK businesses, delivered via the Aspira Corporate Solutions business acquired in November 2023 (over £4bn AUM in workplace pensions) and accessed through Titan Wealth's Employer Corporate Benefits portal.
• External Adviser and Fund Manager Platform White-label platform service making Titan Wealth's proprietary asset servicing technology, whole-of-market investment selection, model portfolios, custody and settlement infrastructure available to external financial advisers, multi-manager platforms (such as Ravenscroft, serving over 2,300 clients) and fund managers.

Quantifiable outcome

• Assets under management or advice grew to £45 billion as of mid-2026
• +4 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• RavenscroftcoreChannel Partner/ Reseller/ DistributorRavenscroft is a multi-manager platform partner through which Titan Wealth serves over 2,300 clients. The partnership provides access to Ravenscroft's existing client base and distribution network, extending Titan Wealth's reach in the wealth management market.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• St. James's Place: UK's largest listed wealth manager with ~£170bn AUM, operating a vertically integrated model combining financial planning, discretionary fund management, and platform services via a national adviser network. Directly comparable as a scaled UK wealth platform targeting HNW/mass-affluent clients with recurring fee revenue.
• Rathbones Group: UK wealth manager with ~£100bn AUM offering investment management, financial planning and custody via direct advisers and intermediary channels. Comparable as a UK-focused, integrated wealth platform that has grown substantially through acquisitions (e.g. Investec Wealth & Investment UK).
• Quilter: UK wealth manager with c.£100bn AUM operating a multi-channel model combining advised platform (Quilter Financial Planning), discretionary asset management, and intra-group platform/custody infrastructure. Highly comparable given vertically integrated structure and target of scaling to a top-tier UK advice business.
• Evelyn Partners: UK wealth management and professional services group with c.£70bn AUM, offering financial planning, investment management, and tax/advisory services to private clients and intermediaries. Comparable as a multi-service UK wealth platform of similar scale and proposition breadth.
• Brooks Macdonald: UK discretionary wealth manager with c.£20bn AUM serving HNW private clients and intermediary firms via MPS and bespoke portfolios. Comparable as a UK-centric DFM with platform and adviser support services competing in the same target market as Titan's discretionary subsidiaries.
• Saunderson House: Privately owned UK wealth manager providing discretionary investment management and financial planning to HNW clients. Comparable as a UK-focused, integrated wealth platform of broadly similar size and client profile to Titan's discretionary subsidiaries.

Broad incumbents

• Schroders Wealth Management: Global asset manager with a UK wealth management division (including Cazenove) serving HNW clients, family offices and intermediaries. Comparable as a scaled incumbent offering discretionary wealth and platform services in the UK, though much larger and broader in scope than Titan.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform with c.£150bn AUM, increasingly extending into advised and workplace segments. Adjacent peer given Titan's platform and custody infrastructure serves a similar adviser/investor ecosystem.

Emerging players

• AJ Bell: UK investment platform and DFM (Tatton AM) serving direct-to-consumer and adviser clients with c.£80bn AUM. Comparable as a scaled UK platform operator offering custody, model portfolios, and adviser support overlapping with Titan's investment solutions and platform offering.

Others

• FNZ: Global wealth technology provider offering end-to-end platform, custody and operations infrastructure to wealth managers and advisers. Comparable as the leading external enabler of integrated wealth platforms; relevant because Titan's proprietary platform competes with this model and FNZ is the natural strategic exit or partnership candidate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/titan-wealth-holdings
• Instagraminstagram.com/titanwealth.community

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A13 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Titan Wealth Holdings