Advisa WEALTH
Advisa WEALTH, now operating as Titan Wealth (Channel Islands), is a Jersey-headquartered wealth management and financial planning firm serving high-net-worth individuals, corporate clients, and financial intermediaries across the Channel Islands with execution, advisory, discretionary investment, and protection services.
- Company typePrivate
- Founded1995
- HeadquartersSt. Helier
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Advisa WEALTH does
Advisa WEALTH is the former brand identity for the Financial Planning division now operating as part of Titan Wealth (Channel Islands), a wealth management and financial planning firm headquartered in St. Helier, Jersey, with an additional office in Guernsey. Founded in 1995 and originally operating independently as Advisa, the business was rebranded and integrated into the broader Titan Wealth group, an eight-jurisdiction wealth manager with £45bn in assets under management and more than 1,450 employees collectively. The Channel Islands entity provides a vertically integrated wealth offering spanning execution-only trading, advisory stockbroking, and discretionary investment management, complemented by cash management, precious metals, and investment fund access. Financial planning services are delivered through two parallel streams: Personal Financial Planning (retirement planning, life insurance, critical illness cover, income protection) and Corporate Financial Planning (group protection schemes, key person and shareholder protection, corporate pensions).
The firm serves three primary customer segments: high-net-worth individuals seeking wealth management and intergenerational planning, corporate clients requiring employee benefit and business protection products, and financial intermediaries (IFAs and wealth managers) using the firm's execution and discretionary capabilities for their own end-clients. Revenue is generated through a mix of recurring AUM-based fees on discretionary mandates, transaction-based fees for execution and advisory stockbroking services, and professional services fees for financial planning engagements. Pricing is quote-based and personalized to client circumstances rather than published on standardized schedules, with billing on a monthly cadence. Distribution occurs through direct advisory teams in the two Channel Islands offices and through the intermediary channel.
The business operates as a private, for-profit wealth manager in the Channel Islands UK jurisdiction. Core technology is not explicitly disclosed in available source material, and there are no documented proprietary technology platforms, APIs, patents, or AI/ML capabilities. The firm's competitive positioning rests on decades of Channel Islands market experience, the scale advantages provided by group membership (shared investment research, trading infrastructure, and operational support), and a multi-segment service model that captures clients across the wealth lifecycle from self-directed trading through full discretionary management and integrated financial planning.
Advisa WEALTH firmographics
Firmographics- Name
- Advisa WEALTH
- Legal name
- Titan Wealth
- Website
- https://advisa.je
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Advisa WEALTH, now operating as Titan Wealth (Channel Islands), is a Jersey-headquartered wealth management and financial planning firm serving high-net-worth individuals, corporate clients, and financial intermediaries across the Channel Islands with execution, advisory, discretionary investment, and protection services.
- Ownership category
- akta.pro rank
Advisa WEALTH industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
Keywords
Where Advisa WEALTH is headquartered
LocationHeadquarters
- HQ city
- St. Helier
Offices2 records
Markets served
Advisa WEALTH business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Discretionary Investment Management Fees: Fees charged for managing client portfolios on a discretionary basis, where the firm makes investment decisions on behalf of clients in line with defined objectives. Revenue likely based on assets under management (AUM) percentage.
- Advisory Stockbroking Services: Personalized advisory services resulting in bespoke investment portfolios tailored to client requirements. Revenue derived from advisory fees and/or transaction-based charges.
- Execution Only Trading: Dealing team executes client-chosen investments providing access to global markets and range of assets. Revenue from trading commissions or transaction fees.
- Financial Planning Services: Lifestyle-focused financial planning for individuals and corporates including insurance, retirement planning, and protection products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Quote-based personalized pricing for wealth management services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Advisa WEALTH product offering
Product offeringCore offering
Advisa WEALTH (operating as the financial planning arm of Titan Wealth in the Channel Islands) provides personal and corporate financial planning, covering investment advice, critical illness cover, income protection, life insurance, retirement planning, group protection schemes, and corporate pensions. It complements these planning services with execution-only trading, advisory stockbroking, discretionary investment management, cash management, precious metals, and investment funds, together serving both individual and corporate clients in the Channel Islands.
Product overview
Titan Wealth (formerly Advisa Wealth) offers a unified wealth management platform combining investment management and financial planning services. The core offering spans execution-only trading, advisory stockbroking, and discretionary investment management, complemented by cash management, precious metals, and investment funds. Financial planning services are delivered through two integrated streams: Personal Financial Planning (covering individual needs like retirement planning, life insurance, and critical illness cover) and Corporate Financial Planning (serving businesses with group protection schemes and pension planning). Intermediary services provide tools for wealth managers and corporate clients to manage end-client portfolios. The company manages £45bn in assets across eight jurisdictions including the Channel Islands.
Differentiator
Problem solved
Functional benefit
Products and services
- Execution Only Trading Self-directed trading service where the dealing team executes chosen investments on behalf of clients, providing access to global markets and a range of assets. Targeted at clients who want to manage their own investment decisions.
- Advisory Stockbroking Service Personalised advisory stockbroking service providing bespoke investment portfolio recommendations tailored to client requirements, for clients wanting an advisory (non-discretionary) relationship.
- Discretionary Investment Management Discretionary investment management service where the firm's investment team manages client portfolios on their behalf in line with objectives defined by the client, for those preferring delegated portfolio management.
- Cash Management Cash management service enabling clients to achieve higher returns on their cash holdings.
- Precious Metals Investment service allowing clients to invest in precious metals as part of a diversified portfolio.
- Investment Funds Access to investment funds for inclusion in client portfolios.
- Personal Financial Planning Lifestyle-focused financial planning service for individuals covering financial planning, investment advice, critical illness cover, income protection, life insurance, and retirement planning.
- Corporate Financial Planning Corporate financial planning service for businesses including group income protection, group critical illness, group life cover, key person protection, shareholder protection, business loan protection, and corporate pension planning.
- For Intermediaries Services and tools for corporate and intermediary clients (IFAs and wealth managers) to help manage their end-clients' portfolios using Titan Wealth execution and management capabilities.
Companies that use Advisa WEALTH
Customer profileSegments3 records
Ideal customer profiles3 records
Advisa WEALTH technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Advisa WEALTH partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights4 records
Advisa WEALTH competitors and assessment
Company assessmentDirect peers
- Quilter Cheviot: UK private client investment manager offering discretionary and advisory portfolio management to HNW individuals, charities and intermediaries — closely aligned in service mix.
- Brooks Macdonald: UK-listed wealth manager offering discretionary investment management, financial planning and advisory services to HNW individuals — a direct comparable in business model, client segment and service mix to Titan Wealth CI.
- Investec Wealth & Investment UK: UK and Channel Islands wealth manager providing discretionary and advisory investment management and financial planning to HNW clients, directly competing for CI HNW mandates.
- Cazenove Capital: UK discretionary investment manager serving HNW individuals, families, charities and trusts; comparable core business model to Titan Wealth CI's investment management arm.
- Killik & Co: UK wealth manager offering discretionary investment management and financial planning for HNW individuals with a relationship-led model comparable to Titan Wealth CI.
- Canaccord Genuity Wealth Management: Provides discretionary investment management, advisory stockbroking and wealth planning to HNW clients across multiple jurisdictions including the UK and Channel Islands.
- Rathbones Group: UK wealth manager providing discretionary fund management, financial planning and advice to HNW and intermediary clients; comparable in service breadth and client profile to Titan Wealth CI.
- Evelyn Partners: Integrated UK wealth management, financial planning and investment business serving HNW individuals, families and intermediaries, with comparable breadth of advisory and discretionary offerings.
- RBC Wealth Management (Caribbean): International wealth manager with established Channel Islands and Caribbean presence serving HNW clients with discretionary investment management and financial planning.
Broad incumbents
- Coutts: UK private banking and wealth franchise serving HNW and UHNW clients with investment management, advice and protection services; broader institution but overlapping Channel Islands HNW segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Advisa WEALTH social profiles
Digital presenceAdvisa WEALTH financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advisa WEALTH leadership team
Management profileNumber of profiles
Advisa WEALTH funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advisa WEALTH M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advisa WEALTH
What does Advisa WEALTH do?
Advisa WEALTH (operating as the financial planning arm of Titan Wealth in the Channel Islands) provides personal and corporate financial planning, covering investment advice, critical illness cover, income protection, life insurance, retirement planning, group protection schemes, and corporate pensions. It complements these planning services with execution-only trading, advisory stockbroking, discretionary investment management, cash management, precious metals, and investment funds, together serving both individual and corporate clients in the Channel Islands.
Is Advisa WEALTH a public or private company?
Advisa WEALTH is a private company. It is classified as unknown and is currently operating.
When was Advisa WEALTH founded?
Advisa WEALTH was founded in 1995. It employs 11 to 50 people.
Where is Advisa WEALTH based?
Advisa WEALTH is headquartered in St. Helier.
How does Advisa WEALTH make money?
Four revenue lines are on record. Discretionary Investment Management Fees are the primary driver. The others are advisory Stockbroking Services, execution Only Trading and financial Planning Services.
Who are Advisa WEALTH's main competitors?
Direct peers on record are Quilter Cheviot, Brooks Macdonald, Investec Wealth & Investment UK, Cazenove Capital, Killik & Co, Canaccord Genuity Wealth Management, Rathbones Group, Evelyn Partners and RBC Wealth Management (Caribbean). Coutts is listed as a broad incumbent.
Does Advisa WEALTH have an API?
No public API is recorded for Advisa WEALTH.
What industry is Advisa WEALTH in?
Advisa WEALTH's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.