Professional Wealth Management (PWM)

What Professional Wealth Management (PWM) does

Professional Wealth Management (PWM) is one of 24 historical trading styles now integrated into Titan Wealth, a vertically integrated UK wealth management group. PWM itself was a small financial advisory firm that operated as a trading style of IWP Financial Planning until IWP's acquisition by Titan Wealth in January 2026, at which point the PWM brand was absorbed into Titan Wealth Planning. As a standalone entity, PWM is no longer a distinct operating business; the relevant going concern is the parent group.

Titan Wealth was formed in June 2021 to consolidate financial planning, investment management, platform, and custody services under a single technology-enabled roof. The group manages approximately £45bn in assets under management or advice through a network of 225 client-facing financial advisers operating from 14+ UK offices (including Newcastle, London, Bristol, Cardiff, Edinburgh, Glasgow, Hove, Alton, Basingstoke and others) and international operations across 8 countries. The technology stack comprises a proprietary asset servicing and global settlement/custody platform, a Central Investment Proposition (CIP) providing whole-of-market access, and integrated portfolio solutions spanning Long Term, Medium Term, ESG, Active, Passive, Blended, and Sustainable Managed Portfolio Services. The Square Mile research subsidiary provides in-house investment research via a 21-analyst team covering UK retail funds.

The group generates revenue primarily through AUM-based recurring advisory and discretionary fees, supplemented by financial planning fees, platform and custody charges, and cross-border wealth structuring for internationally mobile clients. Customer segments include HNW and mass affluent individual investors (primary), external financial adviser firms using the platform technology, internationally mobile individuals and families, and corporate benefits clients. Distribution is advisor-mediated and field-based rather than self-service, with brand awareness supported by sports sponsorships including York City FC, GB Rugby Sevens, and Leeds Tykes. The group employs 1,200+ people and is majority-owned by Parthenon Capital Partners (since February 2023) alongside Hambleden Capital.

Name

Professional Wealth Management (PWM)

Legal name

Professional Wealth Management

Website

https://professionalwealthmanagement.co.uk

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Professional Wealth Management (PWM) is a historical trading style now integrated into Titan Wealth, a UK vertically integrated wealth management group managing approximately £45bn AUM across 8 countries through 225 advisers and a proprietary platform, planning, and custody technology stack serving HNW individuals, advisers, and internationally mobile clients.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Financial planning services
• Wealth management
• Investment management
• Private wealth advice
• Portfolio management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices14 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning Services: Personalized financial planning for individuals covering investments, pensions, retirement planning, estate planning, and wealth protection. Revenue generated through advisory fees.
2. Investment Management: Discretionary and advisory investment management services. AUM-based revenue model as Titan Wealth manages approximately £45 billion in client assets.
3. Wealth Structuring and Tax Advice: Cross-border financial planning and wealth structuring services for internationally mobile individuals and families, particularly through international operations.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Professional Wealth Management (PWM) provides personalized financial planning and wealth management services to individual investors, covering investments, pensions, retirement planning, estate planning, inheritance tax planning, and wealth protection. As a trading style of Titan Wealth Planning, PWM offers discretionary and advisory investment management through a range of managed portfolio services (Long Term, Medium Term, ESG, Active, Passive, Blended, and Sustainable). Services are delivered face-to-face through a national network of UK financial advisers supported by proprietary technology and a Central Investment Proposition.

Product overview

Titan Wealth operates as a vertically integrated wealth management firm offering a comprehensive suite of financial services. Professional Wealth Management (PWM) was one of the trading styles acquired through the IWP Financial Planning acquisition and is now integrated into Titan Wealth Planning. The core offering includes financial planning services (retirement, estate, protection, and next generation planning), investment solutions (Long Term Portfolios, Medium Term Portfolios, ESG Long Term Portfolios, and managed portfolio services including Active, Passive, Blended, and Sustainable variants), and specialist services such as Private Wealth and a dedicated Sports Division. The investment platform includes model portfolio solutions, funds, and tailored solutions. Titan Wealth Holdings Limited serves as the parent company, with operating subsidiaries including Titan Wealth Planning Limited, Titan Investment Solutions Limited, Titan Alternatives Limited, and Titan Private Wealth Limited.

Differentiator

Problem solved

Functional benefit

Brands

• Titan Square Mile: A trading style of TIS and SMICR providing independent research and consulting services
• Sports Division
• Financial Adviser Academy

Products and services

• Titan Wealth Planning (Financial Planning) Financial planning service offering personalised advice on investments, pensions, protection, and retirement planning through a national network of UK offices. For individual investors and families seeking comprehensive financial planning.
• Long Term (LT) Portfolios Investment portfolios designed for long-term wealth accumulation and growth objectives, offered through the Titan Wealth investment platform.
• Medium Term (MT) Portfolios Investment portfolios designed for medium-term wealth objectives with balanced risk considerations.
• ESG Long Term (ESG LT) Portfolios Long-term investment portfolios incorporating environmental, social, and governance (ESG) criteria for sustainable investing.
• Active Managed Portfolio Service Actively managed investment portfolios with discretionary management by professional fund managers.
• Passive Managed Portfolio Service Passively managed investment portfolios tracking market indices with lower fees.
• Blended Managed Portfolio Service Combined approach using both active and passive management strategies for balanced portfolio performance.
• Sustainable Managed Portfolio Service Investment portfolios focused on sustainable and responsible investing principles.
• Retirement Planning Comprehensive retirement planning including pension reviews, annuity plans, income planning, and long-term care planning for individual clients.
• Estate Planning Estate planning services including will writing, inheritance tax planning, trust setup, and legacy planning for individuals and families.
• Next Generation Planning Financial planning services to help transfer wealth to children or grandchildren, including Junior ISAs, child pensions, and trusts.
• Private Wealth Wealth management services for high net worth individuals and families.
• Sports Division Specialist financial planning services for professional athletes, sports organisations, and executives including tailored financial planning, career transition pathways, and corporate benefits.
• Financial Adviser Academy 18-24 month structured programme supporting elite athletes in transitioning to post-sport careers as qualified financial advisers with fully funded qualifications and on-the-job training.
• Corporate Benefits Employee benefits solutions for business owners, directors, and sports clubs including workplace pensions, key person insurance, and healthcare and wellbeing initiatives.
• Investment Solutions Platform Whole-of-market investment solutions spanning model portfolio solutions, funds, and tailored solutions for advisers and clients.

Quantifiable outcome

• Approximately £45 billion in assets under management or advice
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eleven partnerships are on record, tiered flagship, core and minor.

• York City Football ClubflagshipGTM or Marketing PartnerPrincipal partner and title shirt sponsor since 2024. Multi-year partnership including front-of-shirt sponsorship, financial education workshops, and personalized financial coaching for players and staff.
• GB Rugby SevenscoreGTM or Marketing PartnerLead sponsor of both men's and women's GB Rugby Sevens teams.
• Leeds TykescoreGTM or Marketing PartnerTitle shirt sponsor of Leeds Tykes rugby club.
• Apex Cricket FestivalminorGTM or Marketing PartnerHeadline sponsor for the international school cricket festival.
• Richard MansellminorGTM or Marketing PartnerSponsorship of professional golfer Richard Mansell.
• RavenscroftcoreStrategic or Co-development PartnerAcquired May 2023. Operating from two UK offices with combined AUM of £600m, providing discretionary, advisory and execution-only services to nearly 2,300 clients.
• Square Mile Investment Consulting and ResearchcoreStrategic or Co-development PartnerAcquired June 2023. Over £2.6bn in assets under management in MPS portfolios and 21-strong team of research analysts covering UK retail funds.
• Aspira Corporate SolutionscoreStrategic or Co-development PartnerAcquired November 2023. Financial planning firm with over £4bn AUM specializing in workplace pensions, employee benefits and wealth management.
• IWP Financial PlanningflagshipStrategic or Co-development PartnerAcquired January 2026. Added £6.9bn of client assets bringing group's total AUM to £44bn. Included 24 trading styles including PWM.
• AHR GroupcoreStrategic or Co-development PartnerAcquired July 2024. Dubai-headquartered global financial advisory and investment management firm providing cross-border financial planning advice to expatriates.
• Progeny InternationalcoreStrategic or Co-development PartnerAcquisition announced June 2026 (subject to regulatory approval). International business arm of Progeny Group with operations in Belgium, Singapore, Hong Kong, and Dubai DIFC. Will add approximately £900m of assets under advice.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• St. James's Place: UK's largest wealth management group operating a partner-adviser distribution model across HNW and mass-affluent clients with a vertically integrated investment and platform offering — closely comparable to Titan Wealth's PWM/IFA-led model.
• Brewin Dolphin (RBC Wealth Management UK): UK wealth manager providing discretionary and advisory investment management plus financial planning to HNW clients — direct competitor in the adviser-led UK wealth segment.
• Rathbones Group: UK-listed wealth manager providing discretionary and advisory investment management, financial planning and advice — directly comparable service mix and HNW client focus to Titan Wealth's PWM.
• Evelyn Partners: UK wealth management, investment management and professional services firm combining financial planning, IM and tax advice — similar integrated wealth proposition to Titan Wealth's PWM offering.
• Quilter: UK wealth management business operating a platform and adviser network serving mass-affluent and HNW clients, with both advised and discretionary propositions — comparable to Titan Wealth's vertically integrated model.
• WH Ireland: UK wealth management and investment advisory group providing financial planning, wealth management and corporate broking to HNW clients — similar-scale UK private wealth peer.

Broad incumbents

• Abrdn: Large UK-listed asset and wealth manager with platform and advised propositions targeting HNW and mass-affluent clients — broader incumbent with overlapping capabilities to Titan Wealth.
• Hargreaves Lansdown: UK's largest retail investment platform with a growing advised wealth offering to high earners — adjacent platform-led incumbent competing for the same client wallet as Titan Wealth.
• Schroders: Global asset manager with a UK wealth management arm (including Cazenove) serving HNW clients with discretionary and advisory propositions — broader incumbent in the UK wealth and IM market.

Regional players

• Kleinwort Hambros (BNP Paribas): UK private banking and wealth management arm of BNP Paribas serving HNW clients with cross-border capabilities — comparable international wealth positioning to Titan Wealth's cross-border offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xinstagram.com/titanwealth.community
• LinkedInlinkedin.com/company/professional-wealth-management-pwm
• Instagraminstagram.com/titanwealth.community

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Professional Wealth Management (PWM)