Titan Wealth

What Titan Wealth does

Titan Wealth Holdings Limited is a Jersey-domiciled, privately held wealth management firm founded in June 2021 and backed by private equity investors Parthenon Capital Partners and Hambleden Capital. The group operates as a vertically integrated platform spanning financial planning, investment management, platform, and custody services, serving HNW individuals, external IFAs and DFMs, corporate clients, institutional investors, and a niche sports/athlete segment. As of August 2026, the group holds approximately £45bn in assets under management or advice, employs 1,200+ people across 8 countries, and operates through 225+ client-facing financial advisers across a national UK office network plus international offices in the Channel Islands, UAE, Singapore, Hong Kong, Belgium, and Dubai DIFC.

The firm's product portfolio centers on managed portfolio services (Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable MPS) delivered through wholly-owned subsidiaries including Titan Wealth Planning, Titan Investment Solutions, Titan Alternatives, Titan Private Wealth, Titan Asset Management (formerly Tavistock), and Square Mile Investment Consulting and Research. Underpinning this is a proprietary asset servicing technology platform — acquired via the 2021 GPP transaction — that handles approximately £1.5 trillion of settlement volume per annum and serves both in-house operations and external advisers/fund managers, with the majority of engineering capability based in a Cape Town tech hub.

Titan Wealth generates revenue through three recurring streams: financial planning and wealth management fees tied to advised assets, investment management fees on AUM across model portfolio solutions and funds, and platform/custody fees on assets held on its platform for institutional clients and external advisers/DFMs. Go-to-market combines a face-to-face adviser network (the Central Investment Proposition), enterprise sales to corporates and business owners (employee benefits, workplace pensions, key person insurance), and direct-to-consumer sports sponsorships feeding the Sports Division. Growth has been driven by an aggressive acquisition strategy, with six disclosed deals between July 2021 and August 2026 adding GPP (£2.6bn platform assets), Tavistock (~£1bn AUM), Cardale (~£1.7bn AUM), IWP (£6.9bn assets, 225 advisers), Progeny International (~£900m assets under advice), and LTS Tax Limited, alongside a stated AUM growth target of £100bn over three to five years.

Name

Titan Wealth

Legal name

Titan Wealth Holdings Limited

Website

https://rhinvestmentservices.com

Company type

Private

Founded year

2021

Operating status

Operating

Short description

Titan Wealth is a Jersey-domiciled, vertically integrated UK wealth management firm providing financial planning, investment management, platform, and custody services to HNW individuals, IFAs/DFMs, corporates, and professional athletes across 8 countries, with ~£45bn AUM, 1,200+ employees, and 225+ UK financial advisers.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advice
• Investment management
• Platform custody services
• Discretionary fund management

Headquarters

HQ city

St. Helier

Offices16 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Wealth Management Fees: Titan Wealth generates revenue through fees for financial planning and wealth management services delivered through its network of advisers and investment professionals. Revenue is tied to assets under management or advice.
2. Investment Management Fees: The group offers whole-of-market investment solutions spanning model portfolio solutions, funds, and tailored solutions, generating management fees on assets under management across its Titan Asset Management and Titan Investment Solutions subsidiaries.
3. Platform and Custody Services: Titan Wealth provides platform, clearing, and custody services to institutional clients and external advisers/DFMs, generating fee income from assets held on its platform.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Titan Wealth provides vertically integrated wealth management, combining financial planning, investment management, platform and custody services through a UK network of 225+ advisers and international offices. It delivers managed portfolio solutions (Active, Passive, Blended, Sustainable, ESG, Long Term and Medium Term), retirement and inheritance tax planning, and specialist sports-sector wealth advice. The group also runs proprietary asset-servicing technology that clears and settles roughly £1.5 trillion per annum for in-house teams and third-party advisers/DFMs.

Product overview

Titan Wealth is a vertically integrated wealth management company offering a unified platform of financial planning, investment management, platform, and custody services. The product portfolio centers on investment portfolio solutions including Long Term (LT) Portfolios, Medium Term (MT) Portfolios, ESG Long Term Portfolios, and multiple Managed Portfolio Services (Active, Passive, Blended, and Sustainable). Beyond investments, Titan Wealth provides comprehensive financial planning services spanning retirement planning, inheritance tax and estate planning, life event planning (career changes, marriage, divorce), and next generation wealth transfer. The company also operates a specialized Sports Division for professional athletes and sports organizations. All services are delivered through a network of UK offices combined with international operations in the Channel Islands and UAE, supported by proprietary asset servicing technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Long Term (LT) Portfolios Investment portfolios designed for long-term wealth accumulation with a multi-asset approach, targeting investors with longer investment horizons. Distributed to individual investors via Titan Wealth's UK adviser network and Central Investment Proposition.
• Medium Term (MT) Portfolios Investment portfolios designed for investors with medium-term investment horizons, offering a balanced approach between growth and risk management. Available to individual clients through Titan Wealth Planning.
• ESG Long Term (ESG LT) Portfolios Long-term investment portfolios incorporating environmental, social, and governance (ESG) criteria for investors seeking sustainable investing options.
• Active Managed Portfolio Service Actively managed investment portfolios where fund managers make discretionary investment decisions to maximize returns across various asset classes.
• Passive Managed Portfolio Service Cost-effective investment portfolios that track market indices and benchmarks, offering broad market exposure with lower management fees.
• Blended Managed Portfolio Service Hybrid investment approach combining active and passive management strategies to balance cost efficiency with potential for alpha generation.
• Sustainable Managed Portfolio Service Investment portfolios focused on sustainable and responsible investments, integrating ESG factors into the investment decision-making process.
• Retirement Planning Services Comprehensive retirement planning including pension reviews, annuity planning, tax-efficient income strategies, and estate planning for retirement years. Delivered to individual clients by Titan Wealth Planning advisers.
• Life Event Financial Planning Financial planning services addressing major life changes including career transitions, marriage, divorce, property transactions, and international relocations.
• Next Generation Wealth Planning Wealth transfer and inheritance planning services including Junior ISAs, child pensions, trust arrangements, and intergenerational wealth strategies.
• Inheritance Tax and Estate Planning IHT planning services including trust structures, gifting strategies, business relief planning, and agricultural relief planning to minimize inheritance tax liability.
• Private Wealth Services High-net-worth individual wealth management services offering personalized financial planning, investment management, and estate planning solutions, delivered through Titan Private Wealth Limited.
• Sports Division Specialist financial planning services for professional athletes, sports organizations, and executives, including career transition support and the Financial Adviser Academy for athletes moving into post-sport careers.
• Platform, Clearing and Custody Services Institutional-grade platform, clearing, custody and settlement services delivered to internal advisers/DFMs and external third-party advisers and fund managers, leveraging proprietary technology that handles around £1.5 trillion of settlements per year.
• UK, Jersey and Guernsey Tax Advisory and Compliance Cross-border UK, Jersey and Guernsey tax advisory and compliance services delivered through LTS Tax Limited, supporting individual and corporate clients with complex cross-border financial affairs across the Channel Islands and beyond.

Quantifiable outcome

• Assets under management reached £44bn following the IWP acquisition
• +3 more outcomes

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Seven partnerships are on record, tiered core, flagship, lead and secondary.

• LTS Tax LimitedcoreStrategic or Co-development Partner · 17 August 2026Leading tax advisory firm in the Channel Islands providing UK, Jersey, and Guernsey tax advisory and compliance services. Acquisition announced in August 2026, subject to regulatory approval. LTS has 14 qualified UK Chartered Tax Advisers and 7 qualified accountants.
• Progeny InternationalcoreStrategic or Co-development Partner · 11 June 2026Tax-led financial advice business with operations in Belgium, Singapore, Hong Kong, and Dubai International Financial Centre (DIFC). Acquisition announced June 2026, subject to regulatory approval. Adds approximately £900 million of assets under advice and 13 highly qualified financial advisers.
• York City Football ClubflagshipGTM or Marketing Partner · 9 April 2026Titan Wealth is principal partner and front-of-shirt sponsor for York City FC, with a multi-year agreement covering men's first team, branding, activation, and financial education workshops for players and staff.
• GB Rugby SevensleadGTM or Marketing PartnerLead sponsor of both the men's and women's GB Rugby Sevens teams. Partnership aligns with Titan Wealth's values of teamwork, resilience, and community.
• Leeds TykessecondaryGTM or Marketing PartnerTitle shirt sponsor of Leeds Tykes rugby team.
• Apex Cricket FestivalsecondaryGTM or Marketing PartnerHeadline sponsor of the international school cricket festival.
• Richard MansellsecondaryGTM or Marketing PartnerProfessional golfer sponsored by Titan Wealth.

Scale indicators16 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• St. James's Place: UK's largest wealth management group (~£170bn AUM) with an adviser-led model and in-house investment solutions; comparable to Titan Wealth as a national advice business competing for the same HNW/mass-affluent client base, though materially larger and listed.
• Quilter: Listed UK wealth manager with platform, advice, and investment management businesses; comparable to Titan Wealth's vertically integrated model combining platform, advice, and in-house investment solutions.
• Investec Wealth & Investment UK: UK wealth manager offering discretionary portfolio management, financial planning, and investment advice to HNW individuals as part of broader Investec group; comparable advisory/investment proposition with international HNW focus similar to Titan's Channel Islands/UAE expansion.

Direct peers

• Rathbones Group: UK wealth manager (~£100bn AUM) offering investment management, financial planning, and discretionary fund management through a national adviser network; directly comparable to Titan Wealth in scale, client mix, and product breadth.
• Evelyn Partners: UK wealth management and professional services firm providing financial planning, investment management, and tax advisory to HNW individuals; closely comparable to Titan Wealth on integrated advice plus tax services (LTS Tax) proposition.
• Brooks Macdonald: UK wealth manager (~£20bn AUM) offering discretionary fund management and financial planning through adviser relationships; comparable as a mid-sized UK competitor with similar investment solutions and adviser distribution model.
• Saltus Partners: Private UK wealth manager providing financial planning and discretionary investment management to HNW clients; comparable as a private, adviser-led competitor pursuing scale via M&A in the same segment.
• Canaccord Genuity Wealth Management: UK wealth manager providing discretionary and advisory wealth services with strong Channel Islands presence; comparable to Titan Wealth on Jersey/Guernsey operations and HNW private client focus.
• Ravenscroft: Channel Islands wealth and investment management firm recently integrated into Titan Wealth; comparable as a regional peer offering platform, custody, and investment management in Jersey/Guernsey.
• 7IM (Seven Investment Management): UK wealth manager providing discretionary and advised investment management to private clients and advisers; comparable as a mid-sized competitor with multi-asset model portfolios similar to Titan's MPS range.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rh-investment-services-limited
• Instagraminstagram.com/titanwealth.community

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries11 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 Titan Wealth