Innovative award-winning investment solutions

Titan Investment Solutions is the investment arm of the Titan Wealth group.

1

Assets under management

10

Managing investments

*Under Titan Asset Management

Why choose us?

The flexibility to invest to your vision.

Award winning

Multi award winning fund and model portfolio services built for intermediaries, individuals, and family offices.

Experienced

Over 10 years* of stable management from a consistent investment team.

*Under Titan Asset Management

Complete exposure

A full suite of asset class exposure, including equities, bonds, commodities, alternatives, currency, and sustainability.

Our approach

A cornerstone of our approach to investing is the market cycle, we understand how the cycle works over time, allowing us to adjust our exposure to maximise probability that the investments really work for our clients.

We believe investors tend to prefer cyclical stocks during expansionary periods and defensive stocks during recessions. Economies and markets are subject to cyclical patterns over time, while these cycles arenโ€™t quite clockwork, they rely on economic factors and human psychology.

Our ACUMEN portfolios are managed with an active passive approach via minimum 80% ETFs to deliver the best of both.

Our funds at a glance

ACUMEN

Portfolios

ACUMEN Protection

Portfolios

Mazarin

Funds

IFSL Titan Equity Growth

Fund

How can we help you?

Titan will partner with you to understand your current challenges as well as your long-term business goals, enabling us to understand the portfolio characteristics that you prefer. We also want to do the heavy-lifting: taking care of the investment management, administration, and communication of client portfolios, so that you can spend more time with your clients. Our broad-scope services include risk-related Funds, sustainability, liquidity and asset class choices.

Regular updates

When you or your clients onboard, youโ€™ll receive regular communication about performance, fund updates, market outlook and insights from our experts

Fully managed

We manage portfolios to your clientโ€™s predetermined attitude to risk, finding the best-suited investable products

We work with you

We align our interests with yours, never compromising your criteria and values

As at 23/08/2023 a structural change took place, whereby the fund range moved from Titan Asset Management to Titan Investment Solutions, with no other changes to investment team, strategy or processes taking place.

Ian Wood

Chief Investment Officer (Titan Private Wealth)ย 

Ian joined Titan Private Wealth (TPW), formerly Cardale in 2006 as an equity research analyst, after having extensive experience including tenures at Redmayne Bentley and BWD Rensburg (Investec). Ian obtained his degree from Durham University in 1995 and has dedicated his career to the Investment Management sector. His responsibilities encompass all facets of investment analysis and portfolio construction, in addition to providing invaluable research information to the investment management teams. Notably, Ian is a key member of the Asset Allocation and Stock Selection committees, where he has played a vital role in shaping and formalising Cardaleโ€™s investment process and philosophy.

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Peter Doherty

Head of Fixed Income and Lead Portfolio Manager

Peter joined Titan in October 2023 as Head of Fixed Income to build the in-house fixed income business. Prior to Titan, Peter was Head of Fixed Income at Sanlam Investments UK, heading up a team of 7 investment professionals, and Chief Investment Officer at Tideway Investment Partners, where he led the firmโ€™s asset management offering, including the in-house Tideway UCITS funds.

From 1988 to 2008, Peter held senior positions at Goldman Sachs, Bear Stearns and Bank of America in fixed income and structured credit market. Peter holds a degree in Engineering Science from University of Oxford.

Peter set-up the Tideway UCITS Funds ICAV and has been Lead Manager on the Titan Hybrid Capital Bond Fund since its inception in 2016. He has been awarded a FE fundinfo Alpha Manager rating for 2023, nominated as Best Alpha Manager by FE fundinfo in 2023 and nominated by Investment Week as Fund Manager of The Year in 2022.

Chris Turdean

Investment Associate

Chris graduated from New York University with a major in Economics in 2018 and has been working in Fixed Income markets since. Chris started his career at Tideway Investment Partners, acting as a Portfolio Managerโ€™s Assistant, before joining Sanlam Investments UK in 2020 as an Investment Analyst. Chris has been on the Investment Team for the Titan Hybrid Capital Bond Fund since 2018

IFSL Titan Equity Growth KIID

Mazarin Adventurous KIID

Paul Hunt

CEO

Paul Hunt is a proven business leader and entrepreneur with over 30 yearsโ€™ experienceย and track record of scaling businesses across multiple sectors.ย Hunt isย highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.

David Chandler

Senior Portfolio Analyst

David is responsible for providing operational support to the fund managers. David has passed the CFA UK IMC and graduated in 2018 with a degree in Economics and Business Management from the University of Sheffield.

James Peel, CFA

Portfolio Manager – ESG

James is a Portfolio Manager at Titan Asset Management and is responsible for Titanโ€™s approach to sustainable investing. He previously worked as a researcher at the British Chamber of Commerce in Taipei. James graduated in 2018 from the University of St Andrews, where he studied economics. He is a CFA charter holder and has passed the CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing and the CFA UK Certificate in Climate and Investing (CCI). He was also included in Citywire Wealth Managerโ€™s 30 Under 30 in 2023.

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Investment Solutions. Prior to Titan he worked at Tavistock Wealth for 3 years, having previously gained experience in Holland at an oil brokerage, and in London at an energy trading house. Jonah is a CFA charter holder, having graduated from St. Andrews University with an MA in Management and Economics.

Alex Livingstone, CFA

Head of Trading – FX & ETFs

Alex is responsible for the ETF trading and FX strategy at Titan Investment Solutions and has executed over ยฃ5 billion of trades during his prior 4 years at Tavistock Wealth. Alex also assists in the wider portfolio management of the CIP specialising in technical analysis and risk management. He is a CFA charter holder and holds an BSc in Retailing, Marketing and Management from Loughborough University.

Sekar Indran, CFA

Senior Portfolio Manager – Equities

Sekar is responsible for managing the teamโ€™s equity investments. He helped expand the investment proposition over five years at Tavistock Wealth and continues this role at Titan Investment Solutions. Sekar has prior financial services experience at Barclays and Allianz. He is a CFA charter holder and holds a BSc degree in Industrial Economics from the University of Nottingham.

John Leiper, MSc, CFA, FDP, CFTe

Chief Investment Officer

John Leiper is the Chief Investment Officer of Titan Investment Solutions and carries direct responsibility for all investments in the Centralised Investment Proposition (CIP) at the firm. John has 15 yearsโ€™ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley, Credit Suisse and Tavistock Wealth. John Leiper is a CFA and FDP charter holder and a member of the Society of Technical Analysts. He holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Damian Sharp

Chief Operating Officer

Damianโ€™s financial services career spans over 30 years, the greater part spent at Pantheon Financial Management Ltd. As Managing Director Damian steered the group through its RDR rationalisation to its ultimate sale to Ascot Lloyd.

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The information on this website is issued by Titan Investment Solutions for the purposes of provided information on products and services provided. Titan Investment Solutions is registered with Companies House under registration number 10636265 with its registered office at 101 Wigmore Street, London, W1U 1QU. Titan Investment Solutions is authorised and regulated by the UKโ€™s Financial Conduct Authority.

The information is provided for informational purposes only. Nothing on this website should be considered a solicitation or offering for sale of any investment product or services to any person in any jurisdiction where such solicitation or offer would be unlawful. This website does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors. Before investing, investors should seek their own professional advice.

All investments involve investment risk, the value of investments and any income from them may go down as well as up and you may not get back all of your original investment. Past performance is not a guarantee or reliable indicator of future results. No representation is being made that any investment will or is likely to achieve profits or losses or that significant losses will be avoided. If you are in any doubt as to the suitability of an investment to you, you should consult an appropriate professional advisor.

The information is provided in good faith and believed to be accurate as of the time of compilation. The information in this website is provided โ€œas isโ€ and on an โ€œas availableโ€ basis without warranties of any kind. Titan Investment Solutions does not warrant that the information will be accurate as of the date it is accessed by any user.

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