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Regulatory information and risk warnings

Regulatory information and risk warnings

Regulatory information and risk warnings

Compliance

This website (“website” or “site”) is issued by Titan Investment Solutions Ltd (“TitanIS”) which is authorised and regulated by the Financial Conduct Authority.

The content of this site is for Professional Financial Advisers working in the United Kingdom only (TitanIS does not advise retail investors itself).

The ACUMEN Portfolios is an OEIC (Open Ended Investment Company with Variable Capital).

Regulatory disclosures

Unless you are a Retail client, many of the protections provided by the United Kingdom regulatory structure may not apply to you including access to the UK Financial Services Compensation Scheme and the UK Financial Ombudsman Service.

Content of website

By proceeding, you agree, so far as this is permitted under the provisions of the UK regulatory system, to the exclusion by us of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. The contents of this site are based upon sources of information believed to be reliable, however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to its accuracy or completeness and TitanIS, its Directors, officers and employees do not accept any liability or responsibility in respect of the information or any views expressed herein. TitanIS accepts no liability for any loss or damage of any nature whatsoever, whether directly arising from accessing, using, consulting or navigating this site, or from links to other websites.

This website may include or may refer to documents that include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. If you have accessed this site using a link from another site, TitanIS does not accept liability or responsibility for the accuracy of information contained within the sites of other providers who have links to any pages of this site or to whom this site is linked.

Investment risk

There are significant risks associated with investment in the Funds referred to in the site. Investment in the scheme on this site is intended for investors who understand and can accept the risks associated with such an investment including a substantial or complete loss of their investment.

Past performance is not a guide to future performance. The value of investments and any income derived from them can go down as well as up. Income from investments may fluctuate. Changes in rates of exchange may have an adverse effect on the value, price or income of investments. The Authorised Corporate Director of the funds may apply a dilution adjustment as detailed in the Prospectuses. The Funds are not traded on an exchange or recognised market.

The foregoing list of risks factors is not complete and reference should made to the Funds’ constitutional documents, KIID and application form.

Investment recommendations

The site may contain examples of TitanIS’s research. Readers should note that these examples of its research are provided for informational and research purposes only. The information does not constitute an Investment Recommendation and must not be viewed as such.

Solicitation

The site does not constitute an offer by TitanIS to enter into any contract/agreement nor is it a solicitation to buy or sell any investment. It should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. Investors must inform themselves about the laws which are in force in their country or jurisdiction. This site is not aimed at person who are residents of any country, including the USA and South Africa, where the Funds referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on the Funds or services is not permitted. No part of this site should be copied and distributed to any third party without the express approval of TitanIS.

Notice to persons in the United States

The information contained in this site about TitanIS is not directed to any person in the United States. The provision of the information in this site does not constitute an offer of securities to any person in the United States or to any U.S. Person. Shares in the Funds have not been, and will not be, registered under the US Securities Act of 1933, as amended (the “1933 Act”), or qualifies under any applicable state statutes, and the Shares may not be offered, sold or transferred in the United States (including its territories and possessions) or to or for the benefit, of, directly or indirectly, any US Person. The Funds are not and will not be registered under the US Investment Company Act of 1940, as amended (the “1940 Act”), and investors will not be entitled to the benefit of such registration. Consequently, the cannot be offered for sale or be sold in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas.

Complaints

TitanIS maintains a complaints handling policy and procedures in accordance with which it handles complaints, including complaints made by complainants who are eligible to bring a complaint to the Financial Ombudsman Service, the independent statutory dispute resolution body for the financial services industry in the United Kingdom.

Advice

No information contained in this site should be deemed to constitute the provisions of financial, investment, taxation or other professional advice in any way. Investors should obtain professional financial advice before proceeding with any investment.

Taxation

Taxation will depend on individual financial circumstances and the county of residence. Investors should obtain professional advice on taxation where appropriate before proceeding with any investment.

Performance data

Information on performance follows UK standards. The performance figures refer to the past and past performance is not a reliable indicator of future results.

Data protection and privacy

Titan Investment Solutions Ltd is a wholly owned subsidiary of Titan Wealth Group PLC. Please refer to the TWHL Privacy Policy here .

 

Ian Wood

Chief Investment Officer (Titan Private Wealth) 

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 Cardale’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 firm’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 Manager’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

Class X Shares
Class T Shares

Mazarin Cautious KIID

Class A Shares
Class T Shares

Mazarin Balanced KIID

Class A Shares
Class T Shares

Mazarin Adventurous KIID

Class A Shares
Class T Shares

Paul Hunt

CEO

Paul Hunt is a proven business leader and entrepreneur with over 30 years’ experience and track record of scaling businesses across multiple sectors. Hunt is 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 Titan’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 Manager’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 £5 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 team’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 years’ 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

Damian’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 UK’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 “as is” and on an “as available” 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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