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Titan Wealth Holdings provides discretionary fund management and asset/wealth management services to small and medium-sized broker-dealers, family offices, wealth managers, financial advisors, and institutions via a network of intermediaries. It handles trade execution, custody, clearing, and ongoing wealth management across multiple asset classes. The business targets independent financial solutions through trusted intermediaries and a multi-asset approach tailored to mid-sized clients. Its goal is to reach £20-30 billion in assets under management within 3-5 years, focusing on scalable administration and clear, transparent execution.
Industries
Financial Services
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2020
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Health Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Holidays
Hybrid Work Options
Flexible Work Hours
Performance Bonus
Titan Wealth today announces the acquisition of LTS Tax Limited, the leading tax advisory firm in the Channel Islands, further strengthening Titan Wealth’s
Titan Wealth appoints director to corporate employee benefits division. Titan Wealth has appointed Nia Rogers to be a director of its corporate employee benefits division. It says this senior appointment will help the firm expand its employee benefit proposition, and support employers with a more integrated approach to workplace financial wellbeing. ADVERTISING Rogers has more than 30 years' experience in the employee benefits sector, most recently leading the employee benefits business at Thomas Carroll, and previously working for Capita, Punter Southall, Alexander Forbes, and Lloyds Banking Group. In these various roles she has developed and grown employee benefits businesses, helping employers navigate an increasingly complex landscape while designing benefit strategies that attract, engage and retain talent. Titan Wealth says this expansion is part of its broader ambitions to deliver comprehensive financial wellbeing advice for both employers and employees, by combining specialist employee benefits expertise with Titan's wider wealth management and private client capabilities. It adds it has see growing demand for more strategic employee benefits advice. Nia Rogers says: "Employee Benefits are about much more than products and policies. It's about helping employers create benefit strategies that evolve alongside their business and the changing expectations of today's workforce. "Titan Wealth provides clients with a holistic proposition and, by working closely with our private client advice teams, we can support individuals throughout every stage of their financial journey." Titan Wealth chief distribution officer Todd Rowlands adds: "[Rogers'] track record of delivering exceptional outcomes for clients further enhances its ability to support employers in their corporate benefits programmes. "As organisations continue to navigate changing workforce demographics, economic pressures, and evolving employee expectations, we remain committed to helping employers build resilient, engaging and future-focused benefit strategies that deliver meaningful outcomes for both businesses and their people." Video.
Titan Wealth has acquired Progeny International, the international division of Progeny Group, adding approximately £900 million in assets under advice and 13 financial advisers to its international business. Progeny International, formerly part of the Fry Group, operates in Belgium, Singapore, Hong Kong and Dubai International Financial Centre. The business provides tax-led financial advice to internationally mobile individuals, entrepreneurs and multi-generational families, specialising in cross-border financial planning and wealth structuring. The deal, subject to regulatory approval, forms part of Titan Wealth's long-term international expansion strategy. Andrew Fearon, joint group CEO at Titan Wealth, said the acquisition enhances the firm's global reach across leading wealth hubs. Progeny Group CEO Tom Wood said the sale allows the firm to focus resources on its core UK market.
Titan Wealth partners with Scimitar Sportswear for WearThenShare(TM) Zimbabwe rugby tour. 0 207 2 minutes read Fast-growing, fully integrated wealth management firm Titan Wealth is partnering with Scimitar Sportswear to help deliver community-focused programme WearThenShare(TM) in Zimbabwe. The overseas visit represents an important milestone for the WearThenShare(TM) programme, an initiative established by Scimitar in the UK last year to extend the life of performance sportswear by repurposing surplus and pre-loved kit and redistributing it to grassroots clubs and communities where access to quality sporting apparel can be limited. Through partnerships with Rugby Recycled and the Tag Rugby Trust, thousands of garments have already been redirected away from landfill and placed back into active use, helping support teams, schools and community programmes across the UK rugby landscape. Now, Titan Wealth are helping enable the logistical and operational elements required to extend the initiative's impact to Zimbabwe, where donated sportswear will be distributed to local clubs and young players. Furthermore, the visit will create opportunities for coaching sessions and community engagement that highlight the positive impact sport can have within developing rugby communities. WearThenShare(TM) reflects Titan Wealth's commitment to supporting charitable programmes that deliver meaningful social impact through sport, sustainability and community. Sharing a passion for teamwork, discipline, resilience and planning, Titan believes that sport, like financial planning, can enable individuals and their families and communities to lead richer, fuller lives. Mike Fogden, Chief Marketing Officer, Titan Wealth, said: "Supporting initiatives that deliver tangible benefits to communities is an important part of our wider commitment within our Sports division. The WearThenShare(TM) programme demonstrates how collaboration between organisations can create meaningful opportunities within grassroots sport. We are proud to partner with Scimitar and its wider programme partners to help extend the reach of a powerful programme that is already making a real difference within local sporting communities." Jon Rew, Managing Director, Scimitar, commented: "Support from partners such as Titan Wealth plays a vital role in enabling initiatives like WearThenShare(TM) to grow and reach new communities. Their involvement helps ensure the programme can expand internationally and continue delivering positive impact through sport." The visit will also see collaboration with long time programme partners Rugby Recycled (led by Gareth Simpson of Saracens), the Tag Rugby Trust (founded and run by Martin Brockman), and Scrum5ive (pioneered by Andy Daniel), all of whom have played key roles in helping deliver the programme across grassroots UK rugby. The programme will be supported on the ground by major rugby content creator and influencer Max Brown (@maxbrownyo). Brown has been closely involved with the WearThenShare(TM) initiative throughout its initial journey and will help deliver kit donations, engage with local teams and document the experience through a series of video and social media updates. Content captured during the visit will be shared across both Titan Wealth and Scimitar channels.
Titan Wealth launches sports division targeting elite athletes. Titan Wealth has launched a dedicated sports division, designed to support professional athletes, sports organisations and executives with tailored financial planning, career transition pathways and corporate benefits. The firms intends to do this by acting as an extension of a sports club's HR and Benefits team, providing specialist advice and governance on workplace pensions and a range of employee benefits, including health & wellbeing. Titan will also provide support to industry professionals, including through business owner pensions, business protection, and corporate investment options. A core pillar of the division is Titan Wealth's Financial Adviser Academy, a structured platform supporting elite athletes as they prepare for transition into post-pitch financial services careers. Ethan Waller, a sports wealth adviser at Titan Wealth and former Northampton Saints Premiership player, says: "Having spent more than a decade playing professional rugby, I know first-hand how important it is to plan for the future while you are still competing. "Many athletes focus entirely on performance in the moment, but having the right financial guidance and support early in your career can make a huge difference later on in life. The Sports Division is about giving players the knowledge, tools and opportunities they need to succeed both on and off the pitch." Titan offers financial services to institutions, advisers, and private clients, and has over £44bn in assets under management.
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Industries
Financial Services
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2020
Find jobs on Simplify and start your career today