Investments

Investments

Due to the specialised nature of the strategies we gain access to, there are only a small number of companies providing these types of opportunities to clients.

Whilst enjoying a close working relationship with our clients, we do not hold or control their investments or assets.

We remain confident in our ability to source investments that are both interesting and attractive to our clients.

We source, research, and provide information on a range of investment and tax planning opportunities that aim to provide good risk-adjusted returns across various asset types and structures, including:

Venture Capital Trusts

VCTs are companies listed on the London Stock Exchange and were first introduced by the UK government in 1995 to encourage investment in small UK businesses.

 

In recent years, Titan Alternatives has successfully chosen to introduce funds for VCTs that have had a first-mover advantage within a particular asset class and that has targeted a long-term tax-free dividend yield.

VCTs provide attractive tax incentives which include:

  • Income Tax relief of 30%
  • Tax-Free dividends
  • Tax-Free gains on disposal after 5 years

Enterprise Investment Schemes (EISs)

Launched in 1994, Enterprise Investment Schemes (EISs) encourage investments in small unquoted companies carrying on a qualifying trade in the UK. Since inception, over £25bn of private funding has been raised by EIS companies providing vital funding to help grow new businesses.

An EIS can provide qualifying investors with attractive tax incentives which include:

  • Income Tax relief of 30%
  • Tax-Free gains on disposal after 3 years
  • Deferral on Capital Gains Tax by reinvesting into EIS shares
  • If a loss is realised on disposal this can be set against your income
  • Relief from Inheritance Tax after a holding period of 2 years
  • Titan Alternatives has successfully supported a number of UK businesses with both seed and growth capital across various sectors.

Don’t invest unless you are prepared to lose all the money you invest. These are high-risk investments, and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more.

Hedge Funds

Hedge funds embrace a wide variety of strategies that focus on generating positive returns, largely driven by the fund manager’s ability, rather than relying on economic or market conditions.

Titan Alternatives enjoys relationships with leading global fund management houses allowing clients to gain access at reduced minimum investment levels, whilst often being closed to new investors.

Private Equity

Private equity and venture capital firms are long-term investors, typically investing in companies for around 5-7 years. This means a commitment to building lasting and sustainable value in the businesses they invest in.

Private equity and venture capital firms are long-term investors, typically investing in companies for around 5-7 years. This means a commitment to building lasting and sustainable value in the businesses they invest in.

Our position in a specialist market allows us to be informed of investments and deal flow that are either exclusive or only available through a select number of firms.

A few recent examples of such opportunities sourced include niche investments in solar farm projects, specialised supported housing and a fast-growing tech enabled logistics group.

Property Funds

We look to engage with property specialists to source investment opportunities mainly across the UK and Europe.

 

Historically this has included clients gaining exposure to a large residential property portfolio in Germany (which is now a market-listed entity), to smaller bespoke entrants in the UK Hospitality and Leisure industry.

Strategies have ranged from combining a profitable operational business supported by freehold property value growth to taking advantage of cost-effective renovation programmes and the purchase and transformation of a country estate.

Tax-efficient investments

Titan Alternatives seeks to use non-contentious solutions based on various statutory allowances, but view investments on their merit, not on the tax advantages they offer.

We have had an enormous response from clients in recent years, proving the appeal of investments underpinned by tax reliefs and the attraction of the underlying proposals sourced.

Successive governments have created and implemented legislation to support certain types of investment in British businesses, offering tax reliefs on entry along with providing significant risk mitigations.

Investors are compensated for the extra risk involved with investing in smaller companies, by the valuable tax incentives and downside risk protection where eligible.

Investment providers

Titan Alternatives has historically worked with those who have a strong management team, proven track record and a diligent approach to client support and administration.

We strive to provide exceptional service to our clients. This has been recognised by a number of third parties that have shared their experience of working with us and our clients.

Testimonials

Investment Case Studies

Background

Limited opportunity accessing some of the UK's leading music festival brands (Rewind, Boardmasters & SW4)

Outcome

Returns for investors ranged from 1.2x – 5.2x ROI across various tranches. Those who chose a portion of shares in Epic have since gained further uplift in value.

Background

Super Awesome creates a child-safe, compliant marketing platform to help brands reach today’s generation of children across mobile, web and online video with Partners across the globe (e.g. Disney, Lego, Nintendo, Universal etc.) The company was sold to Epic Games Inc. (the developer behind Fortnite) for a cash or share deal.

Outcome

Returns for investors ranged from 1.2x – 5.2x ROI across various tranches. Those who chose a portion of shares in Epic have since gained further uplift in value.

Background

Haibun were approached to assist with the funding of a specific mandate which was to acquire UK Solar assets. The strategy was to optimise the sites and improve those that were poorly maintained to then sell them to an institutional investor once aggregated In December 2021 Innova Energy was successfully sold to Alpha Real Capital providing a return to investors at the top end of expectations.

Outcome

Investors received a 12% per annum return within the expected time frame along with the possibility of an additional distribution to improve this return further

Backgound

A hugely scalable platform that makes it possible for consumers and businesses to move large items on demand servicing huge retailers such as Ikea, Homebase and Access Self Storage.

Outcome

Investors have benefitted from Shift’s growth trajectory, acknowledged within the valuation uplift from £71 a share to £325 a share (c.£90m valuation) Shift has successfully completed the acquisitions of Movinga (Europe’s leading relocation platform) and Tuffnells, tripling the size of the business and significantly accelerating their path to providing a very positive ROI for shareholders.

Background

ContentCal was an all-in-one, easy-to-use management platform allowing marketers to automate and schedule their content, as well as report on all marketing activities in order to generate the most from their customers and leads. Adobe acquired ContentCal in December ‘21 for $110m.

Outcome

Two tranches facilitated by Haibun/Fuel Ventures generated in a relatively quick time frame 4.6-6x ROI to investors.

Background

Haibun played an instrumental role in the creation and capital introduction of c.£25m into the Hydro VCT, a new specialist share class which financed the construction and operation of a portfolio of small hydro installations in Scotland. First mover advantage in a specialist area involving quality counterparties the capital successfully funded 11 hydro projects all of which targeted predictable revenues, providing investors with a tax-free, inflation-linked income over the long term.

Outcome

The VCT has now exited, providing a tax-free return of £1.54 on a net 70p invested.

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Registered address 101 Wigmore Street, London W1U 1QU

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Information about the Financial Ombudsman Service (FOS) is available                              from their website www.financial-ombudsman.org.uk

Contact us

Operations Hub

2 Greengate
Cardale Park
Harrogate
HG3 1GY

Telephone: 01423 534100
E-mail: info@titan-fp.com

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Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

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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.

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David Chandler

Portfolio Assistant

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).

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Asset Management. 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 Asset Management 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 Asset Management. 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 Asset Management 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.

Matthew Cureton

Co-Founder

Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.