Titan Wealth acquires Square Mile Investment Consulting and Research Ltd

Well established business with c. £2.6bn in MPS portfolios

27 June 2023 – Titan Wealth Holdings [Titan Wealth] announces it has acquired investment research and consultancy firm Square Mile, subject to regulatory approval.

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Square Mile brings a wealth of expertise, including a 21-strong team of research analysts covering the universe of UK retail funds, an investment management team responsible for Square Mile’s range of MPS solutions and its consultancy services for financial intermediaries and institutions.  In Titan Wealth, Square Mile has secured a long-term shareholder, committed to growing and developing its range of client services enabling them to deliver enhanced customer outcomes, and helping to expand the firm’s market footprint.

The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition. Titan Wealth will also benefit from Square Mile’s broad industry relationships across the financial advice and asset management sectors.

Square Mile will continue to operate under its own brand following the acquisition and its management and wider team will remain in place both supporting and being supported by Titan Wealth in achieving its ambitions.

The acquisition takes Titan Wealth’s AUM to £12bn and strengthens the fully integrated client to custody solutions.

Andrew Fearon, Joint CEO & Head of M&A at Titan Wealth said: “Square Mile is a highly reputable business whose products and services integrate and align seamlessly with Titan’s. This latest acquisition further bolsters our aim to bring high-quality execution and administration to the asset and wealth management sector through our our client to custody solutions and services.”

Richard Romer-Lee, Square Mile’s CEO, said: ”This acquisition represents a very exciting opportunity for our clients, the business and our team.  The backing of Titan Wealth will help us strengthen and broaden our clients offerings, supports Square Mile’s long-term growth aspirations and opens new professional avenues for our staff within the broader group. Moreover, Titan Wealth and Square Mile have a close cultural fit with a client-centric approach and a focus on delivering superior customer outcomes and we are confident that this development will bring significant benefits to all.”  

The acquisition is subject to regulatory approval

Authorised and regulated by the Financial Conduct Authority No 816958.

Registered in England and Wales No. 11483414

Registered address 101 Wigmore Street, London W1U 1QU

VAT Registration No. 817358414

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

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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.