Titan Wealth and LEBC announces strategic partnership

Titan Wealth Holdings Limited and LEBC/Aspira announces a new strategic partnership. The partnership will result in Titan Asset Management Limited, part of Titan Wealth Holdings, developing the investment proposition and managing the LEBC/Aspira Model Portfolio Service investments. 

Established in 2000, LEBC/Aspira Group has become a driving force within the independent financial advisory and employee benefits sector. Based in Bristol, the group has Financial Planners and Corporate Consultants across the UK.

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Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.

John Leiper, CIO of Titan Asset Management said: “LEBC/Aspira is an outstanding firm, which has been evident since our first meeting and this strategic partnership aligns with Titan Asset Management’s growth ambitions. We are excited to bring our unique investment proposition, and strong track record, to the group and the opportunities that will be created. We look forward to working closely alongside Derek, Todd and the team at LEBC/Aspira, supporting them on their journey.”

Derek Miles, CEO of LEBC/Aspira said “We are delighted to have entered into this strategic partnership with Titan Asset Management to enhance the investment solutions we can offer our clients”. 

Todd Rowlands, Group Director of Distribution at LEBC/Aspira said “We are excited to announce our strategic partnership with Titan Asset Management. We have an aligned vision of an innovative and integrated approach to asset management and this partnership is part of our journey to further enhance and improve our client proposition. The partnership brings with it some exciting opportunities which we are working closely together to develop. We look forward to sharing more about this in the future”.

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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.