Titan Wealth bolsters proposition with acquisition of Haibun Wealth

Titan Wealth Holdings, (“Titan Wealth” or the “Group”) today announces the acquisition of Haibun Wealth Ltd (“Haibun”) as part of its ongoing strategy to bring a new proposition to the wealth and asset management sector.

With AUM of £200m, London-based Haibun was founded in 2005 to meet the increasing demand for customised portfolio diversification and tax efficient investments. Haibun offers a range of solutions for professional clients and high net worth individuals (HNWI) seeking alternative investment options in the private equity, Enterprise Investment Scheme, VCT and property space.

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Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors. This complements Titan Wealth’s existing investment offering, which includes ETFs, direct equities, and fund of funds capabilities, and enables the Group to provide a comprehensive investment solution to IFA’s and HNWI’s in conjunction with its IFA and DFM platforms.

James Kaberry and Andrew Fearon, joint-CEOs of Titan Wealth said: “The acquisition of Haibun presents an exciting opportunity for Titan Wealth to diversify its offering beyond what is typically provided by mainstream wealth management firms. Haibun also brings an important community of clients and providers to expand Titan Wealth’s network.

“Since Titan Wealth launched in June 2021 with the acquisition of two leading investment and wealth management businesses – GPP and Tavistock Wealth Limited – we have been on a journey to reform the sector. Following the acquisitions of Cardale and Baggette earlier this year, the acquisition of Haibun marks another key moment in our journey to providing better integration and flexibility to investment managers, IFAs and clients by adding a high-quality alternatives capability.

We are delighted to welcome Haibun to the Group, to amplify its growth potential and to allow us to unlock even more value for our clients.”

Stuart Knight, Co-Founding Partner of Haibun Wealth commented: “We are excited by the acquisition and strongly believe joining the Titan Group will enhance the service we currently provide to our clients. The opportunity to join with a strategic partner providing greater resource will allow us to expand our offering and range of services as well as develop the experience for both existing and prospective clients. We look forward to working with James, Andrew and the wider Titan Group and continuing the growth of our business.”

This acquisition brings Titan Wealth’s total AUM to c.£5.4bn.

Titan Wealth was advised by Gateley Legal and supported in its due diligence by BDO and TCC.

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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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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.