Titan Wealth

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|

Titan Wealth

Type

| Private

|

Industry| Financial Services, Investment Management, Custody
Founded| 2020
Headquarters| 101 Wigmore Street, London W1U 1QU

Area served

| Worldwide

Key people

| James Kaberry – Co-CEO Andrew Fearon – Co-CEO
Services| Wealth Management

Financial Planning Investment Management Corporate Services

Custody & Clearing
AUM| £17.4 billion
Owner| Ares Management Parthenon Capital

Number of employees

| 750
Website| www.titanwealth.com

Titan Wealth is a privately-owned financial services company headquartered at 101 Wigmore Street, London, United Kingdom. Founded in 2020 [1], the company offers a range of financial services, including investment management, financial planning, Custody, Clearing, Settlement, and Technology services.

## Contents

* 1 History
* 2 Acquisitions
* 3 References
* 4 External links

## History[edit]

Titan Wealth was established in 2020 by James Kaberry, Andrew Fearon, Ken Coveney, and Damian Sharp. Kaberry previously set up Pantheon Financial, one of the UK’s largest IFA Groups.[2]

The company initially received backing from Ares Management, a global asset management platform with more than £295 billion in assets under management, and Maven Capital, alongside Hambleden Capital, the family office of the Sarikhani Family.[3] In 2023, Maven Capital Partners exited the majority of its position, and Parthenon Capital Partners took over a majority stake, providing resources for further expansion. [4]

As of 2024, Titan Wealth manages £17.4 billion in assets[5] and employs 750 people [6] across its offices in the UK, Europe, the Middle East, Asia, and Australia. [7]

## Acquisitions[edit]

Since its inception, Titan Wealth has expanded through a series of major acquisitions. These include GPP (£2bn in AUM) in June 2021 [8], Tavistock Wealth (£1bn in AUM) in August 2021 [9], and Square Mile Investment Consulting and Research Ltd (£2.6bn in AUM) in June 2023 [10].

In February 2022, Titan Wealth bought Cardale Asset Management, based in Harrogate, United Kingdom.[11] In October 2023, the company was identified by the Daily Telegraph as having delivered the best returns for investors over a three-year period. [12] Titan Wealth rebranded Cardale to Titan Private Wealth in January 2024. [13]

## References[edit]

1. ↑ "TITAN WEALTH HOLDINGS LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-09-10.
2. ↑ "Ares Management and Maven Capital Partners back acquisitive new business". www.ft.com. Retrieved 2024-09-10.
3. ↑ "Ares Management and Maven Capital Partners back acquisitive new business". www.ft.com. Retrieved 2024-09-10.
4. ↑ "GP Profile: Maven Capital Partners". Real Deals. Retrieved 2024-09-10.
5. ↑ "PE-backed Titan Wealth continues acquisition spree". citywire.com. Retrieved 2024-09-10.
6. ↑ "Titan Wealth Holdings". Retrieved 10 September 2024.
7. ↑ "Titan Wealth reaches £20bn in assets with latest acquisition". www.ftadviser.com. Retrieved 2024-09-10.
8. ↑ "Financial institutions M&A: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2021-09-20. Retrieved 2024-09-10.
9. ↑ "Financial institutions M&A: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2021-09-20. Retrieved 2024-09-10.
10. ↑ "Sector trends - September 2023: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2023-09-18. Retrieved 2024-09-10.
11. ↑ Vallely, Lois (2022-02-22). "Titan Wealth buys Cardale Asset Management". Money Marketing. Retrieved 2024-09-10.
12. ↑ Gifford, Charlotte (2023-10-05). "Revealed: the wealth managers with the best investment returns". The Telegraph. ISSN 0307-1235. Retrieved 2024-09-10.
13. ↑ "Titan Wealth Group rebrands Cardale Asset Management to Titan Private Wealth". Harrogate District Chamber of Commerce. Retrieved 2024-09-10.

## External links[edit]

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