Strategic Partnerships
Titan Private Wealth has extensive experience of managing client assets within the wider, complex financial planning picture. Many clients delegate their affairs to professional intermediaries and we are happy to liaise with and accept instructions from you in these situations. Our specialist knowledge will complement the services already offered by you.
Strategic Partnerships
In working closely with financial planners, solicitors and accountants, we understand that each client’s portfolio structure must stay within their risk parameters and investment requirements. By acting as your investment partner, you will be able to focus more effectively on your strategic business.
We have extensive experience of working with other advisers, and we are committed to providing support and guidance. We take pride in our efficiency and ability to establish and maintain long-term relationships with clients and their advisers. We welcome the opportunity to attend meetings with advisers and their clients.
For our part, we will:
- Construct and manage your clients’ portfolio through diversification by asset class, in accordance with agreed benchmarks
- Prepare a comprehensive fiscal reporting package including CGT schedule, income schedule and consolidated tax certificate
- Deal with day-to-day strategic and administrative duties, and be totally accountable for all investment issues under our control
- Where required, share our fees to create a revenue stream for introducers of business
- Manage portfolios that include direct equities, Gilts, Unit Trusts, OEICS and Investment Trusts. ISA’s can be transferred within a portfolio, as we are authorised ISA managers
- Assume full regulatory and compliance responsibility for your clients' assets over which we have control
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