Integrated Dealing, Custody and Administration

Our Wealth Solution platform offers a compelling alternative to traditional administration models through its core deliverables of scalability, efficiency and innovation.

As a full end-to-end investment lifecycle services platform, we are fully compliant with CASS 6 and 7 with client assets and cash held with BNY Mellon and Barclays Bank.

Central Investment Proposition

Developed and managed by Titan Asset Management, the CIP is built on four investment pillars

Model portfolios and fund-of-funds (comprising ETFs and third-party mutual funds)

Active and passive investment management


Direct equities

Clients can choose between managed funds, MPS and direct equities

Titan Group Capabilities

Built into the platform, the wider Titan Group bring additional user benefits including

Next Generation Platform

An integrated platform for the full investment lifecycle providing our clients with a comprehensive yet agile, white-labelled solution which can be easily modified for a bespoke service.

By designing and building a new platform we have been able to incorporate the key functionality demanded by DFMs. The platform provides seamless and intuitive modelling/rebalancing, flexible fee calculations, compliance and risk management services enabling DFMs to operate efficiently and effectively.

In addition to the functionality, additional benefits include seamless scalability, cost and operational efficiency and ongoing innovation through the intelligent use of technology.

Proprietary Technology



Fee collection

Extensive Client Functionality

Fully white-labelled

Choice of indices & benchmarks

GIPS-compliant performance calculations

HMRC-compliant CGT reporting

Diverse Asset Product Range

The platform offers the functionality to deliver a diverse asset product range including:

Proprietary Technology


Extensive Client Functionality

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