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Titan Wealth rebrands Cardale Asset Management

By Alex Sebastian, 17 Jan 24

The investment management business was acquired by Titan in 2022

Titan Wealth Group has rebranded Cardale Asset Management to Titan Private Wealth.

The newly-named investment management business was acquired by Titan in 2022. It provides portfolio management to private clients, pension schemes, charities, corporates and intermediaries across the UK.

The firm plans to significantly increase staff and client numbers in the coming years, and will shortly move to a new building in Harrogate with double the floor space.

See also: Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn

It has around 2,700 discretionary clients with £2bn of assets under management.

The business invests across a range of asset classes and runs five MPS portfolios with different weightings of equities and risk assets.

James Kaberry, joint-chief executive of Titan Wealth Group, said: “The newly rebranded business delivers new possibilities to Titan Wealth Group and adds to our existing high-quality asset management offering.”

See also: Söderberg & Partners makes further IFA purchases

Mark Puleikis, chief executive of Titan Private Wealth, added: “This is an exciting new chapter for the team. Thanks to Titan Wealth’s support, we will accelerate our growth and continue to operate a dynamic business model, ensuring we can move quickly to maximise opportunities for our clients.”

Tags: MPS | rebrand | takeovers | Titan Wealth | wealth managers

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.