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Wealth consolidator inks partnership deal with IFA firm

By Cristian Angeloni, 23 Jan 23

To develop investment propositions and manage model portfolios

Wealth and DFM consolidator Titan Wealth Holdings has partnered with advice firm LEBC/Aspira.

The strategic partnership will see Titan Asset Management, part of Titan Wealth, provide investment services to LEBC/Aspira.

More specifically, Titan AM will develop the investment proposition and manage the advice firm’s model portfolio service (MPS) investments.

John Leiper, chief investment officer of Titan Asset Management, said: “LEBC/Aspira is an outstanding firm, which has been evident since our first meeting and this strategic partnership aligns with Titan Asset Management’s growth ambitions.

“We are excited to bring our unique investment proposition, and strong track record, to the group and the opportunities that will be created. We look forward to working closely alongside Derek, Todd and the team at LEBC/Aspira, supporting them on their journey.”

Todd Rowlands, group director of distribution at LEBC/Aspira, added: “We are excited to announce our strategic partnership with Titan Asset Management. We have an aligned vision of an innovative and integrated approach to asset management and this partnership is part of our journey to further enhance and improve our client proposition.

“The partnership brings with it some exciting opportunities which we are working closely together to develop. We look forward to sharing more about this in the future”.

This comes a year after UK financial services group Tavistock Investments acquired a 21% stake in LEBC Holdings.

Tags: LEBC | Model Portfolios | Titan Wealth

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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.