About
Our Adviser Centre is designed to provide Advisers and Professional Investors with information regarding various tax-efficient investments, updates and live opportunities.
About Titan Alternatives
Titan Alternatives was founded in 2005 to address the growing need for investment opportunities beyond traditional wealth management. Since then, we have established ourselves as specialists in alternative investments, focusing on Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) and Private Equity. Our commitment to research and due diligence has led to over £650 million being invested across various sectors and structures.
Key benefits
- Direct Access: We offer direct access to fund managers and founders of the underlying companies (where appropriate), allowing for informed decision-making.
- Updates & Support: We provide information and support throughout the life of the investment.
We have a proven track record of successful exits across various sectors, including renewable energy, technology, and media.
Our Approach
Our approach centres on delivering value through a deep understanding of the alternative investment landscape and a commitment to working closely with financial advisers. We believe that achieving the best financial outcomes for clients requires an integrated strategy that brings together experts in their field, ensuring a comprehensive and cohesive approach to wealth management.
Our success is rooted in our knowledge of market trends and developments. We specialise in Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) & Private Equity (PE). By researching and analysing these markets, we identify opportunities that align with clients’ goals and risk profiles, ensuring that investments contribute meaningfully to their broader financial strategies.
We assess key factors such as management quality, market potential, and financial stability. Our approach targets long-term value creation working closely with management teams to maximise the potential of each investment. This hands-on involvement ensures that clients’ investments are well-positioned to achieve their financial objectives.
We understand the vital role that financial advisers play in guiding their clients’ financial journey. Our collaboration with advisers is built on providing them with tailored solutions that integrate seamlessly with existing financial plans. By offering alternative investments that add diversification and growth potential, we help advisers create robust, tax-efficient portfolios that meet their clients’ unique needs.
We maintain clear communication with our clients and partners, ensuring that all parties are fully informed at every stage. Our focus on building long-term relationships with advisers reflects our commitment to supporting their financial success over the long term.
Titan Alternatives is committed to complementing the services provided by the broader Titan Group and other financial institutions. Our alternative investment products are designed to work in harmony with traditional wealth management services and financial planning. This integration ensures that clients have access to a holistic financial strategy that covers all aspects of their financial well-being.
Adviser Remuneration
Advisers are able to receive fees on the investments made by their clients into the structures outlined in this presentation
Flexibility to:
- Include tax advantaged investments within the overall advice & FP piece
- Charge a separate implementation fee/adviser charge via the product
The Adviser Charge that can be charged via the product and product provider is usually capped at a maximum of 4.5% of the subscription amount but the typical adviser range is between 2-3%.
VCT
Can facilitate an adviser charge whereby income tax relief is available on the total amount subscribed by an investor. By using a pricing formula the provider can determine the share price to allow for the adviser charge. An investor will receive less shares but 100% of investment will receive tax relief.
(S)EIS
Adviser Charges can either be paid directly by the investor to the adviser or it can be facilitated by the provider out of the investor’s subscription (this will be deducted directly from subscriptions which will, therefore, reduce the amount of tax reliefs an Investor can claim on their investment).
Product fees:
Specific product fees will apply (dependent on the product) which would be in addition to any adviser fees charged. These could reduce effective investment amounts and the overall tax reliefs available.
Our Unified Goal: Client Success
Our ultimate goal is simple: to positively contribute to the service, success and satisfaction of the underlying client.
By working closely with financial advisers and leveraging our expertise in alternative investments, we contribute to a comprehensive approach to wealth management. This collaboration ensures that clients receive exceptional service and achieve the desired outcomes by accessing the guidance of experts in their respective fields. Through this integrated approach, Titan Alternatives stands as a partner in building resilient, well-diversified portfolios that align with the broader goals of wealth management.
