Investments

Investments

Due to the specialised nature of the strategies we gain access to, there are only a small number of companies providing these types of opportunities to investors.

Whilst enjoying a close working relationship with our clients, we do not hold or control their investments or assets.

We remain confident in our ability to source investments that are both interesting and attractive to our clients.

We source, research, and provide information on a range of investment and tax planning opportunities that aim to provide good risk-adjusted returns across various asset types and structures, including:

Tax-efficient investments

Titan Alternatives seeks to use non-contentious solutions based on various statutory allowances, but view investments on their merit, not on the tax advantages they offer.

We have had an enormous response from clients in recent years, proving the appeal of investments underpinned by tax reliefs and the attraction of the underlying proposals sourced.

Successive governments have created and implemented legislation to support certain types of investment in British businesses, offering tax reliefs on entry along with providing significant risk mitigations.

Investors are compensated for the extra risk involved with investing in smaller companies, by the valuable tax incentives and downside risk protection where eligible.

Investment providers

Titan Alternatives has historically worked with those who have a strong management team, proven track record and a diligent approach to client support and administration.

We strive to provide exceptional service to our clients. This has been recognised by a number of third parties that have shared their experience of working with us and our clients.

Investment types

Don’t invest unless you are prepared to lose all the money you invest. These are high-risk investments, and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more.

Venture Capital Trusts

VCTs are companies listed on the London Stock Exchange and were first introduced by the UK government in 1995 to encourage investment in small UK businesses.

 

In recent years, Titan Alternatives has successfully chosen to introduce funds for VCTs that have had a first-mover advantage within a particular asset class and that has targeted a long-term tax-free dividend yield.

VCTs provide attractive tax incentives which include:

  • Income Tax relief of 30%
  • Tax-Free dividends
  • Tax-Free gains on disposal after 5 years

Risk warning: The underlying investments in unquoted companies can be volatile and have a high risk of failure.  In addition, the VCT’s own shares can be difficult to sell even though they are listed on the stock market.  This is a long-term investment and you should be prepared to hold your shares for a minimum of five years.  Tax benefits depend on personal circumstances and are subject to change.  There is no guarantee that a VCT will maintain its qualifying status.

Enterprise Investment Schemes (EISs)

Launched in 1994, Enterprise Investment Schemes (EISs) encourage investments in small unquoted companies carrying on a qualifying trade in the UK. Since inception, over £25bn of private funding has been raised by EIS companies providing vital funding to help grow new businesses.

An EIS can provide qualifying investors with attractive tax incentives which include:

  • Income Tax relief of 30%
  • Tax-Free gains on disposal after 3 years
  • Deferral on Capital Gains Tax by reinvesting into EIS shares
  • If a loss is realised on disposal this can be set against your income
  • Relief from Inheritance Tax after a holding period of 2 years
  • Titan Alternatives has successfully supported a number of UK businesses with both seed and growth capital across various sectors.

Risk warning: The availability of any tax relief depends on the individual circumstances of each investor and of the company concerned, and may be subject to change in the future.

Hedge Funds

Hedge funds embrace a wide variety of strategies that focus on generating positive returns, largely driven by the fund manager’s ability, rather than relying on economic or market conditions.

Titan Alternatives enjoys relationships with leading global fund management houses allowing clients to gain access at reduced minimum investment levels, whilst often being closed to new investors.

Private Equity

Private equity and venture capital firms are long-term investors, typically investing in companies for around 5-7 years. This means a commitment to building lasting and sustainable value in the businesses they invest in.

Our position in a specialist market allows us to be informed of investments and deal flow that are either exclusive or only available through a select number of firms.

A few recent examples of such opportunities sourced include niche investments in solar farm projects, specialised supported housing and a fast-growing tech enabled logistics group.

Property Funds

We look to engage with property specialists to source investment opportunities mainly across the UK and Europe.

 

Historically this has included investors gaining exposure to a large residential property portfolio in Germany (which is now a market-listed entity), to smaller bespoke entrants in the UK Hospitality and Leisure industry.

Strategies have ranged from combining a profitable operational business supported by freehold property value growth to taking advantage of cost-effective renovation programmes.

Testimonials

Investment Case Studies

Background

Limited opportunity accessing some of the UK's leading music festival brands (Rewind, Boardmasters & SW4)

Outcome

Returns for investors ranged from 1.2x – 5.2x ROI across various tranches. Those who chose a portion of shares in Epic have since gained further uplift in value.

Background

Super Awesome creates a child-safe, compliant marketing platform to help brands reach today’s generation of children across mobile, web and online video with Partners across the globe (e.g. Disney, Lego, Nintendo, Universal etc.) The company was sold to Epic Games Inc. (the developer behind Fortnite) for a cash or share deal.

Outcome

Returns for investors ranged from 1.2x – 5.2x ROI across various tranches. Those who chose a portion of shares in Epic have since gained further uplift in value.

Background

Haibun were approached to assist with the funding of a specific mandate which was to acquire UK Solar assets. The strategy was to optimise the sites and improve those that were poorly maintained to then sell them to an institutional investor once aggregated In December 2021 Innova Energy was successfully sold to Alpha Real Capital providing a return to investors at the top end of expectations.

Outcome

Investors received a 12% per annum return within the expected time frame along with the possibility of an additional distribution to improve this return further

Backgound

A hugely scalable platform that makes it possible for consumers and businesses to move large items on demand servicing huge retailers such as Ikea, Homebase and Access Self Storage.

Outcome

Investors have benefitted from Shift’s growth trajectory, acknowledged within the valuation uplift from £71 a share to £325 a share (c.£90m valuation) Shift has successfully completed the acquisitions of Movinga (Europe’s leading relocation platform) and Tuffnells, tripling the size of the business and significantly accelerating their path to providing a very positive ROI for shareholders.

Background

ContentCal was an all-in-one, easy-to-use management platform allowing marketers to automate and schedule their content, as well as report on all marketing activities in order to generate the most from their customers and leads. Adobe acquired ContentCal in December ‘21 for $110m.

Outcome

Two tranches facilitated by Haibun/Fuel Ventures generated in a relatively quick time frame 4.6-6x ROI to investors.

Background

Haibun played an instrumental role in the creation and capital introduction of c.£25m into the Hydro VCT, a new specialist share class which financed the construction and operation of a portfolio of small hydro installations in Scotland. First mover advantage in a specialist area involving quality counterparties the capital successfully funded 11 hydro projects all of which targeted predictable revenues, providing investors with a tax-free, inflation-linked income over the long term.

Outcome

The VCT has now exited, providing a tax-free return of £1.54 on a net 70p invested.

Jim Henwood

Co-Founder

Since Co-Founding Haibun (now Titan Alternatives) Jim has proficiently driven all aspects of the firm’s operations, successfully developing the systems and controls required for Titan Alternatives to meet its regulatory and legal requirements.

With the firm’s focus firmly on providing efficient client servicing, Jim has also built the proprietary client reporting system and continues to refine the internal procedures to ensure the firm controls its affairs responsibly and effectively.

Jason Rungasamy

Co-Founder

Jason is a Co-Founder and has heavily influenced the company’s growth, successfully leading a number of bespoke private company fundraises.

Having worked within the financial services sector for over 20 years, he has gained the experience, knowledge, and insight to provide professional clients with relevant and beneficial assistance with their personal finances. Jason’s expertise lies in securing clients’ financial well-being and providing investment opportunities that sophisticated investors can consider as part of a diversified portfolio.

Stuart Knight

Co-Founder

Since co-founding Haibun Wealth Limited, now Titan Alternatives, Stuart has been instrumental in the development of the firm and its standing in this specialised market.

Working within private client wealth management since 1998, he has catered for clients occupying significant roles across various financial institutions. Stuart’s expertise is fund research, gaining allocations to leading hedge funds and providing investment opportunities for sophisticated investors.

Matthew Cureton

Co-Founder

Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.

Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

Titan Sustainable MPS

Factsheet

Titan Active MPS

Factsheet

Titan ACUMEN MPS

Factsheet

Titan Passive MPS

Factsheet

Welcome to Titan Alternatives

This site is intended for Professional Clients, Self-certified Sophisticated Investors, and High-Net-Worth Individuals only.

Please read our Terms of Use and the important disclosure below before proceeding.

This Website is published solely for informational purposes and has no regard to the specific investment objectives, financial situation, or particular needs of any person.

Information contained on this website details the services and products of Titan Alternatives Limited and is intended for persons in the UK who qualify as Professional Clients, Sophisticated Investors, or High-Net-Worth Individuals. Promotion of the products and services by Titan Alternatives Limited is restricted to these investor types. If you are not able to qualify as one of these investors, please disregard the website.

Any reference made to past performance is not a reliable indicator of future results. The investment products promoted by Titan Alternatives Limited are not mainstream retail products. They are generally higher risk and require a longer investment term. You may get back less than you invest. Tax relief referred to may be subject to change and will depend on an investor’s individual circumstances.

Titan Alternatives Limited recommend that investors seek specialist tax or financial advice before investing. Titan Alternatives Limited does not provide tax or financial advice and the information on this website should not be construed as such.

A number of rules and protections which would otherwise apply to you will not apply if you accept to be treated as a Professional Client, Sophisticated Investor, or High Net Worth Individual.

Please click below links for rules on client classification:

Professional Client

Self-Certified Sophisticated Investor

High-Net-Worth Individual

Titan Alternatives Limited is an Appointed Representative of Sturgeon Ventures LLP FRN 452811, who are authorised and regulated by the Financial Conduct Authority (FCA) and entered on the Financial Services Register with FRN 974252

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