Titan Asset Management Archives | International Adviser https://international-adviser.com/tag/titan-asset-management/ The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals Tue, 05 Mar 2024 15:17:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://international-adviser.com/wp-content/uploads/2022/11/ia-favicon-96x96.png Titan Asset Management Archives | International Adviser https://international-adviser.com/tag/titan-asset-management/ 32 32 PEOPLE MOVES: Personal Finance Society, Fidelity International, Titan AM, Sarasin & Partners https://international-adviser.com/people-moves-personal-finance-society-fidelity-international-titan-am-sarasin-partners/ Tue, 05 Mar 2024 15:17:27 +0000 https://international-adviser.com/?p=304692 The Personal Finance Society

The PFS board has appointed Ben Wright as a director of the organisation.

Wright is a chartered financial planner and fellow of the PFS, based in Sheffield. He will serve an initial four-year term, with his first board meeting set for 21 March.

The PFS board has also elected two of its existing directors, Carla Brown and Daniel Williams, as vice presidents of the professional membership body.

Both Brown and Williams will act as vice president this year, with one of them to be elected to serve as president in 2025, subject to confirmation at this year’s AGM. The other will serve as president in 2026, again subject to confirmation at the next AGM.

Brown will additionally take on the role of chair of the PFS power panel, on which she has served as an active member for several years.

Fidelity International

The firm has appointed Keith Metters to lead its overall business as president.

Metters, who joined the company in 2020 to head up its Workplace Investing business arm, will report to chair Abigail Johnson.

Metters has more than 25 years of experience in the industry, having previously worked in the US at Fidelity Investments. While there, he adopted a range of roles, most recently leading its Workplace Investing core market division, where he led the implementation of investment strategies and solutions for clients.

He replaces CEO Anne Richards, who announced that she would be stepping down from her role last year.

Titan Asset Management

Square Mile Consulting and Research chief executive Richard Romer-Lee has been appointed co-CEO of Titan Asset Management.

He will share the role alongside current Titan AM CEO Paul Hunt, while also retaining his role as head of Square Mile.

The acquisition of Square Mile by Titan was announced in June 2023 and received FCA approval last week. It includes the £2.5bn in assets under management held across Square Mile’s MPS solutions.

Square Mile will continue to operate under its own brand and management.

Sarasin & Partners

The firm has appointed Nomura AM’s UK head of equity Tom Wildgoose as senior portfolio manager with a global equity focus.

Wildgoose will begin his new role on 4 March after spending over 16 years at Nomura. He began in 2007 as a global equity analyst and portfolio manager, before becoming head of global research for the UK office in 2011, and head of equity investment for global equity in the UK office in 2014.

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Square Mile’s Romer-Lee named Titan AM co-CEO https://international-adviser.com/square-miles-romer-lee-named-titan-am-co-ceo/ Mon, 26 Feb 2024 14:45:20 +0000 https://international-adviser.com/?p=304638 Square Mile Consulting and Research chief executive Richard Romer-Lee (pictured) has been appointed co-CEO of Titan Asset Management.

He will share the role alongside current Titan AM CEO Paul Hunt, while also retaining his role as head of Square Mile.

The FCA approved Titan’s acquisition of Square Mile on Friday (23 February).

The acquisition, first announced in June last year, includes the £2.5bn in assets under management held across Square Mile’s MPS solutions.

Square Mile will continue to operate under its own brand and management, while supported by Titan Wealth.

See also: Square Mile ousts trio of BNY Mellon funds from ratings academy

Romer-Lee said: “The completion of Titan Wealth’s acquisition of Square Mile marks a very exciting milestone, both for our business and the wider Titan Wealth group of companies.

“The backing this brings means that we can forge ahead with our commitment to strengthen and broaden the services we provide to our clients and will help us achieve our long-term growth ambitions.”

This article was written for our sister title Portfolio Adviser

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