Wealth supervisor Titan Wealth is to take over the event and administration of the funding propositions supplied by nationwide IFA, pensions and worker advantages consultancy agency LEBC/Aspira.
The transfer outcomes from a brand new strategic partnership between the 2 companies.
Below the deal, Titan Asset Administration will develop the funding proposition and handle the LEBC/Aspira Mannequin Portfolio Service investments.
It mentioned the partnership, “will improve LEBC’s providing to purchasers and additional elevate Titan Asset Administration’s place out there.”
LEBC/Aspira, Primarily based in Bristol, was established in 2000 and employs Monetary Planners and company consultants throughout the UK.
John Leiper, chief funding officer of Titan Asset Administration, mentioned: “LEBC/Aspira is an impressive agency, which has been evident since our first assembly and this strategic partnership aligns with Titan Asset Administration’s progress ambitions. We stay up for working intently alongside Derek, Todd and the crew at LEBC/Aspira, supporting them on their journey.”
Derek Miles, chief government of LEBC/Aspira, mentioned the strategic partnership will, “improve the funding options we will provide our purchasers.”
Todd Rowlands, group director of distribution at LEBC/Aspira, mentioned: “We’ve an aligned imaginative and prescient of an revolutionary and built-in strategy to asset administration and this partnership is a part of our journey to additional improve and enhance our shopper proposition.”
He added the agency would share extra about, “some thrilling alternatives which we’re working intently collectively to develop” sooner or later.
Titan Asset Administration has been managing investments since 2014.
Titan Wealth Holdings is a discretionary fund administration and wealth and asset administration enterprise with property beneath administration of greater than £8bn and greater than 250 employees worldwide.
LEBC and Aspira are nationwide monetary recommendation, pensions and worker advantages consultancy companies headquartered in Temple Quay, Bristol.