People Moves

Who’s Moving Where In Wealth Management? – Liontrust, Titan Private Wealth

Editorial Staff 21 March 2024

Who’s Moving Where In Wealth Management? – Liontrust, Titan Private Wealth

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Liontrust, a specialist independent asset management company, has appointed Sophie Andrews as head of UK strategic partners and consolidators.

Andrews (pictured) will be responsible for expanding and enhancing Liontrust’s relationships with distribution partners including national IFAs, networks, consolidators, rating agencies and insurance companies.

Previously, she was head of UK strategic alliances at Franklin Templeton. Andrews joined Legg Mason in 2018, prior to its acquisition by Franklin Templeton, and before that was strategic relationship manager (UK funds) at JP Morgan Asset Management.

“Sophie is an important addition to both Liontrust and the sales team...Sophie brings a wealth of experience of working with strategic partners, which includes negotiating mutually successful bespoke distribution agreements,” Kristian Cook, head of UK distribution at Liontrust, said.

London-based Liontrust, was established in 1995, and listed on the London Stock Exchange in 1999. The firm, which has additional offices in Edinburgh and Luxemburg, had £27.2 billion ($34.5 billion) in AuMA as at 12 January 2024.

Titan Private Wealth
Tital Private Wealth has appointed Matt Beddall as joint chief executive officer, alongside existing CEO Mark Puleikis.

Bedall will be based at Titan's offices in Harrogate. His appointment is subject to approval from the Financial Conduct Authority in the UK.

In this newly-created role, Bedall will help guide Titan Private Wealth’s overall strategic direction and lead the company through its next phase of growth.

Beddall was previously divisional director and head of the Sheffield office at Investec Wealth & Investment, where he worked his way up from trainee to director over a 25-year career with the business. Bedall has extensive experience of leadership and management responsibilities, as well as hands-on experience managing a range of clients, including private clients, charities, defined benefit pension schemes and financial mutuals.

“With his extensive experience and proven leadership skills, Matt will play a pivotal role in growing the business and delivering exceptional results and value for our clients and shareholders,” Puleikis said.

Harrogate-based Titan Private Wealth, previously Cardale Asset Management, is an investment management business providing portfolio management to private clients, pension schemes, charities, corporates and intermediaries across the UK.

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