The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Titan Square Mile
Square Mile, now rebranded as Titan Square Mile, has launched a new distributor Model Portfolio Service (MPS), an integration of Square Mile’s research capabilities with Titan Wealth’s operational infrastructure, scale and investment management expertise, the firm said in a statement.

After Titan Wealth’s acquisition of Titan Square Mile in February 2024, this marks the latest major product collaboration between the two businesses. It delivers a solution mixing in-depth fund research with investment management expertise and operational scale to reduce costs and enhance client outcomes. It complements the tailored co-manufactured MPS solutions that Titan Square Mile has been providing to advisors for more than a decade. The firm can reach a wider advisor marketplace, it said.

The new Titan Square Mile MPS comprises a spectrum of portfolios designed to meet varied investment outcomes, risk profiles and cost considerations: six passive profiles portfolios; five blend portfolios; five active portfolios; five sustainable portfolios; and one income portfolio.

Each portfolio is constructed using the highest-conviction funds from across the market that have been identified and analysed by Titan Square Mile while leveraging leading investment strategies managed by Titan Investment Solutions. Every holding meets rigorous standards for quality and purpose, providing a competitively-priced and diversified range of strategies while ensuring alignment with clients’ long-term financial goals.

Titan Wealth’s scale means that the new MPS range offers institutional-level cost efficiency through access to lower-cost share classes, unitised modules, and an integrated investment infrastructure, it said, adding that it offers competitive pricing and low Ongoing Charges Figures (OCFs).

“The new Titan Square Mile MPS range is a great example of our shared commitment to performance, value and tailored client outcomes, and philosophy of investing in quality for the long term,” Richard Romer-Lee, CEO of Distribution for Titan Wealth and CEO of Titan Square Mile, said. “Drawing on the group’s high-quality research and operational infrastructure and investment management skills, we’ve created an offering that stands out for its transparency, accessibility, and strength of execution.”