Titan Wealth Group and Third Financial have announced an extension of their strategic partnership, with Third to provide an adviser as a platform solution to Titan’s Wealth Planning division.
Third Financial is the technology-led platform specialist within Nucleus Group, and the five-year deal with Titan Wealth is the largest ever signed by the group.
It has enabled the launch of The Titan Wealth Platform, an end-to-end wealth management service.
Third is powering the new platform through a combination of its model B custody service and adviser as a platform technology, and will take on full custody of client assets within Titan Wealth’s Planning Adviser business.
The Titan Wealth Platform is currently being rolled out across Titan Wealth Planning, with the firm anticipating that several billions of client assets will be migrated gradually from other platforms.
The platform will aim to help streamline Titan’s operation, with the wealth firm targeting £100bn in assets under administration over the next three to five years.
“We’ve had a long-standing relationship with Third Financial as the provider of software services to our business,” said Titan joint-CEO and head of M&A, Andrew Fearon.
“A key driver in deepening the relationship was the capability of the wider Nucleus group to provide an innovative, adviser as a platform solution to power our new platform. It was up and running in only a couple of months and we’ve already transferred almost a billion of client assets.
“The new platform is enabling us to scale and integrate our Wealth Planning business effectively, while our clients will benefit from consolidated financial planning and investment services, an enhanced digital experience and cost efficiencies.”
Nucleus chief commercial officer, Mike Regan, added: “The fact that Titan Wealth Planning has put their trust in us as the driving force behind their new platform, demonstrates that we’re now considered the provider of choice for those larger firms looking to take more control of their adviser platform proposition.
“Our combination of market leading technology, personalised service and financial strength continues to set us apart in the market.
“The scale of our operation means we’re uniquely placed to support the growth ambitions of these large wealth groups, and we’re thrilled to be working with Andrew and his team on this transformational partnership.”
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