Manager (Portfolio Manager)

2 weeks ago

Harrogate North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Cardale is an investment management business founded in 2003 and based in Harrogate. They employ 67 professionals and operate as the Titan Wealth Group’s North of England hub. A dynamic and experienced management team who have re-invested into the firm post-acquisition, supported by a robust governance structure, and embedded compliance culture.
- Forward looking and sustainable growth, strategically driven by high quality earnings, organic growth, selective acquisitions, and a stable cost base.
- A differentiated operating model with all key functions handled in-house to ensure adherence to stringent ‑financial systems and controls and maximum protection for client assets.
The Titan Group is an active acquirer of asset managers in the UK and provides a broad range of services to Discretionary investment managers (DFM) and Investment Fund Advisers (IFA).We meet universal wealth and asset management needs by supporting the IFAs and DFMs we serve with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle.
Titan Wealth is a regulated wealth and asset management business bringing high quality execution and administration to this sector through leverage of the Group’s resources and technology.
Titan Wealth Group is looking for a number of Senior Investment Managers with ongoing growth of Titan Wealth and subsidiaries. Managing the investments of clients on a discretionary and advisory basis and to provide any other related services which fall within the Client Agreement. To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
These standards will be the minimum provided by law but may be extended by company policy.
To reflect company policy in investment and service levels and to maintain all necessary records in the event of any material deviation.
To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
To ensure that they familiarise themselves and abide by the company’s value statement and policy with regard to TCF (Treating Customers Fairly).
To ensure that they familiarise themselves and abide by company policy on Client Data Security.
To ensure that they are fully familiar with the firm’s Anti-Money Laundering staff handbook and with the Money Laundering regulations in general and that they ensure all regulations and procedures are complied with.
To be fully familiar with the firm’s complaint handling procedures as set out in the firm’s handbook.
To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person (FIT) and all Principles applying to approved persons in the Statements of Principle and Code of Practice for Approved Persons (APER).
Ensuring that advice given regarding investment products is suitable for the client
Taking reasonable steps to ensure the client understands the nature of risks inherent in certain transactions
5+ years’ Investment Management, or equivalent, experience within an Asset Management firm.
~ In-depth understanding of equity, fixed income, and alternative assets.
~ Passionate about markets with a keen interest in financial theory and multi-asset investing.
~ Proactive and well-organised individual with strong investment idea generation skills
~ CFA / CAIA qualification is advantageous.

Competitive salary
Hybrid working
25 days annual leave + public holidays
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
6% employer pension contribution
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
Salary Extras” employee discounts
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Competitive salary
Hybrid working
25 days annual leave + public holidays
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
6% employer pension contribution
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
Salary Extras” employee discounts
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
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