Cross-border financial coordination for internationally mobile families forms the remit of a new operation established by Titan Wealth in the Dubai International Financial Centre (DIFC), reported FT Adviser.
Branded as Titan Private Clients, the division targets an expanding regional client base across the UAE and neighbouring jurisdictions.
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According to the company, these family groups routinely control assets, corporate structures, and advisory relationships distributed over several territories.
Under this framework, an individual planner is assigned to oversee and align external specialist input.
The planner liaises directly with private banks, lawyers, fiduciaries, investment managers, and tax advisers, ensuring recommendations are compiled with comprehensive oversight of total affairs.
Mandates handled under the service are structured to address investments, retirement, tax and structuring, estate and legacy, protection, and business wealth.
Titan Wealth International CEO Dan Dickinson said: “Our ambition is to build the first truly global wealth management business, known for giving great advice and for supporting clients wherever they go in the world.
“Titan Private Clients adds to what we already offer in the UAE, giving families with more complex, cross-border affairs one relationship that brings the right expertise together around them.”
Titan Private Clients senior executive officer Mark Leale said: “In our experience, the most value is lost not within individual disciplines but between them.
“Many of the families we work with have good advisers in several countries, but that advice is often given in isolation, and too often the client is left holding it all together.
“Our job is to bring it into one plan, working alongside the advisers our clients already trust.”
Meanwhile, earlier this year, Titan Wealth acquired Sound Financial Management, an independent financial planning and advisory business headquartered in Plymouth, Devon.
The transaction adds around £600m ($824.8m) of assets under advice to Titan Wealth’s existing £44bn of assets under advice and management.
