Management of Private Wealth

A comprehensive service central to successful wealth management

Welcome to Titan Private Wealth

Titan Private Wealth, a Harrogate based wealth manager was established as Cardale Asset Management in 2003. We pride ourselves on delivering simple and sound advice to our clients old and new, which is why many clients have been with us from the very beginning.

Our extensive range of financial services enables us to work with clients to help them develop a financial plan to grow and protect their wealth based on current circumstances and financial objectives. Services include financial planning, investments, pensions and taxation as well as providing a broad range of services specifically for businesses and business owners.

Direct Equity investing

As a business, one of our key strengths is direct equity investment. An equity is a share in an individual company which can rise or fall in value as the fortunes of the company, or outside factors such as the economy, influence the share price.

The key to broad basket investing is selecting the right companies to invest in. According to a report by Hendrik Bessembinder, ‘Wealth Creation in the U.S. Public Stock Markets 1926 to 2019’, 1% of stocks have accounted for all the global net wealth creation in stock markets over the last century.

We have developed our approach over time and have a rigorous process driven by in depth research into individual stocks, which has resulted in better results than investing in a ‘broad baskets’ of equities. As we invest directly into individual companies, the cost of purchasing the shares is also lower, which is again a benefit to our clients.

Investing directly into equities is an increasingly rare skill and one we are rightly proud of, it has led to consistent outperformance and lower total costs for our clients.

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Welcome to Cardale Asset Management

Cardale was established in 2003 and is a wealth manager based in Harrogate. We pride ourselves on delivering simple and sound advice to our clients old and new, which is why many clients have been with us from the very beginning.

Our extensive range of financial services enables us to work with clients to help them develop a financial plan to grow and protect their wealth based on current circumstances and financial objectives. Services include financial planning, investments, pensions and taxation as well as providing a broad range of services specifically for businesses and business owners.

Direct Equity investing

As a business, one of our key strengths is direct equity investment. An equity is a share in an individual company which can rise or fall in value as the fortunes of the company or outside factors such as the economy influence the share price.

The key to broad basket investing is selecting the right companies to invest in. According to a report by Hendrik Bessembinder, ‘Wealth Creation in the U.S. Public Stock Markets 1926 to 2019’, 1% of stocks have accounted for all the global net wealth creation in stock markets over the last century.

We have developed our approach over time and have a rigorous process driven by in depth research into individual stocks which has resulted in better results than investing in a ‘broad baskets’ of equities. As we invest directly into individual companies, the cost of purchasing the shares is also lower, which is again a benefit to our clients.

Investing directly into equities is an increasingly rare skill and one we are rightly proud of, it has led to consistent outperformance and lower total costs for our clients.

Corporate Services

Corporate Investments

Make surplus cash in your business work as hard as possible

About Titan Wealth

Since early 2022 we have been part of the Titan Wealth Group. This gives us access to Titan’s infrastructure, wider research resources, greater client investment opportunities and the complementary experience and expertise of people within the Group.

Titan Wealth is an international financial services group that provides a detailed client to custody service covering advice, investment management and trade, custody of client assets and settlement services, together with a state-of-the-art platform for Independent Financial Advisers and Discretionary Fund Managers.

Latest News

Loveday & Partners joins Titan Wealth

Loveday & Partners joins Titan Wealth

15th April 2024 – Titan Wealth is pleased to announce that it has received approval from the Financial Conduct Authority and will shortly complete a…
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Titan Private Wealth have been nominated

Titan Private Wealth have been nominated

The City of London Wealth Management Awards (COLWMA) are back to recognise, applaud, and reward outstanding service in the wealth management industry. This prestigious event, taking place at the…
Welcome to our Titan Private Wealth newsletter

Welcome to our Titan Private Wealth...

This is the first Titan Private Wealth newsletter. We’re excited to share the latest news, updates, and insights with you in what will be a…