Inside Titan Wealth

What happens when your clients are also the people you bump into at the supermarket, see at the school gates or sit next to at a local restaurant? For Sophie Yabsley, Managing Director, Channel Islands, and Holly Warburton, Head of Portfolio Management in the Channel Islands, that's simply part of working in wealth management in Guernsey and Jersey. In this episode of Inside Titan Wealth , th...

It's one of the biggest questions facing professional services today. As technology becomes more capable, many routine tasks are becoming faster, more efficient and increasingly automated. But when a client works in Dubai, holds UK assets and wants to retire in Portugal, the limitations of technology quickly become clear. What sounds like a straightforward planning exercise quickly becomes a...

Compliance has a reputation for slowing things down, but we’ve seen the opposite: the right governance, risk and compliance (GRC) culture helps a wealth management business move faster with fewer surprises.  In this episode of Inside Titan Wealth , Mike Fogden sits down with Tiffany Roberts, Group Compliance Director, and David McGall, Group Head of Risk, to unpack what modern compliance looks lik...

Change sounds neat on a slide. In real life, it is messy, emotional, and happening on top of three other things at once.  In this episode of Inside Titan Wealth , Sophie Yabsley is joined by Jag Dosanjh, Group Change Director, and Tom Grogan, Senior Project Manager, to talk honestly about what it takes to deliver integrations and business change at Titan Wealth while the organisation keeps growing...

How does a financial planning firm attract high net worth clients globally? And how does it work when your clients are also your neighbours? In this episode of Inside Titan Wealth, Mike Fogden, Group Chief Marketing Officer at Titan Wealth, is joined by Katrina Bray, Head of Marketing and PR for the Channel Islands, and James Baldry, Marketing Director for Titan Wealth International, to discuss wh...

Dubai’s wealth management market is changing, and fast. Once seen as a short-term destination, the region is now emerging as a more mature, long-term market, shaped by evolving client needs, stronger regulation and a growing expectation of high-quality advice. In this episode of Inside Titan Wealth , Sophie Yabsley sits down with Dan Dickinson, Tyla Phillips and Will Burrows from Titan Wealth Inte...

“I can very well see the business doubling in size over the next three to five years…” In the first episode of Inside Titan Wealth, co-founders and joint CEOs Andrew Fearon and James Kaberry chat to chief marketing officer Mike Fogden about what comes next for Titan Wealth. Yes, we’ve grown quickly – through acquisition and expansion across the UK and internationally, but the next phase isn’t just...