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 at speed.

Together they discuss the difference between technical change and behavioural change, and why adoption is where most projects quietly win or lose. Jag explains the “change curve” people move through when a familiar tool or process disappears, and why resistance often signals uncertainty rather than a bad solution. Tom shares what he has learnt from integrating long-standing businesses, including why emotional intelligence and trust matter more than the perfect project plan, and why you sometimes need to get on a train rather than send another email.

Jag and Tom also explore governance and regulation without turning it into a box-ticking lecture. In wealth management, good governance and strong compliance are what make change stick, protect clients, and keep the FCA comfortable, especially as Titan expands into new jurisdictions.

In this episode:

• Why people naturally resist change
• The emotional side of integrations and transformation
• Building trust during periods of uncertainty
• Why communication matters more than process
• How scaling businesses create opportunity for adaptable people
• The importance of collective buy-in during organisational change

For all episodes of Inside Titan Wealth, make sure to follow us on Instagram and LinkedIn:

Instagram: @titanwealth.community
LinkedIn: @Titan Wealth

This communication has been produced by Titan Wealth Holdings Limited. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

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 what it really takes to build trust in wealth management when your firm is acquiring businesses, rebranding across regions and serving clients whose lives move faster than any organisational chart.

From local community marketing in the Channel Islands to digital demand generation for international clients, this conversation examines how different marketing strategies can work together to build trust, create consistency and deliver one client experience across diverse markets.

The discussion covers why marketing in financial services is both an art and a science, how wealth management firms can balance brand awareness with client trust, and why the most effective financial services marketing combines local credibility with global capability.

If you think branding is just a new logo and a colour palette, this conversation will change your mind.

In this episode:

• Why marketing in wealth management is different from other sectors
• How Titan Wealth approaches marketing across multiple jurisdictions
• The role of community-led marketing in the Channel Islands
• Why digital marketing is critical for international wealth management
• How to create one brand experience across local and global markets
• Why trust is the foundation of effective financial services marketing
• The brand triangle: company, colleagues, clients

Chapter timings:

[00:00] Meet Titan Wealth’s marketing experts Mike Fogden, Katrina Bray and James Baldry
[02:30] Hyper-local marketing and how to build trust in local communities
[04:08] Cross-border marketing and serving expat clients
[07:15] Building one brand across multiple jurisdictions
[11:16] The emotional journey of rebranding a trusted local business
[14:06] Leveraging differentiators when marketing in the Channel Islands
[16:01] Direct marketing to smaller audiences
[20:46] Global wealth management marketing: SEO, demand capture and building trust before the first call
[24:03] The “marketing investment fund” for Titan Wealth International advisers
[25:09] James on acquisition, rebrand and becoming part of “One Titan”
[29:39] The challenges and rewards of integrating acquired firms
[32:27] What does marketing in financial services actually mean?
[33:34] Marketing as both an art and a science
[35:16] The brand triangle: connecting business, clients and colleagues
[38:06] Storytelling, employer brand and bringing the Titan story to life
[41:50] Why authenticity matters when “building in public”
[44:07] The next phase of the marketing funnel
[50:38] What “One Titan” mean

Subscribe for more conversations from Inside Titan Wealth on wealth management, financial advice and the people, ideas and challenges shaping the business.

For more information about Titan Wealth, please visit our website.

For all episodes of Inside Titan Wealth, make sure to follow us on Instagram and LinkedIn:

Instagram: @titanwealth.community
LinkedIn: @Titan Wealth

This communication has been produced by Titan Wealth Holdings Limited. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

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 International as they share their perspectives on what that shift really looks like and what it takes to build a wealth business that lasts in Dubai.

Drawing on their experience of scaling a successful international business, they discuss the realities of growth, the importance of culture and leadership and how joining a larger group is creating new opportunities for both clients and colleagues.

In this episode:

• How Dubai has evolved from a transient market to a long term wealth hub
• What changing client behaviour means for financial advice
• The realities of building and scaling a business in an international market
• Why culture, transparency and leadership matter more than ever
• The truth about integration, and why it is still a work in progress

Chapter timings:

[00:00] Introduction to Dubai wealth management
[01:45] How Dubai’s wealth market has evolved
[04:30] From short term thinking to long term planning
[07:10] Changing client behaviour and expectations
[09:40] Why more advisers are staying in Dubai
[12:15] Building a wealth business in an international market
[15:20] Why Titan chose Dubai for long term growth
[18:10] Joining a global wealth management group
[21:05] The reality of integration, not perfect yet
[24:00] Sharing best practice across jurisdictions
[27:10] The benefits of One Titan for clients and advisers
[30:20] Culture, leadership and entrepreneurial mindset
[33:40] The watching eye effect and team behaviour
[36:30] What the next decade looks like for Titan

Subscribe for more conversations from Inside Titan Wealth on wealth management, financial advice and the people, ideas and challenges shaping the business.

For more information about Titan Wealth, please visit our website: www.titanwh.com

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This is a financial promotion. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

For all episodes of Inside Titan Wealth, make sure to follow us on Instagram and LinkedIn:

Instagram: @titanwealth.community
LinkedIn: @Titan Wealth

This communication has been produced by Titan Wealth Holdings Limited. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

“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 about buying more businesses.

It’s about consolidating what we’ve built.

Enhancing the products, solutions and services we offer.

Strengthening the platform for both clients and financial advisers.

Over the next three to five years, growth will come from two directions: continued opportunity-led acquisitions and deeper integration of everything already within the group.

In this podcast, we take a candid look at how we’re thinking about the future: measured, ambitious and focused on long-term value.

Listen to the full episode to hear more about:

• Our growth strategy over the next 3–5 years
• Integration and consolidation in wealth management
• UK and international expansion
• Enhancing solutions for advisers and clients

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This is a financial promotion. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

For all episodes of Inside Titan Wealth, make sure to follow us on Instagram and LinkedIn:

Instagram: @titanwealth.community
LinkedIn: @Titan Wealth

This communication has been produced by Titan Wealth Holdings Limited. If you decide to invest, please remember that investment involves risk. Investments can go up and down in value, so you can get back less than what you put in. Past performance is not a reliable indicator of future performance and may not be repeated.