Inside Titan Wealth

Titan Wealth
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What’s it like working for one of the fastest growing wealth management companies in the UK? Join us as we talk to colleagues from around the Titan Wealth Group and find out first-hand what makes our people, culture and client approach unique. In this podcast series, we sit down with colleagues from across the business, from financial planners and investment specialists to operations, technology and support teams, to explore how we deliver integrated wealth management solutions and what it really means to be One Titan.

Episodes

  1. 2d ago

    What makes an employee benefits strategy work in practice?

    Corporate benefits can often be treated like a box-ticking exercise, yet, more and more, they sit right at the centre of recruitment, retention and productivity.  Many employers are investing significant sums in workplace pensions, healthcare benefits and employee wellbeing initiatives, but if employees don't fully understand what's available to them, they simply won’t use it. Many companies don't have a benefits problem. They have an engagement problem. In this episode of Inside Titan Wealth, Sophie Yabsley, Managing Director of Titan Wealth Channel Islands, is joined by Natalie Malone and Andrew Marsden from Titan Wealth's Corporate Benefits team to discuss what actually makes an employee benefits strategy successful. Drawing on decades of experience working with businesses of all sizes, Natalie and Andrew explain why the strongest benefits strategies are built around people, not products. They discuss everything from workplace pensions, private medical insurance and group protection through to mental health support and wider wellbeing initiatives, while sharing practical insights into how employers can create benefits programmes that employees genuinely value. In this episode: What makes a good employee benefits strategyWhy employee engagement is key to getting value from workplace benefitsHow workplace pensions, salary sacrifice and financial wellbeing fit togetherHow education helps employees understand and use the benefits available to themWhy data, claims trends and absence patterns can help shape smarter benefits decisionsSubscribe 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 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.

    What makes an employee benefits strategy work in practice?

  2. Jul 15

    Work hard, play hard but without becoming “corporate”

    Culture often gets talked about as though it's something you define once and leave alone. At Titan Wealth, we don’t buy that. As the business continues to grow through acquisitions and welcomes new colleagues across multiple markets, culture is something that evolves, shaped by the people who join us, the behaviours we encourage and the decisions we make every day. In this episode of Inside Titan Wealth, host Sophie Yabsley, Managing Director of Titan Wealth Channel Islands, is joined by James Kaberry, Chairman and Joint CEO, Gretchen Roberts, Group HR Director, and Laura Hurn, Behavioural Insights Partner, for an honest conversation about what it really takes to grow a business without losing the entrepreneurial mindset that made it successful in the first place. James explains why "One Titan" isn't about making every team work in exactly the same way, but about creating alignment while leaving room for individuality. Gretchen shares why culture is never finished, why honesty about where you are matters, and how leadership behaviours shape the employee experience far more than words on a wall. Laura brings a behavioural science perspective, exploring the emotional side of acquisitions, why psychological safety matters during periods of change, and how giving people the confidence to challenge ideas from day one helps build stronger organisations. The discussion also explores the role of AI in the workplace, how leaders can help people embrace new technology with confidence, and why career development in a growing business isn't defined by hierarchy, but by curiosity, accountability and the willingness to contribute. In this episode: Why a growing business doesn't have to become "corporate"How direct access to leadership helps create a more entrepreneurial cultureWhy culture should continue to evolve as organisations growHow behavioural science can support successful acquisitions and business integrationHow AI is changing the workplace, and why people matter just as much as technology.What career progression looks like in a fast-growing wealth management businessSubscribe 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 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.

    Work hard, play hard but without becoming “corporate”

  3. Jul 1

    From supermarkets to boardrooms: The human side of wealth management in the Channel Islands

    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, they join Mike Fogden, Chief Marketing Officer, to explore what client service really looks like in a close-knit community, where a client might ask about their pension while you're wrestling armbands onto your child at the swimming pool, or chat about market performance while you're out to dinner.  That's everyday life in the Channel Islands, and it creates a level of accountability that's hard to replicate elsewhere. Sophie and Holly discuss why word of mouth remains such a powerful driver of growth, how client events help build genuine communities and what becoming part of the wider Titan Wealth Group means for clients whose needs continue to evolve. Central to the conversation is the theme of relationships – and knowing your clients well enough to understand what matters to them, earning their trust over time and making decisions with their long-term interests at the heart of everything you do. In this episode: How personal relationships shape wealth and investment managementWhy client service looks different in the Channel IslandsWhy referrals remain one of the strongest indicators of trustWhy representing the client voice at board level mattersWhat joining the wider Titan Wealth group means for clientsThe story behind the client who needed a dog sitterSubscribe 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 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.

    From supermarkets to boardrooms: The human side of wealth management in the Channel Islands

  4. Jun 17

    Will AI replace financial advisers?

    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 balancing act across multiple jurisdictions, tax systems and regulatory frameworks. One misstep can have significant consequences. This is where world-class international financial advice stops being a slogan and becomes a craft. In this episode of the Inside Titan Wealth podcast, Sophie Yabsley, Managing Director at Titan Wealth CI, is joined by Andreas Hollas, Technical Advice Director, and Rebecca Ellis, Head of Advice at Titan Wealth International. Together, they discuss the realities of international financial planning, why experience remains one of the profession's most valuable assets, and how advisers develop the judgement needed to navigate increasingly complex client situations. They also explore the growing role of AI in financial services, how technology can support advisers and why the ability to translate complex advice into plain English remains essential. In this episode: Why financial advice can't be learned from a textbookThe challenges of cross-border financial planningHow AI could reshape the role of financial advisersLeadership, mentoring and developing the next generation of advisersDelivering a consistent client experience across multiple jurisdictionsSubscribe 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 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.

    Will AI replace financial advisers?

  5. Jun 3

    Why modern compliance teams don’t say “no”

    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 like when it’s built on trust, judgement and real partnership with the front office. Together, they talk honestly about the old “computer says no” stereotype, why it fails, and what replaces it. Tiffany shares how compliance becomes practical by connecting people across the business, guiding integration of new firms and turning regulation into workable steps. David explains why understanding front office pressures matters and how principle-based decision-making beats box-ticking when the rules live in shades of grey. As Titan Wealth continues to expand internationally, the discussion also explores the realities of multi-jurisdiction governance, balancing standardised frameworks with local flexibility, and why transparency and trust remain critical when building world-class governance functions across different regulatory environments. If the word “compliance” makes you think of box-ticking and blocked ideas, this conversation may change your mind. In this episode: The “computer says no” reputation of complianceThe importance of positive compliance culture in wealth managementManaging regulation across multiple jurisdictionsWhat “world class” governance, risk and compliance means in practiceThe relationship between culture, trust and risk managementSubscribe 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 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.

  6. May 20

    Great change management starts with trust not tools

    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 changeFor 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.

  7. May 6

    The Art and Science of Marketing a Global Wealth Management Firm

    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 sectorsHow Titan Wealth approaches marketing across multiple jurisdictionsThe role of community-led marketing in the Channel IslandsWhy digital marketing is critical for international wealth managementHow to create one brand experience across local and global marketsWhy trust is the foundation of effective financial services marketingThe brand triangle: company, colleagues, clientsChapter 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.

  8. Apr 22

    Building a wealth business in Dubai’s evolving market

    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 hubWhat changing client behaviour means for financial adviceThe realities of building and scaling a business in an international marketWhy culture, transparency and leadership matter more than everThe truth about integration, and why it is still a work in progressChapter 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 --- 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.

  9. Mar 19

    Inside Titan Wealth - Co-founders and joint CEOs Andrew Fearon and James Kaberry

    “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 yearsIntegration and consolidation in wealth managementUK and international expansionEnhancing solutions for advisers and clients--- 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.

    Inside Titan Wealth - Co-founders and joint CEOs Andrew Fearon and James Kaberry
  • 9 Episodes

About

What’s it like working for one of the fastest growing wealth management companies in the UK? Join us as we talk to colleagues from around the Titan Wealth Group and find out first-hand what makes our people, culture and client approach unique. In this podcast series, we sit down with colleagues from across the business, from financial planners and investment specialists to operations, technology and support teams, to explore how we deliver integrated wealth management solutions and what it really means to be One Titan.

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  • Creator
    Titan Wealth
  • Years Active
    2026
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © 2026 Inside Titan Wealth
  • Show Website
    Inside Titan Wealth