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 compliance
• The importance of positive compliance culture in wealth management
• Managing regulation across multiple jurisdictions
• What “world class” governance, risk and compliance means in practice
• The relationship between culture, trust and risk management

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

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.

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.