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.
