Building a modern Wealth Management business with James Kaberry, Co-CEO at Titan Wealth

During our interview with James Kaberry, co-CEO at Titan Wealth, we talked about James's perspective on the wealth management industry and his strategies for building the company. Our discussion led into the unique story of the Titan Wealth business. They’ve been on quite an acquisition trail and there's a great growth story behind the business that we’d love to share. Additionally, James shared his thoughts on potential opportunities for smaller investors in alternative markets and the impact of changing consumer behaviour and regulatory environments. If you're interested in learning more about Titan Wealth's offerings and its expansion into overseas markets. 00:00 How accessible are alternative investment opportunities for smaller investors who have traditionally been excluded from the scene? 00:25 Can you tell us more about your background? 01:23 What's triggering this opportunity? What market fundamentals do you think are driving it? 03:26 How does the changing regulatory environment, with fee transparency and technological demands, affect the need for larger-scale operations? 06:14 Do you see changes in consumer behaviour due to technology providing more knowledge and increased fee sensitivity? 10:43 What are the pillars of the proposition? 14:40 How accessible are alternative investment opportunities for smaller investors who have traditionally been excluded from the scene? 16:17 Can you provide insights into the various segments within the spectrum? 18:24 As a UK-based group exploring overseas markets, what are your perspectives on global markets outside the UK? #WealthManagement #CompanyBuilding #TitanWealth #WealthStrategy #GrowthStory #AlternativeMarkets #ConsumerBehaviour #BusinessDevelopment PCD Club www.pcd.club LINKEDIN: https://www.linkedin.com/showcase/pcd-club/ INSTAGRAM: https://www.instagram.com/pcdclub/ FACEBOOK: https://www.facebook.com/ClubPCD/ TIKTOK: https://www.tiktok.com/@pcd.club TWITTER: https://twitter.com/clubpcd/ HNW Advisor www.hnwadvisor.com LINKEDIN: https://www.linkedin.com/showcase/hnw-advisor/ PCD Media www.pcd.media