Financial Planner Life Podcast Building An International Financial Advice Powerhouse - Titan Wealth International
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities
International Financial Planning is evolving and Titan Wealth International is helping shape what comes next.
In this episode of Financial Planner Life, Sam Oakes sits down with Tyla Phillips and William Burrows, now part of the senior leadership team at Titan Wealth International, to explore their journey from starting at the bottom in Dubai to becoming leaders within one of the fastest-growing global financial planning businesses.
Both Tyla and Will share the harsh early realities of building an international financial planning career. No safety net. No guaranteed pipeline. Just resilience, ambition and a willingness to learn.
They went on to become top producers in the international space before founding Harrison Rose. That business later merged with Arlo to form AHR, combining leadership, infrastructure and ambition. Eventually, AHR was acquired by Titan Wealth, marking the creation of a true global powerhouse in international financial planning.
In this episode we cover:
• The real story of starting a financial planning career in Dubai
• Building Harrison Rose from scratch
• Merging with Arlo to create AHR
• Why they chose to join Titan Wealth
• What makes Titan Wealth International different
• Clear career structures and employed adviser opportunities
• Market leading remuneration models
• The adviser marketing fund and fair lead distribution system
• The importance of culture and cognitive calm in high performance environments
• What One Titan means across global offices
Titan Wealth now manages £44 billion in assets, employs over 1,400 people globally and benefits from long term private equity backing. The group continues to expand internationally, offering financial planning careers and global financial advice opportunities across Dubai, Mexico City, the USA, Europe, the Channel Islands, the UK and beyond.
Whether you are:
• Considering a move into international financial planning
• Exploring Dubai careers
• Looking for global financial advice opportunities
• Or thinking about exiting your business and want to hear from founders who have successfully gone through an acquisition with Titan Wealth
This episode is essential listening.
Reach out to Sam@financialplannerlife.com if you are interested in careers at Titan Wealth.
International financial planning is entering a new era, and this conversation gives you an inside look at where the profession is heading.
Listen now.
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