Explore every episode of the podcast The Wealth Show

When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

Nick Hulme, head of advisers, wealth and pensions at the FCA, discusses why the regulator is not an 'amorphous blob', and what its growth initiatives will look like for firms in real time.

Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.

Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, joins us to talk through the highs, lows, and lessons from launching in lockdown.

With consolidation rife in the wealth industry, integration has never been more important.

In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.

The former British ambassador to the US Lord Kim Darroch joins The Wealth Show to talk all things Trump, democracy under threat, and Elon Musk’s firing spree.

This episode was recorded live from the Wealth Manager Conference & Awards 2025, where Darroch delivered a keynote address.

Women are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female.

For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of discussion, along with the need for senior management to become proactive mentors.

George Latham, managing partner at Wheb Asset Management, joins us to discuss why the time was right to sell and whether the appetite for sustainable investing is waning.

Dan Hurdley, managing director of ARC Research, knows about the challenges in sourcing real MPS performance data better than most.

In this episode, William Marshall, chief investment officer at Hymans Robertson Investment services, discusses Trump’s tariffs and its impact on the UK market, and how the UK is in a better position than other market to navigate upcoming volatility.

Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape around corporate bonds. 

Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over the next year amidst Trump’s inauguration and how ‘the zeitgeist has moved past ESG’.

It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.

Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.

Think all tech investors are obsessed with the latest gadgets and trends? Think again.

Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies. 

What will be the endgame for SDR?

 

The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.

How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to curate more sustainable portfolios. 

Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey.

 

In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.

In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. 

 

This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.

Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now.

 

This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the upcoming budget, and the economic mismanagement of recent years.

 

Warsi also says the Tories should ‘stop dreaming about government’, and focus on becoming a considered, thoughtful opposition party, criticising Tory leadership hopefuls Robert Jenrick and Kemi Badenoch.

Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service levels clients should expect.

Have we reached ‘peak MPS’?

That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management.

Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.

Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.

Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.

Austin Forey, the experienced manager heading JP Morgan’s $30bn-plus fundamental emerging markets team, discusses their recent underperformance and the key calls they are making in India and China.

Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performance. 

Royal London Asset Management manager Mike Fox said the FCA’s Sustainability Disclosure Requirements are ‘well intended’, but that it wasn’t clear what asset managers needed to do to be granted one of the new labels.

Thomas Hanson, the manager of more than £1.5bn of global high yield bond funds at Aegon Asset Management, explains why they're running their 'most boring strategy' in five years as pressures grow following a strong run in the sector.

Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.

Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.

The former deputy editor of the New Stateman discusses what the ‘chaos voter’ looks like in 2024, why voters are moving towards populism, and whether a Labour government victory could signal a ‘post-chaos’ era for the UK. 

Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM. 

M&G's Richard Woolnough discusses his two decades at the firm, how his softer inflation bet led to double-digit returns last year, and why clients were 'clever' to withdraw several billion from his Optimal Income fund over the past five years. 

Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.

The new investment boss says performance of St. James's Place strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.

Anthony Kingsley, leader of the investment team running the £8.4bn Findlay Park American fund, discusses how both the portfolio and firm are evolving in the era of the Magnificent Seven. 

Chris Elliott, co-manager of Evenlode’s £1.9bn Global Income fund, discusses sacrificing profitability for company growth and what the boutique has bought for its newer Global Equity fund.

Despite returning a stonking 39% last year, Gary Robinson’s £3bn fund has been unable to beat the S&P 500 over three and five years. In this podcast, he discusses opportunities both in and out of the Magnificent Seven, and why he still has faith in Elon Musk. 

Tim Levene, CEO of fintech-focused investment trust, says that there will be a huge adoption of AI in the wealth and asset management industries over the next five years. However, he is very sceptical of a slew of businesses that have sprung up in this space. 

John Husselbee and James Klempster, who together run Liontrust's £4.5bn multi-asset range, discuss 60:40's renaissance, finding value outside the US and 'calling in a heavyweight' on asset allocation.

Hamilton Lane’s Hamza Azeem discusses the private equity giant’s product aimed at wealth management clients, and how it manages liquidity when redemption requests are knocking at the door.  

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

Jupiter CEO Matthew Beesley reflects on a tough first year in the top job, and how the asset manager is going to entice sovereign wealth, endowment and pension fund clients. 

How is sexual harassment handled in the city? Listen to HR heads discuss their dual interest of protecting both the claimant and the organisation, the FCA defend itself against allegations of inaction, and journalist Paul Caruana Galizia share his experience breaking the story of Crispin Odey.

Robert Clark, sales & marketing director at RC Brown, speaks about the firm's incubator service and why most wealth managers don't have the competence to run their own firm. 

Citywire AA-rated David Cumming, who runs the £1.5bn BNY Mellon UK Income fund, discusses how things have changed during four decades in the City, re-engaging investors with British businesses, and why oil stocks ‘just look too cheap’.

Kunal Mehta, head of the fixed income specialist team at Vanguard, discusses why DFMs are still reluctant to buy into the ‘bonds are back’ narrative, Vanguard’s view on peak rates, and growing interest in emerging market debt.

Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.

The investment veteran discusses Newton IM’s restructure, why thematic investing is here to stay, active management opportunities, and the closure of his brainchild GARS fund.