Back
Explore every episode of the podcast The Wealth Show
Dive into the complete episode list for The Wealth Show. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| '99% organic': Barclays wealth head cools acquisition talk | 06 oct. 2026 | 00:15:44 | |
After securing FCA approval for targeted support, Barclays’ Sid Azad sets the record straight on M&A rumours and the bank's organic growth strategy in wealth management. | |||
| HSBC private bank global CIO: Our allocation calls on $550bn of assets | 15 sept. 2026 | 00:31:45 | |
HSBC's Willem Sels discusses how concerned to be about rising bond yields and the risk, and reality, of investment portfolios becoming 'one big AI trade'. | |||
| Saker Nusseibeh: Where most ESG investing went wrong | 24 août 2026 | 00:31:16 | |
The CEO of Federated Hermes Limited discusses confused thinking on sustainable investing and how to succeed in emerging markets. | |||
| The biggest fund manager red flags for Mirabaud’s UK portfolio head | 17 août 2026 | 00:23:39 | |
Citywire Wealth Manager Top 100 star Jonathan Unwin shared what turns him away from a fund and what his best recent asset allocation call was. | |||
| ‘Like 1990s China’: Should investors start to think about Africa? | 13 août 2026 | 00:29:14 | |
Joe Studwell, whose work on growth in developing countries has won fans from Baillie Gifford to Bill Gates, says countries like Ethiopia could soon become interesting to investors. | |||
| £64bn firm founder Rich Pzena on where the market is mispricing stocks | 13 juil. 2026 | 00:33:11 | |
Rich Pzena talks building his £64bn firm, his deep-value playbook and current market opportunities. | |||
| Syz Bank CEO: Modern private banking means ‘putting our money where our mouth is’ | 24 juin 2026 | 00:28:54 | |
Nicolas Syz discusses his first few months in the role at the bank founded by his father and the modern challenges for a Swiss boutique. | |||
| Raymond James CIO: My biggest worry for global markets | 17 juin 2026 | 00:24:08 | |
Patrick Farrell talks team integration, portfolio positioning, and his biggest worry about markets. | |||
| Ruffer’s Mike Biggs on why private borrowing can be the real growth driver in the UK | 03 juin 2026 | 00:17:25 | |
Mike Biggs, head of macro strategy at Ruffer, explains his credit impulse thesis and why he believes that more private borrowing and bank deregulation can be key to kickstarting economic growth. | |||
| Ex-Morningstar CIO: Why thematic ETFs are always late to the party | 20 mai 2026 | 00:28:57 | |
Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe. | |||
| Why UK asset managers are no longer hot M&A targets | 19 mai 2026 | 00:20:07 | |
Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium. | |||
| ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays | 06 mai 2026 | 00:22:48 | |
Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets. | |||
| Netwealth CEO: Wealth firms need more than a digital facelift | 21 avr. 2026 | 00:25:08 | |
Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition. | |||
| The 'Succession' effect tearing apart UHNW families | 07 avr. 2026 | 00:27:05 | |
A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans. | |||
| $100 oil and a closed Strait: What Stonehage Fleming is watching next | 27 mars 2026 | 00:25:37 | |
As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios | |||
| Dubai can and will bounce back stronger, insists Bentley Reid CEO | 10 mars 2026 | 00:29:08 | |
Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran. | |||
| Ben Whitmore on Brickwood's break-out year and contrarian US buys | 26 févr. 2026 | 00:32:04 | |
One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today. | |||
| Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing | 12 févr. 2026 | 00:31:52 | |
Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that. | |||
| ‘There’s a lot to be done on empathy’: How to be a wealth manager in 2026 | 27 janv. 2026 | 00:27:29 | |
Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing. | |||
| IA’s Chris Cummings: Retail investing is not just an advertising campaign | 14 janv. 2026 | 00:32:13 | |
The Investment Association CEO discusses his 10-year tenure at the trade body and what the industry must focus on going forward. | |||
| Exits, deals and disruption: 2025 in review | 22 déc. 2025 | 00:21:16 | |
The Citywire Wealth Manager team unpack the biggest stories of the past year. | |||
| HSBC signals big year ahead for wealth in 2026 | 17 déc. 2025 | 00:22:52 | |
Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth offering in 2026. | |||
| Inside Hargreaves Lansdown’s multi-manager fund range | 11 déc. 2025 | 00:25:04 | |
Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year. | |||
| This is how wealth managers should be preparing for 2030 | 04 déc. 2025 | 00:27:27 | |
Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030 | |||
| At this point there's hardly an adviser who hasn't considered MPS | 26 nov. 2025 | 00:24:13 | |
Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to drive a new wave of advisers to adopt MPS, alongside the different trends he is seeing in the wider UK fund market. | |||
| Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when' | 19 nov. 2025 | 00:26:50 | |
Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector. | |||
| EBI Portfolios ‘acknowledge issues’ with a pure passive approach | 12 nov. 2025 | 00:23:09 | |
Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS | |||
| Quilter: This is what we want to see in the Budget | 05 nov. 2025 | 00:24:00 | |
Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget. | |||
| The big fourth quarter calls | 23 oct. 2025 | 00:26:57 | |
Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo | |||
| Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios | 15 oct. 2025 | 00:30:38 | |
Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS. | |||
| Why the FCA ditched its crypto ban? | 07 oct. 2025 | 00:28:28 | |
Head of consumer investment Kate Tuckley discusses its ‘discovery-led’ exercise into high-risk retail products, and why the regulator reversed its crypto ETN ban. | |||
| Gavekal's Anatole Kaletsky: US exceptionalism won't last past a year | 07 oct. 2025 | 00:19:02 | |
This week, Gavekal's chief economist joins us live from the Citywire Wealth Manager Retreat to discuss Trump, inflation, and why the UK needs a total policy overhaul. | |||
| FCA exclusive: Advisers, don't fear the FOS | 30 sept. 2025 | 00:18:45 | |
The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support. | |||
| Portfoliometrix: A look through the MPS provider's strategic asset allocation update. | 15 sept. 2025 | 00:31:39 | |
Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation. | |||
| Is real estate still the smart choice for investment? | 02 sept. 2025 | 00:19:09 | |
Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients. | |||
| Why HENRYs need wealth management, and how to offer it | 26 août 2025 | 00:21:21 | |
What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services. | |||
| What can wealth managers can do about modern slavery? | 11 août 2025 | 00:16:35 | |
Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement. | |||
| JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025 | 04 août 2025 | 00:16:32 | |
Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year. | |||
| Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’ | 09 juil. 2025 | 00:29:59 | |
Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities. | |||
| IIMI CEO: These are the biggest challenges boutiques face | 27 mai 2025 | 00:17:38 | |
Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms. | |||
| Nick Train: The two things my funds need to bounce back | 21 mai 2025 | 00:19:02 | |
Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income investment trust can return to outperformance. | |||
| Ex-Aberdeen leader on why wealth firms can't ignore digital assets | 14 mai 2025 | 00:27:33 | |
As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for future returns. | |||
| Part 2: The FCA answers your questions | 08 mai 2025 | 00:13:16 | |
When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions. | |||
| FCA on red tape cuts: This is just the start | 06 mai 2025 | 00:26:06 | |
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. | |||
| Gresham House: Brooks set to be 'very attractive' takeover candidate | 24 avr. 2025 | 00:26:35 | |
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. | |||
| ‘Everybody has to pull together’: Magnus on launching during COVID-19 | 11 avr. 2025 | 00:21:51 | |
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. | |||
| How are wealth firms integrating their businesses? | 28 mars 2025 | 00:26:43 | |
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. | |||
| Lord Darroch on ‘Trump unleashed’, trade war & Russia-Ukraine fallout | 21 mars 2025 | 00:24:25 | |
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. | |||
| IWD 2025: A systemic issue that still needs addressing | 13 mars 2025 | 00:15:17 | |
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. | |||
| Wheb: It was time to sell the business to Foresight | 05 mars 2025 | 00:22:20 | |
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. | |||
© My Podcast Data · Independent project · Data from Apple & Spotify