The Wealth Show

CIO Tapes: tech companies to be broken up like railways

CIO Tapes: tech companies to be broken up like railways by Citywire

23 Jan 2020 22 min

AJ Bell's Hughes: best buy lists are important but they're not advice

AJ Bell's head of active funds Ryan Hughes tells Wealth Manager investors should not write off favourite-fund lists and explains why performance is not as important as consistency in his selection process

20 Jan 2020 14 min

Who can afford the risks of EIS?

Andrew Aldridge, partner at Deepbridge, talks about the risks and liquidity constraints of EIS now that the rules have changed.

8 Jan 2020 20 min

Wealth CEO Podcast: The next 20 years

In a wide ranging discussion the CIO’s touched on the possibility of a reckoning in the technology sector - akin to the breaking up of the railways in the early 20th century. Together with the fact that despite the low economic and earnings growth in the developed world they do…

16 Dec 2019 22 min

Episode 3: First 100 days as CEO: Merian's Mark Gregory talks to Wealth Manager

Episode 3: First 100 days as CEO: Merian's Mark Gregory talks to Wealth Manager by Citywire

9 Dec 2019 12 min

Wealth CEO Podcast: Is vertical integration really best for clients?

In this podcast special of our recent CEO Wealth Tapes series five wealth bosses discuss the pros and cons of vertical integration. Lawrence Lever, Citywire chair – 00:05 Dylan Lobo, Online editor Wealth Manager, 00:22 Paul Feeney, Quilter CEO, 01:00 David Ferguson, Nucleus Financial Group CEO, 01:50 Andy Bell, AJ…

3 Dec 2019 24 min

Episode 2: First 100 Days as CEO: 7IM's Dean Proctor on shaking things up

Dean Proctor took over as 7IM CEO in April, replacing Tom Sherdian who had been at the helm for nearly two decades. He tells Wealth Manager why a fresh pair of eyes was necessary to take the firm forward

5 Nov 2019 14 min

Episode 1: First 100 days as CEO: Jupiter's Andrew Formica talks to Wealth Manager

Andrew Formica talks to Wealth Manager about the challenges that came with the top job at Jupiter AM and explains his plans for the future

24 Oct 2019 28 min

AAA-Paul Jourdan: how a fund epistemologist with a violin rises to the top

A recent data crunch by Citywire revealed that Jourdan and co-manager David Stevenson, managers of the TB Amati UK Smaller Companies fund, has been AAA-rated by Citywire for 45 consecutive months, the longest streak out of the 15,000 or so manager Citywire tracks. In this Podcast Jourdan discuss some of…

15 Oct 2019 31 min

Episode 10: Walking with: David Miller, investment director at Quilter Cheviot

Keen cyclist, runner and Londoner David Miller, investment director at Quilter Cheviot, meets Wealth Manager’s Eleanor Mahmoud for a walk around the Serpentine in Hyde Park. Well known for his award winning written series ‘Diary of a Fund Manager’, he tells the story of where it came from, the journey…

7 Jun 2018 19 min

Episode 9: Walking with: Julie-Ann Ashcroft, head of investments at Standard Life Wealth

Northern lass Julie-Ann Ashcroft takes Eleanor Mahmoud on a walk around Shorne Park in Kent, home to Cardiac Hill. With a scientific background looking for enzymes in the skin, Julie-Ann explains what drew her from pharmacology to the world of investments and how she find that quite significant industry shift…

24 May 2018 19 min

Episode 8: Walking with: Matt Phillips, managing director at Thomas Miller Wealth Management

On home turf in London on a very wet and windy day, Matt Phillips, managing director at Thomas Miller, takes Wealth Manager’s Eleanor Mahmoud for a scenic 3 mile walk starting at the Tower of London. Walking past London Bridge, Millennium Bridge and through the City , he waxes lyrical…

10 May 2018 21 min

Episode 7: Walking with Mary Coughlan, investment manager at Redmayne Bentley, Glasgow

Join us as we walk around the quieter end of Glasgow city centre with Mary Coughlan from Redmayne Bentley. Originally a scientist, she tells us how she made the leap into investment management and discusses the ongoing gender imbalance, exclaiming how the lack of females is a massive loss to…

19 Apr 2018 17 min

Episode 6: Walking with: Aidan Butler, private client head at Standard Life Wealth, Leeds

In this episode, we whizz up to Yorkshire to meet Aidan Butler, head of Standard Life Wealth’s Leeds office. Walking past the River Wharfe and looking over the Dales, Butler discusses the office’s charity partnerships and involvement with ‘Leeds Leads: Healthy Minds for a Thriving City’, an initiative also supported…

6 Apr 2018 23 min

Episode 5: Walking with: Greg Mahon, regional director at Rathbones, Chichester

Actively involved with a local charity helping homelessness, Greg Mahon tells Wealth Manager’s Eleanor Mahmoud why he chose to work with such a cause and what it means to him. Rathbone’s regional director and head of its Chichester office also explains who has inspired him on his journey in the…

22 Mar 2018 20 min

Episode 4: Walking with: Lorne Baring, managing director at B Capital in Oxfordshire

Walking around Ardington House in Oxfordshire, Wealth Manager’s Libby Ashby gets to know the incredibly well travelled Lorne Baring, managing director of B Capital. As an ultra-high net worth investment manager using almost entirely ETFs, Lorne shares an insight into the business, as well as the countries it has taken…

8 Mar 2018 19 min

Episode 3 – Walking with: Louis Coke, senior investment manager at Charles Stanley, Guildford

Walking around Newlands Corner in the North Downs, Louis Coke tells Wealth Manager’s Suzie Bliss why he loves the greenery of Guildford and why investment management is a good career option for the younger generation. They discuss some rocky investment holdings and cross paths with quite a few dogs on…

22 Feb 2018 21 min

Episode 2 – Walking with: Ben Gutteridge, head of fund research at Brewin Dolphin, London

Suzie Bliss meets Brewin Dolphin’s Ben Gutteridge in London’s Regents Park. He divulges his expertise behind hosting Brewin Dolphin’s own podcast, the memorable guests he’s interviewed and whether he’s got anyone’s name wrong. We also discover his rise through fund selection and Ben reveals the best lesson he’s learnt in…

8 Feb 2018 27 min

Episode 1 - Walking with: Mark Little, Investment Director At Tcam In Edinburgh

Suzie Bliss goes for a walk around Edinburgh’s The Meadows with Tcam’s Mark Little. She uncovers Little’s fascinating career from accountant and qualified South African game ranger to fund manager before settling in the private client investment management world.

22 Jan 2018 27 min

Exclusive preview and highlights

The On the Road team are launching a brand new podcast - Walking with Wealth Managers. Donning their trainers and hitting the walking tracks, they take to the great outdoors with some willing interviewees. Here are some bite size highlights from their recordings and a preview of what’s to come…

15 Jan 2018 1 min