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Citywire Wealth Manager’s On the Road team go walking with wealth managers from across the country to find out what makes the people of the industry tick. Our aim is to find out the who, wha...
Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the compet...
A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.
As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm nee...
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 individ...
One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived...
Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.
Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing.
The Investment Association CEO discusses his 10-year tenure at the trade body and what the industry must focus on going forward.
The Citywire Wealth Manager team unpack the biggest stories of the past year.
Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth off...
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...
Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape...
Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to driv...
Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its pla...
Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS
Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Bud...
Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lob...
Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the...
Head of consumer investment Kate Tuckley discusses its ‘discovery-led’ exercise into high-risk retail products, and why the regulator revers...
This week, Gavekal's chief economist joins us live from the Citywire Wealth Manager Retreat to discuss Trump, inflation, and why the UK need...
The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.
Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement a...
Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.
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,...
Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry ca...
Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.
Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opp...
Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for b...
Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income inve...
As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital fro...
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 in...
Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant unde...
Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, join...
With consolidation rife in the wealth industry, integration has never been more important. In this episode, we’re joined by Carl Woodward, c...
The former British ambassador to the US Lord Kim Darroch joins The Wealth Show to talk all things Trump, democracy under threat, and Elon Mu...
Women are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active p...
George Latham, managing partner at Wheb Asset Management, joins us to discuss why the time was right to sell and whether the appetite for su...
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 impac...
Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape aroun...
Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over...
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 an...
Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of...
What will be the endgame for SDR? The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid vario...
How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of A...
Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia...
Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey. In this w...
In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. This week's guest, author and ex-broker Bret...