The Wealth Show

EXPLORE

Society & Culture

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/85/d7/5b/85d75bee-f880-8f1d-c717-a48db3140000/mza_8402205269510203259.jpeg/600x600bb.jpg

The Wealth Show

Citywire

150 episodes

2 weeks ago

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.

Show more...

All content for The Wealth Show is the property of Citywire and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/150)

The Wealth Show

Exits, deals and disruption: 2025 in review

The Citywire Wealth Manager team unpack the biggest stories of the past year.

2 weeks ago

21 minutes 16 seconds

The Wealth Show

HSBC signals big year ahead for wealth in 2026

Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth offering in 2026.

3 weeks ago

22 minutes 52 seconds

The Wealth Show

Inside Hargreaves Lansdown’s multi-manager fund range

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.

4 weeks ago

25 minutes 4 seconds

The Wealth Show

This is how wealth managers should be preparing for 2030

Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030

1 month ago

27 minutes 27 seconds

The Wealth Show

At this point there's hardly an adviser who hasn't considered MPS

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.

1 month ago

24 minutes 13 seconds

The Wealth Show

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

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.

1 month ago

26 minutes 50 seconds

The Wealth Show

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS

1 month ago

23 minutes 9 seconds

The Wealth Show

Quilter: This is what we want to see in the Budget

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.

2 months ago

24 minutes

The Wealth Show

The big fourth quarter calls

Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo

2 months ago

26 minutes 57 seconds

The Wealth Show

Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios

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.

2 months ago

30 minutes 38 seconds

The Wealth Show

Why the FCA ditched its crypto ban?

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.

3 months ago

28 minutes 28 seconds

The Wealth Show

Gavekal's Anatole Kaletsky: US exceptionalism won't last past a year

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.

3 months ago

19 minutes 2 seconds

The Wealth Show

FCA exclusive: Advisers, don't fear the FOS

The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.

3 months ago

18 minutes 45 seconds

The Wealth Show

Portfoliometrix: A look through the MPS provider's strategic asset allocation update.

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.

3 months ago

31 minutes 39 seconds

The Wealth Show

Is real estate still the smart choice for investment?

Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.

4 months ago

19 minutes 9 seconds

The Wealth Show

Why HENRYs need wealth management, and how to offer it

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.

4 months ago

21 minutes 21 seconds

The Wealth Show

What can wealth managers can do about modern slavery?

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.

5 months ago

16 minutes 35 seconds

The Wealth Show

JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025

Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.

5 months ago

16 minutes 32 seconds

The Wealth Show

Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’

Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.

6 months ago

29 minutes 59 seconds

The Wealth Show

IIMI CEO: These are the biggest challenges boutiques face

Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.

7 months ago

17 minutes 38 seconds