60 acast.com Wealth Unwrapped: The CISI https://shows.acast.com/wealth-unwrapped en The CISI wealth management,CEO,finance,CISI The CISI

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]]> false The CISI info+67a0b876f0aed667c5faff4d@mg-eu.acast.com 67a0b876f0aed667c5faff4d wealth-unwrapped episodic https://assets.pippa.io/shows/67a0b876f0aed667c5faff4d/1742473226497-c37717a5-56ad-46cf-9036-adb49921f2d0.jpeg https://shows.acast.com/wealth-unwrapped Wealth Unwrapped: The CISI Tracy Vegro OBE, CEO of The CISI - Part 3 Tracy Vegro OBE, CEO of The CISI - Part 3 Wed, 01 Apr 2026 09:00:00 GMT 37:41 6960cebab8712e7ba2eca6f0 false https://shows.acast.com/wealth-unwrapped/episodes/tracy-vegro-obe-part-3 6960cebab8712e7ba2eca6f0 67a0b876f0aed667c5faff4d tracy-vegro-obe-part-3 Host Glenn Murphy interviews Tracy Vegro OBE, CEO of The CISI full 1 25 In the final episode of Wealth Unwrapped, host Glenn Murphy concludes his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), reflecting on the future of the profession and the legacy of principled leadership.


Tracy shares her perspective on what lasting progress in financial services looks like, from embedding ethical decision-making and public trust to preparing the next generation of advisers for an increasingly complex world. She discusses resilience, adaptability and purpose, and the role leaders play in shaping cultures that endure beyond individuals.


Considered and reflective, Part 3 brings the series to a close with clear insights into the values, vision and long-term impact driving Tracy’s work and the CISI’s mission to uphold standards and professionalism across the industry.

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]]> In the final episode of Wealth Unwrapped, host Glenn Murphy concludes his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), reflecting on the future of the profession and the legacy of principled leadership.


Tracy shares her perspective on what lasting progress in financial services looks like, from embedding ethical decision-making and public trust to preparing the next generation of advisers for an increasingly complex world. She discusses resilience, adaptability and purpose, and the role leaders play in shaping cultures that endure beyond individuals.


Considered and reflective, Part 3 brings the series to a close with clear insights into the values, vision and long-term impact driving Tracy’s work and the CISI’s mission to uphold standards and professionalism across the industry.

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]]> Tracy Vegro OBE, CEO of The CISI - Part 2 Tracy Vegro OBE, CEO of The CISI - Part 2 Wed, 18 Mar 2026 10:00:00 GMT 28:59 6960ce31b86949aa0643beae false https://shows.acast.com/wealth-unwrapped/episodes/tracy-vegro-obe-part-2 6960ce31b86949aa0643beae 67a0b876f0aed667c5faff4d tracy-vegro-obe-part-2 Host Glenn Murphy interviews Tracy Vegro OBE, CEO of The CISI full 1 24 In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today.


Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects on how leaders can support advisers through increasing complexity, scrutiny and change. She also discusses the future skills required in wealth management, the importance of diversity and inclusion, and how professional bodies can help firms adapt while staying true to their values.


Measured and forward-looking, Part 2 offers further insight into Tracy’s leadership philosophy and the CISI’s commitment to raising standards, strengthening professionalism and supporting the long-term health of the industry.

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]]> In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today.


Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects on how leaders can support advisers through increasing complexity, scrutiny and change. She also discusses the future skills required in wealth management, the importance of diversity and inclusion, and how professional bodies can help firms adapt while staying true to their values.


Measured and forward-looking, Part 2 offers further insight into Tracy’s leadership philosophy and the CISI’s commitment to raising standards, strengthening professionalism and supporting the long-term health of the industry.

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]]> Tracy Vegro OBE, CEO of The CISI - Part 1 Tracy Vegro OBE, CEO of The CISI - Part 1 Wed, 04 Mar 2026 10:00:00 GMT 24:27 6960cdb2d413dfe238b48454 false https://shows.acast.com/wealth-unwrapped/episodes/tracy-vegro-part-1 6960cdb2d413dfe238b48454 67a0b876f0aed667c5faff4d tracy-vegro-part-1 Host Glenn Murphy interviews Tracy Vegro OBE, CEO of The CISI full 1 23 In Part 1 of Wealth Unwrapped, host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services.


Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. She discusses the importance of ethics, standards and lifelong learning, and how the CISI supports advisers and firms in navigating regulatory change, technological disruption and rising public expectations.


Thoughtful and insightful, Part 1 sets the scene for a deeper exploration of purpose, trust and culture in wealth management, offering listeners a clear perspective on what good leadership looks like in a changing industry.

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]]> In Part 1 of Wealth Unwrapped, host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services.


Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. She discusses the importance of ethics, standards and lifelong learning, and how the CISI supports advisers and firms in navigating regulatory change, technological disruption and rising public expectations.


Thoughtful and insightful, Part 1 sets the scene for a deeper exploration of purpose, trust and culture in wealth management, offering listeners a clear perspective on what good leadership looks like in a changing industry.

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]]> <![CDATA[Andy Steel, CEO of James Hambros & Partners - Part 2]]> Wed, 18 Feb 2026 10:00:00 GMT 32:27 6960ca72b8712e7ba2eb8088 false https://shows.acast.com/wealth-unwrapped/episodes/andy-steel-part-2 6960ca72b8712e7ba2eb8088 67a0b876f0aed667c5faff4d andy-steel-part-2 full 1 22 In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Andy Steel, CEO of James Hambros & Partners, going deeper into the responsibilities of long-term wealth stewardship.


Andy expands on how the firm supports clients through complex and often emotional decisions, and why trusted advice extends well beyond investment outcomes. He reflects on leadership, culture and judgement, and the importance of building teams that think generationally while adapting to regulatory change and evolving client expectations.


Measured and thoughtful, Part 2 offers further insight into the values and philosophy shaping James Hambros & Partners and its approach to modern wealth management.

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]]> In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Andy Steel, CEO of James Hambros & Partners, going deeper into the responsibilities of long-term wealth stewardship.


Andy expands on how the firm supports clients through complex and often emotional decisions, and why trusted advice extends well beyond investment outcomes. He reflects on leadership, culture and judgement, and the importance of building teams that think generationally while adapting to regulatory change and evolving client expectations.


Measured and thoughtful, Part 2 offers further insight into the values and philosophy shaping James Hambros & Partners and its approach to modern wealth management.

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]]> <![CDATA[Andy Steel, CEO of James Hambros & Partners - Part 1]]> Wed, 04 Feb 2026 10:00:00 GMT 36:50 6960c8e38a20edf9ab8f88b2 false https://shows.acast.com/wealth-unwrapped/episodes/andy-steel-part-1 6960c8e38a20edf9ab8f88b2 67a0b876f0aed667c5faff4d andy-steel-part-1 full 1 21 In Part 1 of Wealth Unwrapped, host Glenn Murphy speaks with Andy Steel, CEO of James Hambros & Partners, about the realities of leading a modern wealth management firm.


Andy reflects on supporting clients through complex and often personal financial decisions, and why long-term stewardship matters more than short-term performance. He also discusses balancing innovation with a highly personalised approach, navigating regulatory change, and building a culture rooted in trust, judgement and long-term thinking.


Concise and insightful, Part 1 sets the scene for a deeper conversation on leadership, purpose and the evolving role of wealth management.

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]]> In Part 1 of Wealth Unwrapped, host Glenn Murphy speaks with Andy Steel, CEO of James Hambros & Partners, about the realities of leading a modern wealth management firm.


Andy reflects on supporting clients through complex and often personal financial decisions, and why long-term stewardship matters more than short-term performance. He also discusses balancing innovation with a highly personalised approach, navigating regulatory change, and building a culture rooted in trust, judgement and long-term thinking.


Concise and insightful, Part 1 sets the scene for a deeper conversation on leadership, purpose and the evolving role of wealth management.

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]]> Stuart Cummins, CEO of Nedbank Private Wealth - Part 2 Stuart Cummins, CEO of Nedbank Private Wealth - Part 2 Wed, 21 Jan 2026 10:00:00 GMT 30:25 6929a814635c16d6406e38e7 false https://shows.acast.com/wealth-unwrapped/episodes/stuart-cummins-part-2 6929a814635c16d6406e38e7 67a0b876f0aed667c5faff4d stuart-cummins-part-2 Host Glenn Murphy interviews Stuart Cummins, CEO of Nedbank Private Wealth full 1 20 In Part 2 of this special edition of Wealth Unwrapped, host Glenn Murphy resumes his conversation with Stuart Cummins, CEO of Nedbank Private Wealth, delving deeper into the realities of leading a modern private bank.


Stuart expands on how the firm supports clients through complex, often emotional financial decisions, and why genuine stewardship goes far beyond investment performance. He reflects on balancing innovation with personalised service, and how Nedbank Private Wealth is navigating shifts in regulation, client behaviour, and global uncertainty.


The discussion also turns to culture and leadership: what it means to build teams that think long term, the importance of humility and listening, and how to foster an environment where both colleagues and clients can thrive.


Insightful and refreshingly candid, Part 2 offers an even richer understanding of the purpose and philosophy shaping one of the industry’s most trusted private banks.

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]]> In Part 2 of this special edition of Wealth Unwrapped, host Glenn Murphy resumes his conversation with Stuart Cummins, CEO of Nedbank Private Wealth, delving deeper into the realities of leading a modern private bank.


Stuart expands on how the firm supports clients through complex, often emotional financial decisions, and why genuine stewardship goes far beyond investment performance. He reflects on balancing innovation with personalised service, and how Nedbank Private Wealth is navigating shifts in regulation, client behaviour, and global uncertainty.


The discussion also turns to culture and leadership: what it means to build teams that think long term, the importance of humility and listening, and how to foster an environment where both colleagues and clients can thrive.


Insightful and refreshingly candid, Part 2 offers an even richer understanding of the purpose and philosophy shaping one of the industry’s most trusted private banks.

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]]> Stuart Cummins, CEO of Nedbank Private Wealth - Part 1 Stuart Cummins, CEO of Nedbank Private Wealth - Part 1 Wed, 17 Dec 2025 10:00:00 GMT 39:57 6929a0553c9ac4ded376d2f3 false https://shows.acast.com/wealth-unwrapped/episodes/stuart-cummins-part-1 6929a0553c9ac4ded376d2f3 67a0b876f0aed667c5faff4d stuart-cummins-part-1 Host Glenn Murphy interviews Stuart Cummins, CEO of Nedbank Private Wealth full 1 19 In this episode of Wealth Unwrapped, host Glenn Murphy sits down with Stuart Cummins, Chief Executive Officer of Nedbank Private Wealth, for a thoughtful exploration of what truly defines exceptional private banking in a rapidly evolving world. Stuart shares insights from his extensive career, reflecting on the responsibilities of leading a purpose-driven organisation and the importance of trust, clarity, and human connection in wealth management.


The conversation spans the changing expectations of high-net-worth clients, the role of technology in enhancing—not replacing—advice, and how private banks can better support families across generations. Stuart also discusses the leadership principles that guide him, the value of long-term thinking, and how Nedbank Private Wealth is positioning itself for the future.


Engaging, grounded, and forward-looking, this episode offers practical wisdom for wealth professionals and clients alike.

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]]> In this episode of Wealth Unwrapped, host Glenn Murphy sits down with Stuart Cummins, Chief Executive Officer of Nedbank Private Wealth, for a thoughtful exploration of what truly defines exceptional private banking in a rapidly evolving world. Stuart shares insights from his extensive career, reflecting on the responsibilities of leading a purpose-driven organisation and the importance of trust, clarity, and human connection in wealth management.


The conversation spans the changing expectations of high-net-worth clients, the role of technology in enhancing—not replacing—advice, and how private banks can better support families across generations. Stuart also discusses the leadership principles that guide him, the value of long-term thinking, and how Nedbank Private Wealth is positioning itself for the future.


Engaging, grounded, and forward-looking, this episode offers practical wisdom for wealth professionals and clients alike.

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]]> Matt Handley, CEO of Handelsbanken Wealth - Part 2 Matt Handley, CEO of Handelsbanken Wealth - Part 2 Wed, 03 Dec 2025 10:00:00 GMT 23:09 6929842d635c16d64064527d false https://shows.acast.com/wealth-unwrapped/episodes/matt-handley-part-2 6929842d635c16d64064527d 67a0b876f0aed667c5faff4d matt-handley-part-2 Host Glenn Murphy interviews Matt Handley, CEO of Handelsbanken full 1 18 In Part 2 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.


Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.


A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking.

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]]> In Part 2 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.


Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.


A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking.

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]]> Matt Handley, CEO of Handelsbanken Wealth - Part 1 Matt Handley, CEO of Handelsbanken Wealth - Part 1 Mon, 24 Nov 2025 10:37:34 GMT 27:30 691db6577b9e972a6b6cbc31 false https://shows.acast.com/wealth-unwrapped/episodes/matt-handley-part-1 691db6577b9e972a6b6cbc31 67a0b876f0aed667c5faff4d matt-handley-part-1 Host Glenn Murphy interviews Matt Handley, CEO of Handelsbanken full 1 17 In Part 1 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.


Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.


A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking.

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]]> In Part 1 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.


Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.


A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking.

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]]> Stewart Sanderson, CEO of Irwin Mitchell - Part 2 Stewart Sanderson, CEO of Irwin Mitchell - Part 2 Thu, 06 Nov 2025 10:35:47 GMT 31:44 690c7a0468ccec9b8e37c8ac false https://shows.acast.com/wealth-unwrapped/episodes/stewart-sanderson-part-2 690c7a0468ccec9b8e37c8ac 67a0b876f0aed667c5faff4d stewart-sanderson-part-2 The second and final part of Irwin Mitchell CEO Stewart Sanderson being interviewed by Glenn Murphy full 1 16 In Part 2 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.


Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.


A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.

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]]> In Part 2 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.


Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.


A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.

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]]> Stewart Sanderson, CEO of Irwin Mitchell - Part 1 Stewart Sanderson, CEO of Irwin Mitchell - Part 1 Wed, 22 Oct 2025 09:00:00 GMT 34:32 68f7b29edef9727315c696fa false https://shows.acast.com/wealth-unwrapped/episodes/stewart-sanderson-part-1 68f7b29edef9727315c696fa 67a0b876f0aed667c5faff4d stewart-sanderson-part-1 The first part of Irwin Mitchell CEO Stewart Sanderson being interviewed by Glenn Murphy full 1 15 In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.


Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.


A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.

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]]> In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.


Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.


A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.

Hosted on Acast. See acast.com/privacy for more information.

]]> Chris Fisher, CEO of Multrees Investor Services - Part 2 Chris Fisher, CEO of Multrees Investor Services - Part 2 Tue, 07 Oct 2025 09:00:00 GMT 28:17 68da8b5facc34956e68dd0ec false https://shows.acast.com/wealth-unwrapped/episodes/chris-fisher-part-2 68da8b5facc34956e68dd0ec 67a0b876f0aed667c5faff4d chris-fisher-part-2 The second and final part of Multrees Investor Services CEO Chris Fisher being interviewed by Glenn Murphy full 1 14 In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management.


Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing demand for purpose-driven financial advice.


He expands on the evolving responsibilities of advisers today, and why emotional intelligence is just as critical as technical knowledge when supporting clients through complex financial journeys. From working with entrepreneurial families to navigating generational wealth transfers, Chris shares further insights into what it takes to build lasting trust and deliver meaningful outcomes.


The conversation also revisits the role of technology — not as a replacement for human connection, but as a tool to enhance it — and considers how the next wave of investors will influence the future of the profession.


A thoughtful continuation of a candid discussion, offering practical perspectives on what it means to lead with integrity in an ever-changing financial landscape.

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]]> In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management.


Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing demand for purpose-driven financial advice.


He expands on the evolving responsibilities of advisers today, and why emotional intelligence is just as critical as technical knowledge when supporting clients through complex financial journeys. From working with entrepreneurial families to navigating generational wealth transfers, Chris shares further insights into what it takes to build lasting trust and deliver meaningful outcomes.


The conversation also revisits the role of technology — not as a replacement for human connection, but as a tool to enhance it — and considers how the next wave of investors will influence the future of the profession.


A thoughtful continuation of a candid discussion, offering practical perspectives on what it means to lead with integrity in an ever-changing financial landscape.

Hosted on Acast. See acast.com/privacy for more information.

]]> Chris Fisher, CEO of Multrees Investor Services - Part 1 Chris Fisher, CEO of Multrees Investor Services - Part 1 Wed, 24 Sep 2025 17:14:17 GMT 31:07 68c15a28b2dfbf7f9f36d961 false https://shows.acast.com/wealth-unwrapped/episodes/chris-fisher-part-1 68c15a28b2dfbf7f9f36d961 67a0b876f0aed667c5faff4d chris-fisher-part-1 The first part of Multrees Investor Services CEO Chris Fisher being interviewed by Glenn Murphy full 1 13 In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning.


Chris also speaks about the lessons he’s learned from guiding families and entrepreneurs through different stages of their financial lives, and the importance of balancing technical expertise with empathy. The discussion touches on the evolving role of an adviser, the impact of technology on client relationships, and how the industry can adapt to serve the next generation of investors.


An engaging and candid conversation that sets the stage for a deeper dive into the values and strategies shaping modern wealth management.

Hosted on Acast. See acast.com/privacy for more information.

]]> In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning.


Chris also speaks about the lessons he’s learned from guiding families and entrepreneurs through different stages of their financial lives, and the importance of balancing technical expertise with empathy. The discussion touches on the evolving role of an adviser, the impact of technology on client relationships, and how the industry can adapt to serve the next generation of investors.


An engaging and candid conversation that sets the stage for a deeper dive into the values and strategies shaping modern wealth management.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Guy Matthews, CEO of Sarasin & Partners - Part 2]]> Wed, 03 Sep 2025 09:00:00 GMT 23:02 684aeb1a7631e3569ee78894 false https://shows.acast.com/wealth-unwrapped/episodes/guy-matthews-part-2 684aeb1a7631e3569ee78894 67a0b876f0aed667c5faff4d guy-matthews-part-2 full 1 12

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]]>

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]]> <![CDATA[Guy Matthews, CEO of Sarasin & Partners - Part 1]]> Wed, 20 Aug 2025 09:00:00 GMT 20:44 684aea7b1c97ce2ed10048c8 false https://shows.acast.com/wealth-unwrapped/episodes/guy-matthews-part-1 684aea7b1c97ce2ed10048c8 67a0b876f0aed667c5faff4d guy-matthews-part-1 full 1 11 Wealth Unwrapped, host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustainability. He discusses the importance of purpose in investment management and how a values-led approach shapes both client relationships and company culture. It’s an engaging look at what it means to lead with conviction in today’s evolving financial landscape.

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]]> Wealth Unwrapped, host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustainability. He discusses the importance of purpose in investment management and how a values-led approach shapes both client relationships and company culture. It’s an engaging look at what it means to lead with conviction in today’s evolving financial landscape.

Hosted on Acast. See acast.com/privacy for more information.

]]> David Esfandi, CEO of Canaccord Wealth - Part 2 David Esfandi, CEO of Canaccord Wealth - Part 2 Wed, 06 Aug 2025 09:00:00 GMT 20:38 684ae99030de7a508519a182 false https://shows.acast.com/wealth-unwrapped/episodes/david-esfandi-part-2 684ae99030de7a508519a182 67a0b876f0aed667c5faff4d david-esfandi-part-2 The final part of Canaccord Wealth CEO David Esfandi being interviewed by Glenn Murphy full 1 10 Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like.

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]]> Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like.

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]]> David Esfandi, CEO of Canaccord Wealth - Part 1 David Esfandi, CEO of Canaccord Wealth - Part 1 Wed, 23 Jul 2025 09:00:00 GMT 21:18 684ae87d7ffb4452ec355dc6 false https://shows.acast.com/wealth-unwrapped/episodes/david-esfandi-part-1 684ae87d7ffb4452ec355dc6 67a0b876f0aed667c5faff4d david-esfandi-part-1 The first part of Canaccord Wealth CEO David Esfandi being interviewed by Glenn Murphy full 1 9 Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world.

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]]> Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world.

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]]> <![CDATA[Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2]]> Wed, 09 Jul 2025 09:00:00 GMT 24:07 684ae73fed4130e2437be52c false https://shows.acast.com/wealth-unwrapped/episodes/paul-abberley-part-2 684ae73fed4130e2437be52c 67a0b876f0aed667c5faff4d paul-abberley-part-2 full 1 8 Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK financial services.

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]]> Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK financial services.

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]]> <![CDATA[Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1]]> Wed, 25 Jun 2025 09:00:00 GMT 27:04 684ae62130de7a50851811ff false https://shows.acast.com/wealth-unwrapped/episodes/paul-abberley-part-1 684ae62130de7a50851811ff 67a0b876f0aed667c5faff4d paul-abberley-part-1 full 1 7 Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future.

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]]> Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future.

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]]> Andrea Montague, CEO of Brooks Macdonald - Part 2 Andrea Montague, CEO of Brooks Macdonald - Part 2 Wed, 11 Jun 2025 21:09:32 GMT 25:16 6849f08d86b5e7773907c18c false https://shows.acast.com/wealth-unwrapped/episodes/andrea-montague-part-2 6849f08d86b5e7773907c18c 67a0b876f0aed667c5faff4d andrea-montague-part-2 The final part of Brooks Macdonald CEO Andrea Montague being interviewed by Glenn Murphy full 1 6 In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

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]]> In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

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]]> Andrea Montague, CEO of Brooks Macdonald - Part 1 Andrea Montague, CEO of Brooks Macdonald - Part 1 Wed, 28 May 2025 09:00:00 GMT 21:32 682da95cf1e6dabeea28fd5f false https://shows.acast.com/wealth-unwrapped/episodes/andrea-montague-part-1 682da95cf1e6dabeea28fd5f 67a0b876f0aed667c5faff4d andrea-montague-part-1 The first part of Brooks Macdonald CEO Andrea Montague being interviewed by Glenn Murphy full 1 5

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]]>

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]]> Dean Proctor, CEO of 7IM - Part 2 Dean Proctor, CEO of 7IM - Part 2 Wed, 14 May 2025 09:00:00 GMT 21:32 681b71355acb8b715fc6f438 false https://shows.acast.com/wealth-unwrapped/episodes/dean-proctor-part-2 681b71355acb8b715fc6f438 67a0b876f0aed667c5faff4d dean-proctor-part-2 The second part of 7IM CEO Dean Proctor being interviewed by Glenn Murphy full 1 4 In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the future of wealth management and the evolving role of leadership in finance. Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the industry. He discusses the importance of intentionality in both business and life, and how his leadership philosophy has adapted in response to change. This thoughtful continuation offers listeners a candid look at how experience, adaptability, and purpose come together to guide the next chapter of success.

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]]> In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the future of wealth management and the evolving role of leadership in finance. Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the industry. He discusses the importance of intentionality in both business and life, and how his leadership philosophy has adapted in response to change. This thoughtful continuation offers listeners a candid look at how experience, adaptability, and purpose come together to guide the next chapter of success.

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]]> Dean Proctor, CEO of 7IM - Part 1 Dean Proctor, CEO of 7IM - Part 1 Wed, 30 Apr 2025 09:00:00 GMT 24:14 680797ee81b7d99e7fe87931 false https://shows.acast.com/wealth-unwrapped/episodes/dean-proctor-part-1 680797ee81b7d99e7fe87931 67a0b876f0aed667c5faff4d dean-proctor-part-1 The first part of 7IM CEO Dean Proctor being interviewed by Glenn Murphy full 1 3 Wealth Unwrapped, host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth with intention, and leading in today’s evolving financial landscape.

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]]> Wealth Unwrapped, host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth with intention, and leading in today’s evolving financial landscape.

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]]> Paul Stockton, CEO of Rathbones - Part 2 Paul Stockton, CEO of Rathbones - Part 2 Wed, 16 Apr 2025 14:55:11 GMT 25:50 67ffc40b2bfb8508d6ef7704 false https://shows.acast.com/wealth-unwrapped/episodes/paul-stockton-part-2 67ffc40b2bfb8508d6ef7704 67a0b876f0aed667c5faff4d paul-stockton-part-2 The second part of Rathbones CEO Paul Stockton being interviewed by Glenn Murphy full 1 2

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]]> Paul Stockton, CEO of Rathbones - Part 1 Paul Stockton, CEO of Rathbones - Part 1 Wed, 02 Apr 2025 08:00:00 GMT 27:24 67af5aad4d9bd1092ce09767 false https://shows.acast.com/wealth-unwrapped/episodes/paul-stockton-part-1 67af5aad4d9bd1092ce09767 67a0b876f0aed667c5faff4d paul-stockton-part-1 The first part of Rathbones CEO Paul Stockton being interviewed by Glenn Murphy full 1 1 Wealth Unwrapped, host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, finance, and long-term success.

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]]> Wealth Unwrapped, host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, finance, and long-term success.

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]]> Introduction Introduction Wed, 19 Mar 2025 15:28:20 GMT 9:23 67a0c5d5a78c5e07676f402b false https://shows.acast.com/wealth-unwrapped/episodes/introduction 67a0c5d5a78c5e07676f402b 67a0b876f0aed667c5faff4d introduction Glenn Murphy, host of Wealth Unwrapped, introduces the podcast trailer 1 Wealth Unwrapped, host Glenn Murphy introduces the podcast, offering a glimpse into conversations with top wealth management CEOs. Get ready for insights, strategies, and behind-the-scenes stories that will change the way you think about wealth.

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]]> Wealth Unwrapped, host Glenn Murphy introduces the podcast, offering a glimpse into conversations with top wealth management CEOs. Get ready for insights, strategies, and behind-the-scenes stories that will change the way you think about wealth.

Hosted on Acast. See acast.com/privacy for more information.

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