Episodes

  • Netwealth CEO: Wealth firms need more than a digital facelift

    Netwealth CEO: Wealth firms need more than a digital facelift
    Apr 21 2026
    Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.
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    25 mins
  • The 'Succession' effect tearing apart UHNW families

    The 'Succession' effect tearing apart UHNW families
    Apr 7 2026
    A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.
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    27 mins
  • $100 oil and a closed Strait: What Stonehage Fleming is watching next

    $100 oil and a closed Strait: What Stonehage Fleming is watching next
    Mar 27 2026
    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
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    26 mins
  • Dubai can and will bounce back stronger, insists Bentley Reid CEO

    Dubai can and will bounce back stronger, insists Bentley Reid CEO
    Mar 10 2026
    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.
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    29 mins
  • Ben Whitmore on Brickwood's break-out year and contrarian US buys

    Ben Whitmore on Brickwood's break-out year and contrarian US buys
    Feb 26 2026
    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.
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    32 mins
  • Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing

    Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing
    Feb 12 2026
    Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.
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    32 mins
  • ‘There’s a lot to be done on empathy’: How to be a wealth manager in 2026

    ‘There’s a lot to be done on empathy’: How to be a wealth manager in 2026
    Jan 27 2026
    Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing.
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    27 mins
  • IA’s Chris Cummings: Retail investing is not just an advertising campaign

    IA’s Chris Cummings: Retail investing is not just an advertising campaign
    Jan 14 2026
    The Investment Association CEO discusses his 10-year tenure at the trade body and what the industry must focus on going forward.
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    32 mins