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Wealth Unwrapped: The CISI

Wealth Unwrapped: The CISI

Written by: The CISI
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About this listen

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

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The CISI
Careers Economics Personal Finance Personal Success Science
Episodes
  • Andy Steel, CEO of James Hambros & Partners - Part 2
    Feb 18 2026

    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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    32 mins
  • Andy Steel, CEO of James Hambros & Partners - Part 1
    Feb 4 2026

    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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    37 mins
  • Stuart Cummins, CEO of Nedbank Private Wealth - Part 2
    Jan 21 2026

    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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    30 mins
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