IIMI CEO: These are the biggest challenges boutique face
Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.
May 27, 2025•18 min0
The Wealth Show
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.
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Episodes
Nick Train: The two things my funds need to bounce back
Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income investment trust can return to outperformance.
May 21, 2025•19 min0
Ex-Aberdeen leader on why wealth firms can't ignore digital assets
As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for future returns.
May 14, 2025•28 min0
Part 2: The FCA answers your questions
When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.
May 08, 2025•13 min0
FCA on red tape cuts: This is just the start
Nick Hulme, head of advisers, wealth and pensions at the FCA, discusses why the regulator is not an 'amorphous blob', and what its growth initiatives will look like for firms in real time.
May 06, 2025•26 min0
Gresham House: Brooks set to be 'very attractive' takeover candidate
Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.
Apr 24, 2025•27 min0
‘Everybody has to pull together’: Magnus on launching during COVID-19
Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, joins us to talk through the highs, lows, and lessons from launching in lockdown.
Apr 11, 2025•22 min0
How are wealth firms integrating their businesses?
With consolidation rife in the wealth industry, integration has never been more important. In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.
Mar 28, 2025•27 min0
Lord Darroch on ‘Trump unleashed’, trade war & Russia-Ukraine fallout
The former British ambassador to the US Lord Kim Darroch joins The Wealth Show to talk all things Trump, democracy under threat, and Elon Musk’s firing spree. This episode was recorded live from the Wealth Manager Conference & Awards 2025, where Darroch delivered a keynote address.
Mar 21, 2025•24 min0
IWD 2025: A systemic issue that still needs addressing
Women are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female. For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of discussion, along with the need for senior management to become proactive mentors.
Mar 13, 2025•15 min0
Wheb: It was time to sell the business to Foresight
George Latham, managing partner at Wheb Asset Management, joins us to discuss why the time was right to sell and whether the appetite for sustainable investing is waning.
Mar 05, 2025•22 min0
‘Real’ MPS performance data remains out of reach
Dan Hurdley, managing director of ARC Research, knows about the challenges in sourcing real MPS performance data better than most.
Feb 25, 2025•24 min0
Trump's tariffs: ‘There’s lots up in the air at this time’.
In this episode, William Marshall, chief investment officer at Hymans Robertson Investment services, discusses Trump’s tariffs and its impact on the UK market, and how the UK is in a better position than other market to navigate upcoming volatility.
Feb 17, 2025•24 min0
‘We’re turning a tanker here’: Corporate bonds in capital markets
Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape around corporate bonds.
Feb 07, 2025•22 min0
UK equities outlook: ‘We are darkest before the dawn’
Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over the next year amidst Trump’s inauguration and how ‘the zeitgeist has moved past ESG’.
Jan 15, 2025•26 min0
2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget
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.
Dec 23, 2024•41 min0
'Almost never looked this different to the index': How Lansdowne Partners got to where it is today
Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.
Dec 18, 2024•30 min0
BlueBox's de Gale: I don't love tech, but I know how to invest in it!
Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies.
Dec 10, 2024•38 min0
SDR: ‘Light at the end of the tunnel’ for 100+ firms applying for labels
What will be the endgame for SDR? The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.
Dec 06, 2024•20 min0
‘The embarrassment level was quite high’ – How green are sustainable portfolios?
How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to curate more sustainable portfolios.
Nov 29, 2024•25 min0
'Probably the least fashionable stocks in the world': Where Prusik is finding value
Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.
Nov 20, 2024•35 min0
Employers to ‘come under financial strain’ after Budget, warns AJ Bell’s public policy head
Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey. In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.
Nov 11, 2024•20 min0
‘The economic system is on autopilot’ - Brett Scott on the perils of a cashless society
In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.
Oct 29, 2024•24 min0
‘Starmer’s poll ratings have collapsed’ - Baroness Sayeeda Warsi on Labour’s first 100 days, the economy, and the Tory leadership election
Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now. This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the upcoming budget, and the economic mismanagement of recent years. Warsi also says the Tories should ‘stop dreaming about government’, and focus on bec...
Oct 22, 2024•24 min0
Will clients ‘shop around’ more for wealth managers in the future?
Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service levels clients should expect.
Oct 14, 2024•22 min0
‘Adapt or die’ - Can active managers survive in a ‘peak MPS’ market?
Have we reached ‘peak MPS’? That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management. Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.
Oct 04, 2024•26 min0
‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts
Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.
Sep 25, 2024•29 min0
'Clearly a very big thing for us': What next for Schroders' global value team
Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.
Sep 11, 2024•39 min0
‘It’s not a job for pessimists’: JP Morgan’s Forey on a rough run in EM
Austin Forey, the experienced manager heading JP Morgan’s $30bn-plus fundamental emerging markets team, discusses their recent underperformance and the key calls they are making in India and China.
Aug 27, 2024•28 min0
Inside the most popular UK equity fund: Man Group’s Henry Dixon
Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performance.
Aug 01, 2024•24 min0
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