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The Wealth Show

Business & Economics Podcasts

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.

Location:

United Kingdom

Description:

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.

Language:

English

Contact:

02078402250


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

10/15/2025
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.

Duración:00:30:38

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Why the FCA ditched its crypto ban?

10/7/2025
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.

Duración:00:28:28

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

10/7/2025
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.

Duración:00:30:38

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

10/7/2025
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.

Duración:00:19:02

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FCA exclusive: Advisers, don't fear the FOS

9/30/2025
The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.

Duración:00:18:45

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

9/14/2025
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.

Duración:00:31:39

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Is real estate still the smart choice for investment?

9/2/2025
Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.

Duración:00:19:09

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Why HENRYs need wealth management, and how to offer it

8/26/2025
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.

Duración:00:21:21

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What can wealth managers can do about modern slavery?

8/11/2025
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.

Duración:00:16:35

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

8/4/2025
Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.

Duración:00:16:32

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

7/9/2025
Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.

Duración:00:29:59

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IIMI CEO: These are the biggest challenges boutique face

5/27/2025
Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.

Duración:00:17:38

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Nick Train: The two things my funds need to bounce back

5/21/2025
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.

Duración:00:19:02

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Ex-Aberdeen leader on why wealth firms can't ignore digital assets

5/14/2025
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.

Duración:00:27:33

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Part 2: The FCA answers your questions

5/8/2025
When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

Duración:00:13:16

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FCA on red tape cuts: This is just the start

5/6/2025
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.

Duración:00:26:06

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Gresham House: Brooks set to be 'very attractive' takeover candidate

4/24/2025
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.

Duración:00:26:35

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‘Everybody has to pull together’: Magnus on launching during COVID-19

4/11/2025
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.

Duración:00:21:51

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How are wealth firms integrating their businesses?

3/28/2025
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.

Duración:00:26:43

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Lord Darroch on ‘Trump unleashed’, trade war & Russia-Ukraine fallout

3/21/2025
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.

Duración:00:24:25