Episodes

  • Why HENRYs need wealth management, and how to offer it

    Why HENRYs need wealth management, and how to offer it
    Aug 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.
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    21 mins
  • What can wealth managers can do about modern slavery?

    What can wealth managers can do about modern slavery?
    Aug 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.
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    17 mins
  • JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025

    JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025
    Aug 4 2025
    Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.
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    17 mins
  • Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’

    Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’
    Jul 9 2025
    Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.
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    30 mins
  • IIMI CEO: These are the biggest challenges boutiques face

    IIMI CEO: These are the biggest challenges boutiques face
    May 27 2025
    Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.
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    18 mins
  • Nick Train: The two things my funds need to bounce back

    Nick Train: The two things my funds need to bounce back
    May 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.
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    19 mins
  • Ex-Aberdeen leader on why wealth firms can't ignore digital assets

    Ex-Aberdeen leader on why wealth firms can't ignore digital assets
    May 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.
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    28 mins
  • Part 2: The FCA answers your questions

    Part 2: The FCA answers your questions
    May 8 2025
    When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.
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    13 mins