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Wealth Unwrapped: The CISI

Wealth Unwrapped: The CISI

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 Career Success Economics Mathematics Personal Finance Science
Episodes
  • Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2
    Jul 9 2025
    In this follow-up episode of Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK financial services.

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    24 mins
  • Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1
    Jun 25 2025
    In the latest installment of Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future.

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    27 mins
  • Andrea Montague, CEO of Brooks Macdonald - Part 2

    Andrea Montague, CEO of Brooks Macdonald - Part 2
    Jun 11 2025
    In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

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    25 mins

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