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Check latest episodes from The Wealth Show podcast

Netwealth CEO: Wealth firms need more than a digital facelift

2026/04/21

Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.

The 'Succession' effect tearing apart UHNW families

2026/04/07

A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.

$100 oil and a closed Strait: What Stonehage Fleming is watching next

2026/03/27

As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios

Dubai can and will bounce back stronger, insists Bentley Reid CEO

2026/03/10

Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran.

Ben Whitmore on Brickwood's break-out year and contrarian US buys

2026/02/26

One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today.

Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing

2026/02/12

Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.

‘There’s a lot to be done on empathy’: How to be a wealth manager in 2026

2026/01/27

Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing.

IA’s Chris Cummings: Retail investing is not just an advertising campaign

2026/01/14

The Investment Association CEO discusses his 10-year tenure at the trade body and what the industry must focus on going forward.

Exits, deals and disruption: 2025 in review

2025/12/22

The Citywire Wealth Manager team unpack the biggest stories of the past year.

HSBC signals big year ahead for wealth in 2026

2025/12/17

Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth offering in 2026.

Inside Hargreaves Lansdown’s multi-manager fund range

2025/12/11

Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year.

This is how wealth managers should be preparing for 2030

2025/12/04

Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030

At this point there's hardly an adviser who hasn't considered MPS

2025/11/26

Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to drive a new wave of advisers to adopt MPS, alongside the different trends he is seeing in the wider UK fund market.

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

2025/11/19

Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

2025/11/12

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS